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Our favorite Quickbooks tricks and shortcuts
3 years 22 weeks ago

One of the first things I do when I sit down at someone's computer to review their Quickbooks file is open up the Preferences window and turn off the Live Community feature. (Edit Menu --> Desktop View --> My Prefs) Otherwise, that window pops up automatically every time you open the program, slowing down your computer and cluttering your desktop.

How to record payments to yourself when you own your own business
3 years 22 weeks ago

One frequent problem I see in people's accounting records is how they record money they take out of the business as their "paycheck." I'd like to explain how to do this correctly.

Julie's Twitter Guide
3 years 23 weeks ago

This post is dedicated to @angiedelong and other professionals who dabble in Twitter but need some clarification.

Organizational Restructuring at the North Pole
3 years 25 weeks ago

 I received the following news bulletin in my email today, and would like to share this important information with all our readers:
 

The Community Foundation of Utah
3 years 26 weeks ago

Today we participated in the event "Enlightened Entrepreneurs," sponsored by the Community Foundation of Utah. The purpose was to give local nonprofit organizations a chance to network and learn from entrepreneurs. I hadn't thought of myself as much of an expert, but I believe I was able to help a few people today. (You can read the twitter feed here and the official news bulletin here.)
 
The advice I gave tended to fall into two categories: bookkeeping practices and social networking. Here's a summary.

Company News, December 2009
3 years 26 weeks ago

We have a few announcements to make.
 
First, thank you to all who applied for the bookkeeping position. We enjoyed the interviews immensely, and look forward to next time.
 
Second, welcome to our new bookkeeper, Shantel! You can read about her on our About Page. She joined us a week ago, and so far her work has been excellent.
 
Third, our free Quickbooks setup/audit program has been a success so far. We didn't make any money (that wasn't our intent), but we formed some great new relationships, and I scored some really wonderful soap. 

Attention Job Applicants
3 years 32 weeks ago

Welcome job applicants! Thank you for visiting our website. Please look around and familiarize yourself with our company before you apply. We are looking for someone who fits "the box", meaning our company and its core values:

Free Quickbooks Services
3 years 33 weeks ago

We really do believe in free resources (see our earlier post about this here), and we want to do everything we can to help small businesses succeed. Accordingly, we are offering free Quickbooks setup or a free review of your existing Quickbooks file.

Bookkeeper For Rent
3 years 33 weeks ago

You might already have an in-house bookkeeper, but doesn’t it complicate things when they have to go out of town or want to take some vacation and you fall behind? Or maybe you are usually fine doing all the accounting yourself, but wouldn’t it be nice to have a backup plan for when you are overwhelmed with work or have to deal with personal crises?

Call to Action: Follow-up
3 years 38 weeks ago

To recap, the challenge was to finally tackle the piles of unfinished business in our lives/homes/offices, particularly those related to bookkeeping. 

Recommended Reading
3 years 40 weeks ago

Yesterday we went to one of a free workshop put on by Robert Kiyosaki's Rich Dad Education company. I enjoyed Rich Dad, Poor Dad; it makes a great point about how we are preconditioned to think in certain ways about money and financial success, so I was hoping to learn something new and liberating. I was sadly disappointed.

How to choose a really good bookkeeper
3 years 41 weeks ago

Choosing a bookkeeper is just like hiring any other professional to help you in your business, whether an employee, subcontractor, or lawyer. You have tasks that you need to delegate, so you look for someone who is both suited to the task and who fits well in your business. Here are some specific recommendations for choosing a Really Good Bookkeeper.

Call to Action: What's in Your Laundry Basket?
3 years 42 weeks ago

I had a fun conversation with my sister on Skype this morning:
Lisa: Have you unpacked the boxes in your office yet?
Julie: Yes, the file cabinet is done
Lisa: *pat* on your back
Julie: Some stuff ended up in a laundry basket, though :-/
Lisa: I think the laundry basket thing is a disease
Julie: then it’s a GENETIC disease [our mom always used laundry baskets to organize projects]
Lisa: I know I think I’ve conquered it though
Although I just looked over and realized I have a laundry basket with junk in it
Alas
Julie: :D Not cured, then

Company News, August 2009
3 years 43 weeks ago

As of today, we have moved our office to a new location. I apologize if we have been a little less responsive the past few days; we didn't have real internet access until about an hour ago. The new neighborhood is nicer, more friendly, and better yet, it has a backyard.

Quickbooks 2009 For Dummies--Free Download
3 years 45 weeks ago

I found a post on twitter today (via @robicser) about a free download that may interest you--the Quickbooks 2009 For Dummies guide by Stephen Nelson. I didn't find anything online to suggest the download is unauthorized, so I encourage you to take advantage of the opportunity. I intend to read it myself, in case there are some shortcuts I haven't discovered yet. The book applies to all versions of 2009 Quickbooks (Simple Start, Pro, Premier, etc.). See links below.

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