QuickBooksGal

Payroll Updates - Update or Manually Download

noreply@blogger.com (QuickBooksGal) — Mon, 02 Nov 2009 17:57:36 PST

Intuit QuickBooks Payroll has released Payroll Update 20922.

This update includes recent changes to tax tables and forms for many states.

Even if there are no updates to forms or tax tables for your state, Intuit is always making improvements to your payroll product, so it's important to keep your software updated!

If you have Automatic Updates turned on and have selected all the updates to download automatically, your QuickBooks software should download and install the update for you.

If you do not have Automatic Updates turned on, you can still get this payroll update manually.

Thanks to the folks at Intuit for this timely "Heads Up"!

Got a QuickBooks Mess?
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775-348-9225

jayne@qbgal.com

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Call Us

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New Printer Won't Print in QuickBooks?

noreply@blogger.com (QuickBooksGal) — Wed, 21 Oct 2009 16:00:23 PDT

Have you recently purchased a new printer and found that it works in every program on your computer except QuickBooks?

You're not alone. The fix is easy...simply follow these steps:

Go to the printer (under control panel)
Right click on the printer
Select properties
Select the advanced tab
Check print directly to printer option

Voila you can print!

Got a QuickBooks Mess?
Call The QuickBooks Gal!

775-348-9225

jayne@qbgal.com

Got Point of Sale? Want Point of Sale?

Call Us

775-348-9200

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IRS & States Team up to Find Independent Contractors

noreply@blogger.com (QuickBooksGal) — Mon, 19 Oct 2009 21:49:48 PDT

The IRS and the states know how tempting it is to classify workers as Independent Contractors because of saved employment taxes.

That’s why Delaware and Wisconsin are targeting the construction industry with penalties of $1,000-$5,000 per violation.

Other states such as Indiana and Nevada and Ohio are starting to share information on misclassified workers and similar violations.

Expect your state to be watching you for misclassifying employees as Independent Contractors.

Determining a workers’s status depends on the facts that define both the entity and relationship of the entity to the worker at the time that the services are rendered.

Here are the two categories of workers that the IRS and states are focusing on:

Common Law Employee - Works for and performs services under the control of the entity that pays for the services.

Independent Contractor - An individual in business for him-/herself whose services are free of control from the entity paying for the services.

Employment taxes apply soley to employee wages. These include FITW, employee and employer FICA, and FUTA.

States may have SITW, SUI and disability.

A business normally is not required to withhold from payments to Independent Contractors, but there are exceptions in some states.

Classification of Employees vs Independent Contractors

Classification depends on the degree of control exercised by the entity. Evidence of control vs independence fall into 3 categories: behavioral control, financial control, and the relationship between the parties:

Behavioral Control: Facts that indicate whether the entity has the right to direct and control how the worker does the task for which the worker is paid including the type and degree thereof.

Instructions given to an employee: An employee is generally subject to the business' instructions about when, where, and how to work. Even if no instructions are given, sufficient behavioral control may exist if the employer has the right to control how the work is done.

Training given to the worker: Although an employee may be trained to perform services in a particular way, Independent Contractors ordinarily use their own methods.

Financial Control: Indications of the entity’s right to control the business aspects of the worker’s job include:

Unreimbursed Business Expenses: Independent Contractors are more likely to have unreimbursed expenses than employees.

The Worker's Investment: An Independent Contractor often has a significant investment in the “facilities” used to perform services for someone else, but this is not mandatory.
To What Extent the Worker' Services are Available to Other Entities: Employees tend to work for a single business.
How the Business Pays The Worker: An employee generally is paid by the hour, week, or month. An Independent Contractor usually is paid by the job, although in professions, such as law, Independent Contractors are paid an hourly rate and are nevertheless still Independent Contractors.
The Extent in Which the Worker Can Realize a Profit or Incur a Loss: An Independent Contractor can make a profit or have a loss.

Type of Relationship: Facts that reveal the type of relationship between the entity and worker include:

Written contracts describing the type of relationship the parties intend to create.
Whether the entity offers the worker employee-type benefits-e.g., insurance, a pension plan, vacation pay, sick pay.
Permanency of the relationship. Expecting a worker to stay with you indefinitely rather than for a specific project or period is generally evdidence of an employer-employee relationship.
The extent to which the services performed by the worker are a key aspect of the entity’s regular business. If a worker’s services are a key aspect of the entity’s business activity, it is more likely that the entity has the right to direct and control those services, indicating an employer-employee relationship.

