Author Archives: Weltman Bernfield

How to Keep Your QuickBooks Data Safe

June 2017 QuickBooks® Newsletter You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that data could create […]

Recording Simple Expenses in QuickBooks Online

June 2017 QuickBooks® Online Newsletter Tracking even the little expenses is important. How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit cards? Pay online through your bank’s website? Keeping track of your outgoing funds can be challenging, since there are […]

May 2017 QuickBooks Tip

by Katie Wallor, CPA, Manager and QuickBooks ProAdvisor Benefits of QuickBooks Online  QuickBooks Online is something to consider if you have always been a desktop user. Some of the benefits include: State-of-the-art security provided by Intuit. No software updates necessary–this is accomplished continuously. No special server or backups–all of this is taken care of. Anytime/anywhere […]

Receiving Customer Payments: Your Options

May 2017 QuickBooks® Newsletter It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works. QuickBooks was designed to make your daily accounting tasks easier, faster, and more accurate. If you’ve been using the software for a while, you’ve probably found that to be true. Some chores, […]

Getting to Know QuickBooks Online Reports

May 2017 QuickBooks® Online Newsletter They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions?   What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. […]