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If you have questions about QuickBooks, bookkeeping or accounting and have no one else to turn to for help then you will love this new service!  You can now book a one-on-one consultation with me to help you. Click here for more information.

Episode 17: Questions and Answers

After another long hiatus, I’m back!  I got lots of questions emailed to me since my last show and I answer some of them on this new episode.  I also make 2 big announcements but you’ll just have to listen to find out what they are! Topics discussed include QuickBooks purchase orders, the accountant’s copy [...]

Nice Video From Intuit

I recently came across a video that was created by someone at QuickBooks that I think is really well done.  It’s a good basic summary of how accounting works in a typical small business.  If you liked my “Accounting Primer” then I think you’ll like this video too.  It explains all of the important accounting [...]

Episode 16: Making Deposits

One of the most misunderstand areas of QuickBooks is the mysterious “Undeposited Funds” account.  This really confuses a lot of people and in this episode I try to explain how it works and why it is useful.  In order to understand it, you have to think about the process of events that take place throughout [...]

Episode 15: Receiving Customer Payments

After the last 2 episodes you should have a good idea of how to create invoices to your customers.  The next step is to get paid!  The “Receive Payments” procedure in QuickBooks is pretty straightforward but there are several different possibilities to think about.  The customer can either pay the exact amount that they owe, [...]

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