Call The QuickBooks Gal!

775-348-9225

Point of Sale - Enterprise Solutions - QuickBase

775-348-9200

jayne@quickbooksgal.com

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For official IRS guidance, use Pub. 15-A. For related publications that give additional details, go to www.irs.gov and in the search box, type “employee vs. IC.” If you still don’t know if a worker is an employee, file Form SS-8 with the IRS to get a determination.

Changing Bank Accounts after You've Written Checks

noreply@blogger.com (QuickBooksGal) — Sat, 17 Oct 2009 14:59:14 PDT

“I opened a new checking account, but ran payroll checks through the old checking account in QuickBooks.

How do I fix them?”

This is so easy to do....and the answer is simple...here's how.

Go to Reports->Banking->Check Detail
In the upper left hand corner of the report, select MODIFY
Select the date range and filter for the the bank account that you incorrectly posted the checks to
Return to the report
Double-click on each check in the report to bring it up on your screen
Change the bank account in the upper portion of the check form to the desired bank account
Press SAVE & CLOSE to complete the correction and return the to modified report

When the report is empty, you will have moved all the checks to the correct account.

Finally, double-check each bank account register to be sure that you have properly reassigned the transactions you wanted to correct.

Got Questions? Call Us!

775-348-9225 Call The QuickBooks Gal!

775-348-9200 Point of Sale,

Enterprise Solutions, QuickBase

jayne@quickbooksgal.com

qbdoc@qbdoc.com

QuickBooks Scan and Deposit

noreply@blogger.com (QuickBooksGal) — Sat, 17 Oct 2009 13:59:48 PDT

Have you heard about the new feature from QuickBooks called Check Solutions?

Save time and hassle: Skip the bank lines and start processing checks electronically. Scan, Deposit, Done!

Features

Scan your checks with Intuit Check Solution for QuickBooks and eliminate almost all the time you spend depositing and accounting for check payments
Intuit Check Solution for QuickBooks provides two ways to process electronic checks depending on how your business takes check payments

Scan checks - if you receive paper check payments in the mail or in a drop off box, you can scan the paper check into QuickBooks. You can also take check payments over the phone with this option.
Checks over the phone - take check payments over the phone and key the check information directly into QuickBooks.

Save time depositing check payments

Scan up to 30 checks per minute, or accept checks over the phone and manually enter check info(no scanner required)
Skip the bank: send your check payment transaction electronically, anytime.
Eliminate time spent filling out deposit slips

No waiting, accept checks over the phone

Accept checks over the phone and key enter check info (no scanner required)
No need to wait for checks to arrive in the mail
Can be more cost-effective than electronic payment alternatives such as PayPal

Save time accounting for check payments

Intuit Check Solution for QuickBooks captures check information (by scan or manually) and enters it into QuickBooks for you
Automatically matches check payments to invoices so you don't have to

Minimize hassles of returned checks

Intuit Check Solution for QuickBooks includes a verification service that reduces the risk of bad checks

Get your money sooner

Deposit your checks when you receive them, not when you make your weekly bank visit
Intuit Check Solution for QuickBooks includes the option to take checks over the phone and enter the info manually, with no need to wait for the mail to arrive

Apply Online for eCheck by Phone or call (888) 385-0273

Got Questions? Call Us!

775-348-9225 Call The QuickBooks Gal!

775-348-9200 Point of Sale, Enterprise Solutions, QuickBase

jayne@quickbooksgal.com

qbdoc@qbdoc.com

What IRS Auditors Look for When Examining a Business

noreply@blogger.com (QuickBooksGal) — Tue, 13 Oct 2009 18:15:22 PDT

Recently, a client asked me about the IRS and what they might look for in an audit.

* He keeps great records and is very careful not to "co-mingle" funds.
* All cash received is deposited to the company business checking account.
* And, in an effort to better control cash purchases, he has opened a separate bank account that he funds periodically from the business operating account.
* He then carries the ATM debit card for that account and makes "cash" purchases with that card.
* Additionally, all workers are either employees or licensed contractors.

I found a great article from Wells Fargo that I think provides a great check list for some of the most common issues the IRS may consider when reviewing a business file in an audit. Here is an excerpt from that article:

In the case of audit, be aware that the IRS training manual tells its auditors that they are examining you, not just your tax return.

The auditor wants to see how you match up with the income reported on your return, or what the IRS terms “economic reality.”

