Monthly Archives: November 2016

Creating Reports in QuickBooks, Part 2

Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month. QuickBooks makes your bookkeeping faster, safer, and more accurate than what you could do using a manual system. Still, you may occasionally … Continue reading

Posted in business help, customer, customer service, Inventory, investment, New Business, Operational Accounting, Operations, Payroll, quickbooks, quickbooks help, QuickBooks Tips, Uncategorized | Tagged , , , , , | Leave a comment

Paying Bills in QuickBooks Online

In a previous column, we talked about setting up bills in QuickBooks Online. Now it’s time to pay them. We recently laid out the benefits of using QuickBooks Online for bill entry and payment. It’s faster than manual methods. It … Continue reading

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Teach your kids that credit cards are useful but not free

While credit cards can be very useful financial tools, the borrowed money is not “free.” Here are two opportunities to share that lesson with your kids. When choosing a card. Show your kids the entire credit card lifecycle. Explain that … Continue reading

Posted in Children, Debit and Credit Cards, guide, sales, save money, saving money, Uncategorized | Tagged , , , , | Leave a comment

Use this annual exclusion by December 31

Under current federal tax law, in 2016, you can take advantage of an annual exclusion to give up to $14,000 to as many individuals as you want without paying gift tax. If you’re married and your spouse joins in the … Continue reading

Posted in charity, Children, Christmas, donate, Financial Planning, Gift, tax advice, Uncategorized | Tagged , , , , | Leave a comment

Are you prepared for this year’s ACA reporting?

A recent survey by a professional services firm indicates that 49% of employers plan to use the same approach to filing Affordable Care Act (ACA) forms as they used last year. If you’re required to file health care information returns … Continue reading

Posted in Affordable Care Act, Business, business help, Business Owner, health insurance, record keeping, Uncategorized | Tagged , , , , , , , | Leave a comment

Prepaid cards get a bit safer

Do you have a prepaid card in your wallet? They’re popular because they’re convenient. You, your employer, or someone you know loads money onto the card, and you use it in a manner similar to a credit or debit card. … Continue reading

Posted in Business, business help, Business Owner, customer, customer service, Debit and Credit Cards, record keeping, Uncategorized | Tagged , , , , , , | Leave a comment

Do you track your spending?

A 2016 Financial Literacy Survey conducted by Harris Poll concluded that 40% of Americans track spending with a budget. That number has been pretty much the same for the past decade. Are you one of those 40%? Or are you … Continue reading

Posted in education, Financial Planning, save money, saving money, Uncategorized | Tagged , , , , , | Leave a comment