Importing information into QuickBooks can be a difficult chore, but it is a task that many people need to perform. One of the best tools that I’ve found over the years is the Transaction Pro Importer from Baystate Consulting. Let’s take a look at this important tool.
For those small businesses who are worried about how they will track and report health insurance benefits on Form W-2, I have some good news. At least for most of you, and at least for now. That is, for tax year 2012 (W-2s filed in January of 2013). But after that, stay tuned to what [...]
QuickBooks 2012 introduced some big changes in how you can condense/compress your company file. I talked about this last September in an overview article about Condense and Period Copy. Since that time there has been a lot of discussion about this feature, so I thought it would be a good time to go back and [...]
Well, the January 31 deadline has come and gone, so by now you should have your 1099-K forms in hand. This new form is being sent by all “merchant acquiring entities” as mandated by Section 6050W of the U.S. Internal Revenue Code. That means that eBay, PayPal, as well as the credit card processing [...]
We started QuickBooks and Beyond a year ago, and it is time for us to get some feedback from our readers. I hope that you can find the time to take a short survey (the link is at the bottom of the article). Several years ago I started “Practical QuickBooks”, a blog that would let [...]
The process of laying out the right combination of meaningful numbers or business metrics is part art and part science. It requires an understanding of the business, knowledge of the application(s) which contain the numbers, a mastery of various number crunching and presentation mechanisms, and the acumen for creating something that people will not only [...]
Technology has changed the way we shop and it continues to evolve at a dizzying pace. In my last article, I talked about eCommerce and all of the various components. This time around, I will take a look at the first point of contact in the online purchasing process: the shopping cart. Shopping cart software can be [...]
When preparing Form 940 in QuickBooks, I was surprised to find out that all of our California clients owed money! The reason for this is that California is one of the states that did not repay the money they borrowed from the federal government to pay extended unemployment benefits.
It’s that time of year again – Intuit’s annual “Sunset” of older versions of QuickBooks. If you are using QuickBooks 2009 then you won’t be able to use certain services and features after May 31 2012. I won’t editorialize (much) on why this is done or if it is a good practice, I’ll just discuss [...]
Intuit has released the QuickBooks 2009 R14 update for the U.S. version of QuickBooks. This update cleans up a few loose ends – I wonder if this will be the last update that the 2009 product will be getting before it is retired? At the time I’m writing this the release is available as a [...]
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