Have you ever wondered how your business has been doing from year to year? You can run comparative financial statements in QuickBooks. Click Reports on the top menu bar, Company & Financial, Profit & Loss Prev Year Comparison.
If you'd like to see numerous years displayed, follow these instructions: - Click Reports on the top menu bar, Company & Financial, Profit & Loss Standard.
- Click "Modify Report" on the upper left of this window.
- Change the date range to the time periods you'd like to compare (ex. 1/1/10 - 12/31/15); further down on this window is a drop down to "Display columns by xxxxx across the top" - click the drop down and choose "Year" and click OK.
You can also modify the report to display monthly totals in the current year by changing the date range to "this current year" and changing the Columns to "Month." To memorize the report (to avoid having to modify it each time) with the report displayed, click the Memorize button on the top of the report window and name the report. When you need to access it again, click Reports on the top menu bar, Memorized Reports, and your report will be listed here.
Written By: Debbie Denny, Advanced Certified QuickBooks ProAdvisor 920.337.4558 ddenny@hawkinsashcpas.com
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Recommended Retention Schedule
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 Do you know how long it is recommended for you to keep customer and vendor invoices, checks or depreciation schedules? We have a handy record retention schedule that you can always reference when going through your files.
Click HERE to access the digital version, or contact your local Hawkins Ash CPAs office to get a magnet to stick to your file cabinet.
Many of our offices are scheduling shred events for this fall. Offices will have onsite shredding available to clients. Visit us online to see if there is a date set near you. www.HawkinsAshCPAs.com |
Sometimes when using QuickBooks Online, things don't display or work correctly. One of the first troubleshooting steps is clearing your browser history and cookies. The bad news for most of us is when we delete the history and cookies, all the saved passwords for various websites are cleared, and the banking sites no longer recognize your computer. So now you have to answer all sorts of security questions and perhaps wait for texts or emails with confirmation numbers to be received before you can access these sites again.
To avoid the hassle of this, the easiest thing to do is set up a separate user in Chrome that is specifically used for accessing QuickBooks Online. With the separate user, if you would have to clear your history or cookies, it would only clear for that user. To set up a separate Chrome user, when in Chrome, click on the button with the three dashes on the upper right hand side of the screen and select settings. Under people, select add person. A screen will pop up allowing to select a picture and name the user. You can also create a desktop shortcut for this user at the same time. Then click on add to save the user.
 Written By: Rebecca Doyle, CPP, Advanced Certified QuickBooks ProAdvisor
920.337.4524
rdoyle@hawkinsashcpas.com
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| How To Use The QuickBooks Calendar |
The QuickBooks calendar offers ways to track meetings, appointments and reminders. To access your Calendar, check the left side pane of your QuickBooks program. When you open the Calendar, it will automatically show the current month and the current date. Under All Transactions there are many different reminders to set up. I will show you an example of To Do. On the lower right side of the calendar, you should see Add To Do. Click on this and the listing will appear. You can add a Task, Appointment, Meeting, and many other options. If you want to link this to a Customer, Vendor, or Employee, check the box labeled as WITH. Indicate the date and time, and then in the details box list any notes that you want to see with your event. Then click on OK to save your To Do item.
You can also set up user preference under Edit >Preferences>Calendar. You can control your Calendar Settings by; View (daily, week, or monthly), Weekly View (5, 7, or variable days), and Show allows you to set the items you want to see. Listed within this feature is also Upcoming & Past Due Settings. You will also want to open Reminders and check Show Reminders List when opening a Company File. This will then show you reminders each day when you open QuickBooks.
 Written By: Renee Kabat, Certified QuickBooks ProAdvisor rkabat@hawkinsashcpas.com 608.793.3154
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