According to Frederick W. Daily, tax attorney and author of Stand Up To the IRS and Tax Savvy for Small Business, if your business is audited, the IRS is likely to investigate the following issues:

Does your lifestyle square with your reported income? “

An auditor sizes you up for dress, jewelry, car and furnishings in your home or office, if given a chance to make these observations. Someone who looks like a Vegas high roller, with the tax return of a missionary, will cause any auditor to dig deeper,” Daily says.

Does your business handle a lot of cash?

If your business handles a lot of cash, expect the auditor to suspect skimming, or diverting income into your own pocket, without declaring it.

Did you write off auto expenses for your only car?

Personal use of your business-deducted set of wheels is so common that auditors expect to find it.

That doesn’t mean they’ll accept it, however. Auditors don’t believe you use your one-and-only auto 100% for business and never to run to the grocery store or the dentist.

If you operate your car for both business and pleasure and claim a high percentage of business usage, keep good records (preferably a mileage log).

Did you claim personal entertainment, meals or vacation costs as business expenses?

Travel and entertainment business expenses are another area where the IRS knows it can strike gold. Document all travel and entertainment deductions. Taking buddies to the ball game and calling it business won’t fly if you can’t explain the business relationship in a credible fashion.

Did you “forget” to report all of your business sales or receipts?

If you failed to report significant business income—$10,000 or more—strongly consider hiring a tax pro to handle the audit. Remove yourself from the process altogether.

If the auditor finds evidence of large amounts of unreported income, and it looks intentional, he may call in the IRS criminal investigation team.

If you have employees, are you filing payroll tax returns and making tax payments?

Employment taxes are a routine part of every audit of a small enterprise.

And last but not least, if you hire people you call “independent contractors,” are they really employees?

The IRS routinely conducts audits of businesses that hire independent contractors, because of the tax savings associated with hiring contractors instead of employees.

These are great questions for all of us to ask about our business practices. Check with your tax professional for more guidelines to proper record keeping and IRS tax compliance.

Payroll - Getting Ready for End Of Year

noreply@blogger.com (QuickBooksGal) — Sun, 04 Oct 2009 12:08:49 PDT

It's time to start thinking about end of year procedures. One of those for me is verifying payroll to assure that there won't be any problems when it comes time to prepare W-2 forms.

There is a great tool in QuickBooks called the Payroll Summary Report.

You can find that in the Report drop down menu at the top of the main window in QuickBooks. From there, select Employees & Payroll and then select the Payroll summary.

You can use this report to review totals by employee and for your company. Additionally, you can review payroll-related liabilities & expenses by employee and grand totals for the company by date range or for the year to date.

I generally print this report every time I create a payroll and keep that report in my Payroll Book and I always keep a final year-end copy with my payroll records and employer copies of quarterly reports & W-2's.

I hope this tip is useful. Please tune in again for another QuickBooks Gal Minute.

Got a QuickBooks Mess? Call The QuickBooks Gal!

I'm Jayne Miller, The QuickBooks Gal. Thanks for your continued interest. If you have questions or suggestions for future topics, please drop me a line at jayne@qbgal.com.

Recording Foreigh Transactions & Foreign Currency Conversion

noreply@blogger.com (QuickBooksGal) — Wed, 30 Sep 2009 19:51:58 PDT

Accounting for foreign transactions and foreign currency translation*

If your firm agrees to receive payment in a foreign currency, you record two transactions.

Assume that your firm signs a sales contract with Toronto Co and will be paid $1,000 (Canadian) 30 days after it receives the merchandise. On the transaction (sales) date, the exchange rate is $1 (Canadian) = $1.15 (U.S.), so you record the following general journal entry:

Accounts Receivable	1,150
Sales	1,150

To record foreign sales transaction (1,000 x $1.15)

However, 30 days later the Canadian currency has weakened, and the exchange rate is now $1 (Canadian) = $1.10 (U.S.). That 1,000 Canadian dollars can purchase only 1,100 U.S. dollars, not the 1,150 U.S. dollars your firm budgeted to receive. Thus, your firm incurs a loss. On the settlement date, you must record two journal entries.

Record the payment received and the $50 loss.

Position in Canadian Dollars	1,100
Loss on Exchange	50
Accounts Receivable	1,150

Purchase U.S. dollars for the Canadian dollars your firm received.

Cash	1,100
Position in Canadian Dollars	1,100

Had the Canadian dollar strengthened after the settlement date, Toronto Co’s payment would purchase more U.S. dollars than you had budgeted for, resulting in a gain. You would then have recorded the following entries:

Position in Canadian Dollars	1,250
Accounts Receivable	1,150
Gain on Exchange	100
Cash	1,250
Position in Canadian Dollars	1,250

*Excerpted from the AIPB newsletter; author - Dr. Suzanne N. Cory, Ph.D., Professor of Accounting, Bill Greehey School of Business, St. Mary’s University, San Antonio, TX.

QuickBooks 2010 Check Signing Feature

noreply@blogger.com (QuickBooksGal) — Tue, 22 Sep 2009 16:45:17 PDT

Print Signatures on Checks

Intuit Payroll has added a new check-signing feature in QuickBooks to make issuing checks more efficient. Instead of signing each check, you can now scan your signature once, save the image, and then use it in QuickBooks when you print checks on your pre-printed check stock.

The signature works for all check transaction types, including paychecks, liability checks, bill payment checks, sales tax payment checks, and standard banking checks. You can print your signature on both voucher checks (one to a page) and non-voucher checks (three to a page). Note: The signature will not work on wallet-sized checks.

Federal Reserve Bank Holiday Schedule

noreply@blogger.com (QuickBooksGal) — Thu, 17 Sep 2009 11:56:16 PDT


Holiday	2009	2010
New Year's Day	1-Jan	1-Jan
Martin Luther King, Jr. Day	19-Jan	18-Jan
Presidents' Day	16-Feb	15-Feb
Memorial Day	25-May	31-May
Independence Day	July 4*	5-Jul
Labor Day	7-Sep	6-Sep
Columbus Day	12-Oct	11-Oct
Veterans' Day	11-Nov	11-Nov
Thanksgiving Day	26-Nov	25-Nov
Christmas Day	25-Dec	25-Dec
*For holidays falling on Saturday, Federal Reserve Banks and Branches will be open the preceding Friday. For holidays falling on Sunday, all Federal Reserve Banks and Branches will be closed the following Monday. Expanded schedule can be found at: Federal Reserve System Holidays

QuickBooks Accountants Edition 2010

noreply@blogger.com (QuickBooksGal) — Wed, 16 Sep 2009 12:42:06 PDT

QuickBooks Accountant's Edition 2010 Coming Soon!

If you are an Accounting Professional, don't wait!
We're taking orders now for upcoming product release!
Call us today!

Save Even More Time with QuickBooks 2010

Expanded Client Data Review.
Document management.
Adding or editing multiple list entries.
Intuit Statement Writer.
and many more.

Order your software today....call to order or for more information!

775-348-9200

jayne@quickbooksgal.com

Business Analys ES Discontinued 10.31.09

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 20:55:31 PDT

60 days advance notice of service discontinuation

If you have been using Intuit Business Analysis ES – a reporting service that is provided at no charge alongside your QuickBooks Enterprise Solutions software, you should be aware that there is an important change to this service effective soon:

Intuit Business Analysis ES will be discontinued on October 31, 2009

What do I need to do?
You do not need to do anything at this time. Your QuickBooks software will continue to function as it had prior to using Business Analysis ES. However, please be aware that you will no longer be able to access Business Analysis ES after October 31, 2009.

After October 31st, the synchronization process that enables you to view your QuickBooks data in Business Analysis ES may continue to run. If you would like to disable this synchronization (not required), follow these 3 easy steps:

Step 1: Open the Intuit Sync Manager by double-clicking the icon with two green arrows located in your system tray.

Step 2: Select "Disabled" from the drop-down menu next to each Company File you have synchronized with Business Analysis ES.

Step 3: Click "Minimize to Tray" to exit the Intuit Sync Manager.

That's it. Intuit will send you a reminder e-mail with these instructions in late October.

What support is available between now and October 31st?
Technical Support for Business Analysis ES will continue to be provided by Intuit until October 31, 2009. You can reach the support team between the hours of 7am-4pm Pacific Time, Monday through Friday. To contact Support, call 866-340-7237.

Banking Safety Tips

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 20:02:19 PDT

To protect yourself from crime:

• Park near the ATM/night depository.

• Have your bankcard ready before getting out of your car.

• When you are making a deposit, fill out the envelope before getting out of your car.

• Always turn your car off while you are at the ATM or night depository.

• Check your surroundings; do not attempt a transaction if you see anyone loitering near the ATM or night depository.

• When entering your identification code, shield the keyboard from anyone who may be in line behind you or observing from a distance.

• If you are in the middle of a transaction and become uncomfortable, press cancel, take your card and leave.

• Before leaving the ATM, make sure you have your card, receipt and cash.

• Do not count currency in view of others; pocket your cash and ATM card before leaving the ATM.

• Have your keys ready before you get to your car.

For drive-up ATMs:

• Drive close enough to the ATM so that you can reach the ATM through the window (and do not leave your car).

• Keep your doors locked, your car running and your windows not in use closed.

And, of course, report lost or stolen ATM cards or suspected misuse of a card to your bank immediately.

Top 10 Tips for Computer Security

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 19:58:01 PDT

I recently read these tips in a newsletter from Norton Internet Security folks....It certainly bears repeating. As the year comes to an end and we are doing our usual file maintenance, these are great tips to keep in mind.

10. Use common sense. It's always better to err on the side of safety. If you're unsure about an attachment, delete it. Especially if it's from a source you don't recognize. If there are tempting animations on a site that look highly unprofessional, don't download them.

9. Scan files for viruses before using them. This is always important, but especially if you are using a disc or flash memory to carry information between one computer and another. You could easily pick up a virus from a corrupted file and introduce it into your system. Running a virus scan before launching any of new files will prevent infection.

8. Don't share data CDs. Even a well-meaning friend may unknowingly pass along a virus, Trojan horse, or worm. Label your discs clearly so you know they're yours and don't loan them out. If a friend passes you a foreign disc, suggest an alternative method of file sharing.

7. Don't boot from an unknown data CD. Data CDs are one of the most common ways viruses are transmitted. If you are using a data CD while working on your computer, remove it when you shut the machine off or the computer may automatically try to boot from the disc, perhaps launching or installing bad programs or files on your computer.

6. Don't download programs from the Web. Unreliable sources such as Internet newsgroups or Web sites that you haven't heard of may be willing providers of viruses for your computer. Avoid downloading files you can't be sure are safe. This includes freeware, screensavers, games, and any other executable program—any files with an ".exe" or "".com" extension, such as "coolgame.exe." Check to see if the site has anti-virus software running on their side. If you do have to download from the Internet, be sure to scan each program before running it. Save all downloads to one folder, then run virus checks on everything in the folder before using it.

5. Update your anti-virus software frequently. An antivirus software program is only as good as the frequency with which it is updated. New viruses, worms, and Trojan horses are born daily, and variations of them can slip by software that is not current. Norton AntiVirus has a feature that searches for new virus definitions every time you go online, so you are always up to date.

4. Get immediate protection. Configure your antivirus software to boot automatically on start-up and run at all times. This will provide you back-up protection in case you forget to scan an attachment, or decide not to. And in case you forget to boot up your antivirus software, configuring it to start by itself will ensure you get immediate protection anyway.

3. Scan all incoming email attachments. Be sure to run each attachment you plan to open through the anti-virus check. Do this even if you recognize and trust the sender; malicious code, like Trojan horses, can slip into your system by appearing to be from a friendly source.

2. Don't automatically open attachments. Be sure your email program doesn't automatically download attachments. This will ensure that you can examine and scan attachments before they run. Refer to your email program's safety options or preferences menu for instructions.

1. Install reliable antivirus software. Antivirus software scans files regularly for unusual changes in file size, programs that match the software's database of known viruses, suspicious email attachments, and other warning signs. It's the most important step you can take towards keeping your computer clean of viruses. Norton AntiVirus is the world's leading antivirus software. It runs continuously in the background of your computer, providing constant protection from viruses, Trojan horses, worms, and other malicious code. To stay up-to-date on the latest online threats, Norton AntiVirus automatically updates its virus definitions whenever you're online.

Just in Case. . .
In case a virus finds its way to your computer, due to carelessness, an accident, or anti-virus software that hasn't been updated since you got it for your birthday last year, at least be prepared. Use PC backup software such as Norton Ghost to create a backup copy of your computer's hard drive. This way you can revert to the clean, undamaged version of your computer.

Handling Returned and Post Dated Checks

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 20:26:49 PDT

Returned checks

When the bank notifies you that it is returning a customer’s check for NSF (not sufficient funds), debit the customer’s account immediately—even if you plan to redeposit the check the same day.

For good internal controls, instruct your bank to address all returned checks to someone other than you—possibly the owner or a senior manager. This can protect you if an employee tries to use fictitious checks to cover temporary shortages.

Postdated checks

If a customer gives you postdated checks, treat them as a note receivable. In other words, debit it to Notes Receivable, not to Cash.

On the date written on the check, deposit it to your firm’s account, debiting Cash and crediting Notes Receivable.

