Use Recurring Transactions in QuickBooks Online

January 2017 QuickBooks® Online Newsletter

QBO-logoSave 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. Customizable report templates provide real-time overviews of your financial status in every area.

There’s another way QuickBooks Online can reduce the time you spend on accounting chores: recurring transactions. If you have invoices, bills, and other transactions that occur on a regular basis, you can save all or part of their data to use again. You can even choose to have them dispatched automatically. Continue reading

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

December 2016 QuickBooks® Online Newsletter

QBO-logoNot 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 expenses, create records and transactions, and run reports to gauge their financial health.

QuickBooks Online was also designed to grow along with your business. But there’s no need for Intuit to add internal features to do so. In fact, that would make it too expensive and unwieldy for many companies.

Instead, Intuit has partnered with other small business websites to provide add-ons  —  applications that extend the usefulness of QuickBooks Online in one or more areas, like accounts receivable and payable, inventory, and expense-tracking. They integrate easily to share data and do the extra work you need. Here are some of them to consider. Continue reading

Ringing Out 2016 in QuickBooks

December 2016 QuickBooks® Newsletter

QBC newsletter logo2017 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 the end of the year is rapidly approaching. In the midst of holiday get-togethers, gift shopping, and perhaps preparing for travel, you probably have a list of work tasks that must be completed by December 31.

Is your annual QuickBooks wrap-up on that list? It should be. Here are some of the things we suggest you fit into your busy schedule sometime this month. Continue reading

November 2016 Tax Tips and Updates

It’s not too soon to prepare!

The end of the year will be here before you know it. We recommend that you take the time before your holiday celebrations to begin thinking about your year-end tax planning.

A couple of articles in this month’s newsletter offer opportunities that you may be able to use in your year-end tax planning. Be sure to contact your tax professional to see which will work for you.

Wipfli Insights

Wipfli is dedicated to business leaders and their organizations. Wipfli Insights provides thought-provoking articles, whitepapers, blogs, webinars, and podcasts covering long-range organizational issues related to people, processes, technology, customers, and financial management. You can sort via your industry, the topic, or by a particular author.

In this month’s issue:

October 2016 Tax Tips and Updates

Have Questions? We’re Here All Year!

Do you have questions about long-term tax planning or other important financial concerns? Many only see their CPAs at tax time, when the main focus is on completing and filing their tax return. The good news is that we are available to you all year. We have a full-time, year-round staff of experts with extensive expertise in a broad range of financial areas. And, since we are now part of Wipfli LLP, we have even more experts, resources and knowledge to answer your questions and help you reach your goals.

We’re ready when you are to take some time reviewing your financial situation, helping you understand your options and make the best decisions. We’re also here in an emergency to help address unexpected financial concerns. Give us a call to discuss your important financial issues whenever they arise.

Wipfli Insights

Wipfli is dedicated to business leaders and their organizations. Wipfli Insights provides thought-provoking articles, whitepapers, blogs, webinars, and podcasts covering long-range organizational issues related to people, processes, technology, customers, and financial management. You can sort via your industry, the topic, or by a particular author.

In this month’s issue: