In my years of training business owners and novice bookkeeping staff to manage accounting data, I have learned that when to approach accounting software setup and training is a critical factor for successfully self-managed books. I have found that when it comes to the timing of training, businesses generally fall into these categories:
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If you have various lines of business, QuickBooks provides easy- to-use features that will enhance your business reporting. Some of the most commonly under-utilized features are the Income Accounts, Class Tracking and Job Costing. Here are a few tips on when you should use these:
I hear a lot of buzz around using various add-on software titles (apps) that work with QuickBooks Desktop or QuickBooks Online, and for good reason. A well-written app can add loads of functionality to your accounting processes while reducing or eliminating duplicate data entry.
QuickBooks is very open to the app developer market and provides specific tools to allow developers to work with QuickBooks, which is one of its great strengths. From the user’s point of view however, it means that there are a lot of apps to choose from and there are new ones coming on the market all the time as developers compete for a portion of QuickBooks’ considerable user base. So how can you be sure that an app does what it says it will, in a manner that makes sense and is easy to use? Well, you have to do some due diligence to make sure your app experience is a good one. With that in mind, read on for five questions to ask that will help you assess the relative strengths of the plethora of app offerings out there.
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