Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Too Many Transactions in QuickBooks Online? Create Rules

It’s important to categorize transactions, but it takes time. If every day brings several dozen into QuickBooks Online, you can automate this process. One of the cardinal rules of accounting is this: Go through your new transactions every day. If […]

categories: QuickBooks Online

tags: QuickBooks Online // transactions

Too Many Transactions in QuickBooks Online? Create Rules

It’s important to categorize transactions, but it takes time. If every day brings several dozen into QuickBooks Online, you can automate this process. One of the cardinal rules of accounting is this: Go through your new transactions every day. If […]

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How Do You Manage Vendors in QuickBooks?

categories: quickbooks // QuickBooks Desktop // QuickBooks How-to's

tags: quickbooks // Supply Chain // Vendors

How Do You Manage Vendors in QuickBooks?

In these days of supply chain issues, you need to keep track of your vendors. QuickBooks has this covered. If you buy and resell products, or if you need to purchase materials to create your own items, good management of […]

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categories: QuickBooks Online // Reports // Uncategorized

tags: QuickBooks Online // reports

Getting Started with Reports in QuickBooks Online

You should be running reports in QuickBooks Online on a weekly—if not daily—basis. Here’s what you need to know. You can do a lot of your accounting work in QuickBooks Online by generating reports. You can maintain your customer and […]

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categories: Uncategorized

Hiring An Independent Contractor? How QuickBooks Online Can Help

Are you taking on a worker who’s not an employee? QuickBooks Online includes tools for tracking and paying independent contractors. The COVID-19 pandemic created millions of self-employed individuals and small businesses. Whether they chose to, or circumstances forced them to, […]

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Memorized, Commented, and Scheduled Reports in QuickBooks

categories: quickbooks // QuickBooks Desktop

tags: Memorize // reports

Memorized, Commented, and Scheduled Reports in QuickBooks

Have you explored what you can do with QuickBooks reports once you’ve created them? QuickBooks reports are your reward for tracking your business income and expenses conscientiously. Rather than scanning through lists of customer invoices to see which ones are […]

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How to Automate Email Reminders for Overdue Customers

categories: quickbooks // QuickBooks Online

tags: Automation // reminders

How to Automate Email Reminders for Overdue Customers

One way to keep your company’s cash flow positive is by sending email reminders to overdue customers. QuickBooks Online can automate this. Most small businesses struggle with cash flow. How do you get customers to pay by the due date, […]

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Bundling Items in QuickBooks? Build Assemblies

categories: bundling // quickbooks

tags: Build assemblies // Bundling

Bundling Items in QuickBooks? Build Assemblies

If you regularly sell the same groups of products, you can save time by creating assemblies. Some things just naturally go together. If you manage a fast-food restaurant, for example, you probably sell similar combinations frequently, like a double cheeseburger, […]

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How to Maintain Customer Records in QuickBooks Online

categories: Add-ons // quickbooks // QuickBooks Online

tags: Customers // QuickBooks Online

How to Maintain Customer Records in QuickBooks Online

Your customers are your company’s lifeblood. Make sure their records are thorough and up-to-date. When companies buy other companies, what’s often considered the most critical asset? The customer list. When a business is damaged and data possibly lost, which set […]

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Start 2022 Off Right: Clean Up QuickBooks

categories: quickbooks // QuickBooks How-to's // Uncategorized

tags: Critical reports

Start 2022 Off Right: Clean Up QuickBooks

Is Your QuickBooks company file ready for 2022? Three things you can do to put things in order. January is always such a transitional month. You’re trying to wrap up everything that didn’t get done during a hectic December. At […]

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