Author Archives: Weltman Bernfield

Anatomy of a QuickBooks Inventory Item

January 2017 QuickBooks® Newsletter If you have an item-heavy business, you need tools to track your inventory. QuickBooks provides them. When you started your business, maybe you were able to keep track of your inventory by peering in the closet or your garage. As you grew, that simply took too long. But you grew tired […]

Use Recurring Transactions in QuickBooks Online

January 2017 QuickBooks® Online Newsletter Save time and ensure that repeating transactions are processed as scheduled. You know how much time QuickBooks Online already saves you. Customer, vendor, and item records need never be entered again once they’re created for the first time. Pre-built forms use your record data to complete transactions quickly and accurately. […]

December 2016 QuickBooks Tip

Year-end Planning Ihor T. Czornobil, Certified QuickBooks ProAdvisor® Everyone has been recovering from their Thanksgiving turkey coma and has started their Holiday shopping. For the most part we have been consumed by things other than the accounting tasks we need to continue through the end of the year. So here we are. The end of […]

5 QuickBooks Online Add-On Apps You May Need in 2017

December 2016 QuickBooks® Online Newsletter Not finding quite everything you need in QuickBooks Online? Here are some handy add-on apps available. QuickBooks Online may work for you just fine as is. After all, it was designed to meet the needs of the millions of small businesses that want to manage and track their income and […]

Ringing Out 2016 in QuickBooks

December 2016 QuickBooks® Newsletter 2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection duties. You may have paid employees and submitted payroll taxes. Now […]