OSYB Blog: Number Crunch!
News and Views from OutSource Your Books, LLC
Memorized Transactions in QuickBooks – What Options Do I Have?
December 15, 2012 by Ed Becker
Most users of QuickBooks have heard of memorized transactions as a way to save time and effort. These functions are a great way to simplify usage of QuickBooks and when set up correctly can be used for a variety of functions (bills, invoices, deposits, debit card activity, journal entries, etc). I have guided many of […]
How To Update A Memorized Transaction in Quickbooks
November 17, 2012 by Ed Becker
Many QuickBooks users use memorized entries to save time with daily tasks. Our consultants at OSYB are always looking for opportunities to implement a memorized transaction for this reason. If you can save key strokes, you can save time, and who couldn’t use a little time in his or her busy day? As a reminder, […]
How To Clean Up Accounts Receivable in QuickBooks?
October 19, 2012 by Ed Becker
Ever scratch your head while looking at a journal entry made by your CPA, especially one that leaves items unmatched within your A/R ledger? You may see a corresponding invoice and payment in the A/R ledger that net to a “zero” balance, so why are they even sitting there on an A/R report? Shouldn’t they […]
Take “Control”- QuickBooks Keyboard Shortcuts
October 11, 2012 by Ed Becker
We all know that QuickBooks is a big part of life for many small business owners, as well as their accountants and bookkeepers. I’m sometimes surprised to find that such heavy users for QuickBooks don’t know more tricks for speeding up their work inside the program. There are still many shortcuts you can utilize to […]
Should I Hire a QuickBooks Consultant, Bookkeeper or Accountant?
July 9, 2012 by Ed Becker
When you realize you need bookkeeping help, how do you identify what is the best resource for your business? Call in your accountant (CPA)? Hire a bookkeeper? Engage a bookkeeping service, or bring in a QuickBooks consultant to evaluate your situation? Each option has different skill sets and different pricing. You don’t want to end […]
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 […]