New Printer? Change your QuickBooks Printer Settings

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 19:42:24 PDT

After you buy and install that new printer, don't forget to tell QuickBooks about it! You will want to be sure to change the printer to be used on each type of document your print: reports, checks, estimates, etc.

Attention QuickBooks Mac Users!

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 19:37:16 PDT

Are you planning to upgrade to the new Snow Leopard operationg system? If so, be aware that there are some compatability issues with QuickBooks

http://support.quickbooks.intuit.com/support/pages/knowledgebasearticle/qbmac_snowleopard

Intuit expects to release a patch, R8, ASAP to correct these issues. Until then, you might want to wait on the upgrade, or be prepared to work around the issues with QuickBooks.

New Computer? Don't have Payroll Subscription Number?

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 20:10:42 PDT

Recently a client called. Her computer had crashed and she bought a new one. Everything was fine until she sat down a few days later to process payroll.

Turns out, she had not written down her Payroll Subscription Number.

Ir that happens to you, you can call the folks at Intuit Payroll Services at
(800) 624-2106, Mon-Fri, 6 AM to 6 PM Pacific Time.

They will verify your QuickBooks software license and your payroll subscription status. Then they will give you the information you need to carry on.

Write down your license and payroll subscription information. But keep this information, just in case you forget or lose the info...

NSF Check - How to Record In QuickBooks

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 19:28:16 PDT

Step one:

Company>make journal entry - date it the day or month that the check bounced

· Debit bad debt expense $100.00 (for example)

· Credit checking account $100.00

· Save and close

Step two:

Banking>make deposits

· Deposit to your regular checking account

· Skip "received from" column

· Account should be bad debt expense

· Memo that you are depositing a replacement check

· Enter the amount

· Save & close or print as usual

This will increase bad debt expense when you make the journal entry and decrease cash in bank

Then when you make the deposit of replacement check it will zero out the bad debt expense and put the money back into your checking account

Track Mileage For Your Tax Records

noreply@blogger.com (QuickBooksGal) — Sun, 06 Sep 2009 19:24:11 PDT

You and clients can use Google Maps and the iPhone's GPS to keep detailed records of driving trips for your tax records.

This iPhone App makes it easier than ever to keep detailed records of driving mileage. Tap2Track Mileage lets you or clients document mileage for correct, solid, and defensible tax time deductions.

It's Cheap. Best of all, the App currently sells for $3.99 and is intended to be upwards compatible..

The product provides three options:

* Automatic. We'll calculate your mileage automatically using GPS.

* Manual. Enter or adjust trip mileage manually.

* Copy. Duplicate frequent trips and recent locations.

Keep the IRS Happy. At tax time clients can email you a fully complete, IRS-friendly mileage log in CSV/Excel format from their iPhone.

Next Step: Learn more here. http://www.tap2track.com/

Add It Up Bookkeeping - Reno's Bookkeeper

noreply@blogger.com (QuickBooksGal) — Tue, 25 Aug 2009 21:58:39 PDT

The QuickBooks Gal - We Do Books!

We're your partner!
One flat weekly or monthly fee covers it all!

FREE Pickup and Delivery Service
(Available for Qualified Accounts)

Business Owners

Are you working late nights & weekends just trying to keep up with your books?
Do you miss out on family time because you are balancing your checkbook or trying to track your expenses?
Do you find you are spending more time tracking your money instead of MAKING MONEY?
Do you know what your company is worth at any given moment?
Do you struggle with invoicing, paying your bills, getting through state & federal forms?
Has payroll become a monster that needs to be tamed?
Do you need someone to track receivables and pay bills?
If you have a home-based office?
Do you need a central location where your employees can go to complete payroll forms or pick up their paychecks?
Do you need a full charge bookkeeping, payroll and human resources partner?
Do you struggle with insurance and benefits?
Would you like to find a "pay as you go" solution to Workman's Comp?

If you can answer YES to any of these questions
and you don't want to hire a bookkeeping and human relations staff,
then call us at

Add It Up Bookkeeping
775-348-6600

We're your partner!
One flat weekly or monthly fee covers it all!

FREE Pickup and Delivery Service
(Available for Qualified Accounts)

Bookkeeping

Transaction Recording
Detail Records
Financial Reporting
Credit Card and Checking Account Reconciliation

Accounts Receivable

Billing
Invoices
Statements
Collections (additional fees may apply)

Accounts Payable

Record & schedule bills for timely payment
Pay bills & prepare checks for delivery or pick up - client signs & mails
Check Signing available - additional fee
Provide file copies of all paid invoices & corresponding checks
Security Control - We print your checks here on an "as needed" basis. No blank checks left around the office for employees or others to compromise, forge , or steal.

