Quickbooks Tips and Tricks

QUICKBOOKS help from MS EXCEL VLOOKUP

QuickBooks and MS Excel QuickBooks Desktop versions and QB Online are remarkably robust products for small business accounting and financial reporting.  Most firms need nothing more.  However just about all operations that I have seen over the years employ many MS Excel spreadsheets to assist in calculations or database functions beyond the reach of QB.  [...]

Using the “Undeposited Funds Account” and “Make Deposits” in QuickBooks

Applies to QB Desktop, QuickBooks Enterprise and QuickBooks Online What is the “Undeposited Funds Account” in QB, and why use the "Banking > Make Deposits" option?  (In QBO, “+” sign > Other column > Bank Deposit).  These two features often work together and in certain situations can make your trail of accounting entries clearer, more [...]

Factoids on the growth of QuickBooks Online

QuickBooks Online is big! Factoids on QBO (redacted from Intuit): 7 of 10 new QuickBooks users are choosing QuickBooks Online (QBO) over the desktop versions. It took 7.5 years to reach 100,000 QBO subscribers. Now 100,000 new QBO subscribers sign up every 3 months. The Marketplace is evolving - and your firm? With QuickBooks Online [...]

QuickBooks 2018 Desktop – New Features and Improvements

QB 2018 is here, and Intuit continues to push aggressively by broadening the scope of this ubiquitous product and adding new features.  This includes lots of new attractions for the general user community, accountants, business owners, ProAdvisors, and technical-types. Let’s talk about some of these. Remain Logged-In This is one of the best received improvements [...]