Everybody loves freebies! Free QuickBooks® tips, tricks and techniques via articles, eBooks and recorded videos. New items are being added frequently, they just take time to create. Browse this category to see what we have to offer and if you don’t see something that you are looking for, feel free to submit a request using the Suggestion Box link at the top of the page.
We’ve arranged our freebies into the following categories:
New Technology – where you’ll find information about new versions of Microsoft Windows, Office, and QuickBooks compatibility.
QuickBooks Resources & Reviews – where you’ll find information about the newest versions of QuickBooks.
Business Productivity Tips & Training – where you’ll find things like handy checklists and worksheets to help you better organize information, general business articles on hiring, identity theft, embezzlement, email etiquette and more.
QuickBooks Tips, Techniques & Work Arounds – where you’ll find things like articles on how to track sales tax – on both the entire project and a discretionary tax on a certain amount of the project, trouble-free bank reconciliations, handling bounced checks, bartering, tracking use tax, job costing, and more.
QuickBooks Training – where you’ll find video “how-to’s” for common QuickBooks questions.
IRS Resources – Construction – where you’ll find IRS related information relating to the construction industry and payroll taxes.
Year end payroll tasks start the first of December, when you should remind employees that if their has been a change in their filing status due to getting married, having or adopting a baby, or perhaps they have a child that is turning 21, that they should fill out a new W-4 form for 2015. Continue reading
Fraud prevention is a key concern of growing companies in today's market. For small businesses, the median loss due to fraud is greater than what has occurred in Fortune 500 companies. In fact, one third of all business bankruptcies are due to employee theft and American businesses lose 7% of their annual revenues to fraud. Join us on Wednesday May 14, 2014 from 2-3 p.m. EST for a free 1-hour webinar; where you'll learn about 10 fraud early warning signs as well as simple, inexpensive controls you can put into place to discourage fraud. Continue reading
When you have Time & Materials or Cost Plus jobs and want to use the QuickBooks Estimate function, there is an additional step that you'll need to do in order for your numbers to line up correctly in the Estimates vs. Actuals Report - tips and techniques are discussed in this hangout. Additionally, there are written instructions for creating customized Time by Job Detail and Unbilled Costs by Job Reports that are filtered for a specific job. Continue reading
Job Costing in QuickBooks can be one of the most agonizing tasks that you face on a daily basis. Just because it’s called “QuickBooks” and it’s made by “Intuit” doesn’t mean that setup is QUICK or INTUITIVE to get good job costing reports! The correct setup is KEY! I'm not one of those folks who thinks every contractor needs the EXACT same Chart of Accounts or Items list - I believe each construction company has unique and specific needs. I can show you how to properly set up and use QuickBooks to ensure proper job costing so you can generate good reports out of QuickBooks every time. Join us on Wednesday March 26, 2014 from 1-2:30 p.m. EST. Continue reading
Payroll deduction authorization forms are a must if you are taking money out of an employees paycheck for anything other than required payroll taxes. Yes, I know - more paperwork! You can implement a simple system in which the authorization forms can be numbered as they come in and a log may be maintained to help keep track of the forms. QuickBooks can help you to automate this process and even help you store this information electronically by attaching the authorization form to the employee record. Continue reading
Obama Care (the Affordable Care Act) is a hot topic of conversation these days. This recording of our live Google+ hangout discusses reporting requirements, penalties and compliance. Additionally, we demonstrate how to set up QuickBooks to accurately report Employer Heath Coverage costs in box 12 of employee's W-2's with Code DD. Continue reading
In QuickBooks 2014, the Payroll Center gets a massive overhaul (one that I'm very excited about) that has been long overdue - in my opinion. Here is a sneak peak at the updated payroll center. Continue reading
The IRS provides some very good resources for both contractors and the accounting professionals who support them, usually the problem is finding these items on the IRS website. Below is a list of items that I reference and provide to the contractors and accounting professionals that I work with. These links will take you directly to the IRS website, with hopefully the most up to date information. Continue reading
Year end payroll tasks start in December and really can continue right through the first of April! Payroll due dates always seem to cause a lot of stress - especially at year end when there is so much to do! The holiday's don't seem to help matters any either with extra time away from the office, it's difficult to concentrate, get things done, and stay organized. This article provides some tips for helping you to get organized and you can also download a handy checklist with due dates and tasks that you can do to make this chore go as smoothly as possible. Price: Free Continue reading
There is so much more to hiring an employee than putting an ad in the newspaper and arranging for interviews - even though these are both very important. Once you have gone through the interview process with everyone who has applied and you make a hiring decision; you find yourself with a lot of additional information that you need to have keep on file about the employee that you just hired. That's where this 13 page employee new hire information & checklist will come in handy - and it's in Word format, so you can customize it to meet the needs of your company. Price: Free Continue reading