Payroll

Weekly, Bi-Weekly, Semi-Monthly, Monthly
Direct Deposit
Pay as You Go Workman's Comp (some restrictions may apply)
Social Security Number Verification
Payroll Records Management
Quarterly, Annual, On-Demand Reporting
W-2, 1099 Processing
Payroll Audit Support
We'll provide an Employee Paycheck Pick Up Desk
Real Security - Payroll checks do not process through your bank account - your operating account is not at risk of theft or forgery. We require that you open a "dedicated" checking account for Payroll & we create the checks - you just transfer funds the day before payroll - only the amount of your payroll disbursement is at risk. We create your checks in our office as needed - no blank checks to guard or lose.

Notary Public

Need a notary? We have a notary public on staff.
Free to our clients.

Human Resources Support

List job openings - we'll create your help-wanted ad & submit to your specified publications & websites
We provide a secure "secret" email address for applicants...your Inbox will not be flooded with candidates
We'll collect resumes & screen applicants - you just get just the ones that fit your needs
We'll check references
We can "pre-interview" applicants and provide interview notes to you
Schedule interviews with you from your qualified applicants

Shoebox to Computer

Have you been busy running your business and find yourself with a box of receipts & records? We'll create a bookkeeping file for you in QuickBooks.
Then, we will either continue to do your books or we'll create a training session designed just for you and your company...we'll teach you how to keep up your bookkeeping.
You can bring a backup to us monthly, quarterly or once a year for a "bookkeeping check-up" to be sure you are staying on track.

Shoebox Support Service

Record Sales & Purchases
Record Business Assets & Liabilities
Record Owner Contributions & Draws
Record Business Credit Card activity
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Why Won't Employee Show Up In Pay Employees Window?

noreply@blogger.com (QuickBooksGal) — Tue, 25 Aug 2009 21:38:37 PDT

I got a call the other day from a client who was about to proc

ess payroll. She discovered that one of her employees was not showing up in the list of employees to pay.

She went to the employee list...he was there. She went back to the Pay Employees screen, he wasn't there.

She called me to find out what the issue was.

It was simple....he was a former employee that had returned. When he did, she went to his profile and made him ACTIVE again. Everything looked great onscreen and it appeared that she had done everything correctly.

She had, however, forgotten one step: She had neglected to remove the TERMINATION DATE in his profile. As long as his file was marked Terminated, he would not show up in the Pay Employees window.

I suggested that she record a NOTE in his profile indicating his original employment date, the subsequent termination date, then modify his file to reflect the current re-employment date and eliminate the termination date. Once that was done, everything worked fine.

Remember, making an employee inactive will not terminate them; it will only stop their name from appearing on future Pay Employee windows. Any activity recorded for them will still appear in Payroll Reports and W-2's, but they will not show up when you record employee hours.

Conversely, once you've entered a termination date then just re-activating a returning or seasonal employee will not make them visible in the Pay Employees window.

I hope you find this useful...check back for more QuickBooks Gal tips.

Got a QuickBooks Mess? Call The QuickBooks Gal!

If you are looking for QuickBooks Enterprise Support,
QuickBase Support, Point of Sale Support
or if you're looking for Cash Register Solutions,
call us - we're Intuit Solutions Providers.

Call us for all Your
Point of Sale Needs!
Sales, Installation, Training & Support!
775-348-9200
qbdoc@qbdoc.com

Custom Business Solutions
1755 E Plumb Lane, Ste 101
Reno, NV 89502

QuickBooks Basics - Weekly Classes

noreply@blogger.com (QuickBooksGal) — Tue, 30 Jun 2009 14:47:29 PDT

Weekly QuickBooks Basics Classes Start This Week!

Every Thursday Beginning July 2nd at 9:00 and 1:00
Custom Business Solutions now offers 2 weekly sessions
The Basics of Using QuickBooks Accounting Software

2-Hour Sessions
Each Session is only $50

Seating is Limited!
Register today at http://www.qbgal.com/

Our Regular Classes:
Weekly - QuickBooks Basics
Monthly - QuickBooks Basics for Mac Users
Monthly - QuickBooks Basics for Point of Sale Users

Special Topics Classes:
QuickBooks Basics for Manufacturing, Contractors, Industry Specific
Peachtree
QuickBase

Customized Classes
Available upon request; see instructor or give us a call!

