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OSYB Blog: Number Crunch!

News and Views from OutSource Your Books, LLC

How Do I Close My Year-End in QuickBooks?

July 20, 2012 by Ed Becker

Closing the year in QuickBooks is a “must do” step once your year-end is complete and/or once you have sent your file to your CPA. You want to ensure that data does not change and more importantly, make sure you don’t enter data into the wrong period inadvertently.  It happens  frequently and often creates more […]

Is QuickBooks Right For Your Business?

April 25, 2012 by Ed Becker

If you ask business owners why they chose QuickBooks for their bookkeeping needs, you get several basic responses.  Some who say “I didn’t give it much thought but I have a friend who uses it.” Others will say “my CPA uses it” A  very select group will who rationalized their decision: talk about features, ease […]

Is Your QuickBooks File Too Large and Slow?

April 20, 2012 by Ed Becker

Are you asking yourself “Why is QuickBooks slow?” If so, you’re not alone. Many businesses reach a point where their QuickBooks files become too large and too slow, turning daily tasks into tediously slow chores. The definition of “too large” in QuickBooks is not always clear. You can hit a ceiling based on the size […]

Quickbooks Audit Trail – Who Needs It?

April 12, 2012 by Ed Becker

A few years ago, the QuickBooks Audit Trail feature could be turned on and off. However, in the most recent versions of QuickBooks, the feature is always on. Even the administrator can’t turn it off. It has its drawbacks, but for the most part, it is a very useful feature, albeit under-utilized. What does the […]

Tips on QuickBooks 2012 Express Start

April 2, 2012 by Ed Becker

If you missed Part I of my overview on QuickBooks 2012 Express Start, see this link: What is QuickBooks 2012 Express Start? Now for a few quick tips on getting the most out of Express Start: Importing Data The final Express Start screen gives you tools for adding or importing contacts, items, services, and bank […]

What is QuickBooks 2012 Express Start?

March 27, 2012 by Ed Becker

Every year, Intuit tweaks and revises QuickBooks. With the 2012 upgrades, Intuit promises: a better and faster workflow enhanced insight into financial information further centralization data new ways to access data All are welcome improvements for existing QuickBooks users, but what improvements does QuickBooks 2012 offer companies just starting out with QuickBooks?  Or to CPAs and […]

Bye Bye QuickBook’s Tech Support for Versions of 2009 and prior!

March 22, 2012 by Ed Becker

As of May 31, 2012, live technical support and add-on business services such as payroll, credit card processing, QuickBooks Email, and online banking will be discontinued for QuickBooks for Windows 2009, QuickBooks 2009 for Mac, and a few other products.  Experts in outsourced bookkeeping services have been maintaining  clients’ accounts by upgrading to current software and QuickBooks […]

Memorized Transactions in QuickBooks

February 22, 2012 by Ed Becker

If You Can’t Remember…Memorize! QuickBooks’ Memorized Transaction Feature is a Great Way to Save Time Managing Small Business Finances Why do so many users fail to take advantage of QuickBooks memorized transactions feature? I don’t know, but be sure you don’t make that mistake. While some of QuickBooks many features can be confusing or frustrating, […]