• QuickBooks Tips & Tricks: Password Set Up for QuickBooks Pro and Premier

    For the password feature, each person is setup individually. The designation of the specific areas of the software that the user is allowed to work in, as well as limiting the activities a user can pe...
    Jun 09, 2013 No Comments

  • Ask the Expert: QuickBooks Online or QuickBooks for Mac?

    Q – Why wouldn’t a client that has never used QuickBooks & has a Mac be better off to sign up for QuickBooks on line? A – Like with the decision between QuickBooks for Windows produc...
    Jun 09, 2013 1 Comment

  • Send Journal Entries with QuickBooks 2013

    With the 2013 products there were a couple of notable changes for the journal entry screen: With the change in the user interface, the ability to hide the journal entry list at the bottom is now a to...
    Mar 25, 2013 No Comments

  • QuickBooks Tips & Tricks – Voiding a Check

    There are two alternatives for voiding a check or bill payment depending on the timing.  The first is voiding a check immediately, such as a problem with printing, an error discovered before the chec...
    Mar 25, 2013 1 Comment

  • Client Data Review: Write Off Invoices

    The Write Off Invoices tool included in the Accountant Edition products provide a quick way to adjust outstanding invoices without the need to create an entry one at a time. It is recommended that bef...
    Nov 06, 2012 No Comments

  • Preparing for Form 1099

    It is now the start of the 4th quarter and year end planning and preparation is well underway. Capturing the data that will be required for year-end compliance work can be done throughout the year, bu...
    Nov 03, 2012 No Comments

  • Intuit Has Changed Software Download Procedures

    A few months ago, as part of a software upgrade at Intuit, the procedures for downloading software changed. Most of the ProAdvisors have probably already figured this out from downloading the new 2013...
    Oct 02, 2012 No Comments

  • Building Your Business with Referrals

    Referrals have always been the primary source of business for us. In fact, McWilliams & Associates was founded when I was considering how I could take my CPA and Controller experience and help sma...
    Sep 29, 2012 15 Comments

  • Ask the Expert: Vendor Deposits

    Question: I am not sure of the proper way to enter: 1) The payment was made to the vendor (via credit card) for a retainer; 2) The invoices to be applied against the credit were received and show the...
    Sep 23, 2012 No Comments

  • Featured Client: The Avogadro Group

    Overview The Avogadro Group, LLC is a source testing and consulting firm that focuses on combustion and process-generated air pollution emissions, emissions measurement, emissions control devices, CEM...
    Sep 23, 2012 No Comments

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