Category Archives: guide

Establishing Preferences in QuickBooks

Before you start entering data, make sure QuickBooks is set up appropriately for your company. QuickBooks was designed to serve the needs of millions of small businesses. To do that, it had to include the tools and processes suitable for … Continue reading

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Contractor or Employee? The Rules for Classifying Workers

The difference matters – a lot. Be sure you’re using the correct classifications for your staff. Employees. Contractors. They both create and support products or provide services for your customers. They’re your company’s most valuable assets. But the IRS looks … Continue reading

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Ringing Out 2016 in QuickBooks

2017 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 … Continue reading

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

Not 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 … 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

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Fight scammers the old-school way

    Scam artists are relentless in finding ways to take your money. But some old-school methods are still effective for protecting yourself. Here are suggestions. Fortify your computer and your phone. Install anti-virus and anti-spyware programs and update your … Continue reading

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What’s your financial capability?

According to the National Financial Capability Study, key components of financial capability include making ends meet, planning ahead, managing financial products, and financial knowledge and decision making. The study found that 48% of the 27,000 U.S. adults surveyed during 2015 … Continue reading

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