QuickBooks Tutorial: Why aren’t my deposits showing up on my reports?

  • Posted on Dec 30, 2015

If you are new to QuickBooks and you are entering your deposits through the banking > make deposits window directly to an income account. You may be wondering why you don’t see this transaction in the customer or vendor center history and your QuickReports. In order for a transaction to link to the customer and vendor reports, it needs to ... Read More

How long should I keep records for?

  • Posted on Dec 29, 2015

Do you know how long to keep records for? We recently confirmed this information for a client of ours and wanted to share. The length of time you should keep a document depends on the action, expense, or event which the document records. Generally, you must keep your records that support an item of income, deduction or ... Read More

Monitor Issue in Windows 10

  • Posted on Oct 15, 2015

So frustrated with Windows 10! A new issue has appeared that is slowing me down. I have three monitors stacked in a triangle shape (photo 1). After a recent Microsoft update, it will no longer accept that layout, instead it reverts to all three spanned across (photo 2). This means the motions I have been ... Read More

Windows 10 Review

  • Posted on Aug 18, 2015

Despite the initial reviews, I hopped on the Windows 10 bandwagon immediately. My dreaded Windows 8 laptop kept telling me it was released but to still wait for notification on the download and that it may be a few days as Microsoft was releasing it in waves. I thought there has to be a faster way! I went ... Read More

What is the difference between a W-9 and a 1099?

  • Posted on Dec 24, 2014

January is always a busy month for bookkeepers. For my company, we process over 500 1099′s across 40 clients every year. During our quest for gathering the information in order to file 1099′s, we ask vendors to fill out a W-9 form. Typically this should be done upon hiring of the vendor this way the ... Read More

Basic Bookkeeping Tips

  • Posted on Nov 22, 2014

Basic Bookkeeping Tips. For many small businesses, the most common bookkeeping errors are also the easiest to fix. Use these six tips to help keep your business on sound financial footing. Use the right accounting system. Most businesses use either cash-based or accrual-based accounting. If you use the cash method, you count income when you ... Read More