If you are looking to learn the basics of QuickBooks, increase your understanding and enhance your job performance, or you need some training in order to add skills to your resume, then these classes are for you!

Our certified experts are here to help...call us today!

Got a QuickBooks Mess? Call The QuickBooks Gal!
jayne@qbgal.com

If you are looking for QuickBooks Enterprise Support, QuickBase Support, Point of Sale Support or if you're looking for Cash Register Solutions, call us - we're Intuit Solutions Providers.

Call us for all Your Point of Sale Needs!
Sales, Installation, Training & Support!

775-348-9200
qbdoc@qbdoc.com
http://www.qbdoc.com/

3 Ways to Pay Credit Cards in QuickBooks

noreply@blogger.com (QuickBooksGal) — Sun, 21 Jun 2009 16:26:19 PDT

When you use a credit card to pay for goods & services, there are three ways to record those purchases into your QuickBooks company file.

Pay your credit card in full each month - paper check or online

#1 - If you pay your monthly bill in full, just Write a Check to the credit card company. You will then "expense" the charges in the accounting section of the check.

Don't forget that you have two tabs in the section where you enter your expenses....one is for expenses, and one is for items (affect inventory & Cost of Goods Sold). You can switch back and forth between the two tabs in order to record all expenses and items purchased with the credit card.

The total of the two tabs should equal the total of the Credit Card Amount you wish to pay.
If you pay your card online, you can enter "online" or the authorization number as the check number.

#2 - Select Enter Bills to create a bill. Use the same method to "expense" the charges as you did in Method #1. Then you can schedule the bill for payment at a later date.

Record all Credit Card Charges - Make Partial Payments Monthly

#3 - My preferred method to record credit card payments in QuickBooks is to use the Enter Credit Card Charges method. You will always use this method if you do not pay the credit card in full each month, but I use it regardless because it allows me to reconcile the credit card account monthly.

Select Enter Credit Card Charges and then either enter purchases & credits individually or you can create a vendor called "credit card purchases" for example and record one credit card charge in the same way you entered the check or bill in previous examples. Note: if your credit card statement spans two accounting periods, you may want to enter TWO separate charges if you use the bulk method...one for the first month's purchases on the statement and one for the second month's charges.

Then when you are ready to pay a portion of the current statement, you simply enter a bill for the amount you wish to pay and expense the payment to the CREDIT CARD (in the chart of accounts, the credit card account is near the top - this is liability account, so when you post charges, the amount increases and when you make a payment coded to the credit card, the amount decreases) .

Do not split the bill's expenses if you use this method!
You've already done that on the credit card charge.

Now reconcile the account just as you would the checking account! No one handles Credit Card use or reconciliations like QuickBooks does! Try this method....I find it really "ties" everything together.

I hope you find this useful...check back for more QuickBooks Gal tips.

Got a QuickBooks Mess? Call The QuickBooks Gal!

jayne@qbgal.com

If you are looking for QuickBooks Enterprise Support,
QuickBase Support, Point of Sale Support
or if you're looking for Cash Register Solutions,
call us - we're Intuit Solutions Providers.

Call us for all Your Point of Sale Needs!
Sales, Installation, Training & Support!

775-348-9200
qbdoc@qbdoc.com
www.qbdoc.com

Custom Business Solutions
1755 E Plumb Lane, Ste 101
Reno, NV 89502

QuickBooks Payroll Tax Table Update Released

noreply@blogger.com (QuickBooksGal) — Fri, 12 Jun 2009 15:45:00 PDT

Intuit has released a new Payroll Tax Table Update.

Check here for updates to QuickBooks 2007, 2008, 2009

Intuit QuickBooks Payroll Update 20916 was released June 16, 2009.

Payroll Update 20916 allows you to create paychecks dated in either 2008 or 2009.

It has selected federal updates for 2009, including federal withholding rates.

It also has selected state updates for 2009.

I hope you find this useful...check back for more QuickBooks Gal tips.

Got a QuickBooks Mess? Call The QuickBooks Gal!

jayne@qbgal.com

If you are looking for QuickBooks Enterprise Support,
QuickBase Support, Point of Sale Support
or if you're looking for Cash Register Solutions,
call us - we're Intuit Solutions Providers.

Call us for all Your Point of Sale Needs!
Sales, Installation, Training & Support!

775-348-9200
qbdoc@qbdoc.com
www.qbdoc.com

Custom Business Solutions
1755 E Plumb Lane, Ste 101
Reno, NV 89502