In the early days, QuickBooks Online was only suitable for the simple bookkeeping customer. Anyone with complicated business bookkeeping needs or inventory had to use QuickBooks Desktop (QBD). Well, things have sure changed since then. Intuit has put all its resources into improving QBO and its customer support.
Keep in mind that there are still some things QBD still does better. It is only possible with Enterprise with Advanced Inventory to track serial numbers and use FIFO. Companies that need highly customized form templates will need to stick with QBD until QBO makes their templates as flexible as the QBD ones. The interesting part about QBO is that it is constantly adapting to its users needs and suggestions. I expect one day soon that it will be as powerful a tool as QBD, and even better for some of the reasons I’m about to tell you.
Now QBO Plus can do all but the most complex inventory. It has custom fields galore and classes (categories). It comes with multi user (no server to set up or cloud hosting to buy). It automatically updates itself. It automatically uploads your banking info every day (no manual uploads or falling behind). You can instantly chat with help, and their phone support is US based. There are many advantages to moving to QuickBooks online, and QuickBooks Guru Consulting can help you make the switch and provide pricing that is around 50% off retail.
Did you know that there is a way to make your checks and transfers in QuickBooks actually affect your bank account?
What that means is that you can write a check to pay a vendor, mark it as an online transaction, and then when you share the data with your bank, an electronic bill payment is created. Simply said, you can write a check in QuickBooks and know that your bill is paid without having to go to your bank website and create a bill payment transaction, without having to mail a check, it’s just that simple.
The real trick is getting your bank set up correctly. If you are interested in setting up your bank to accomplish these effortless electronic payments and transfers, keep your eye on my feed for the next week or so, I am going to explain how it’s done.
Here’s a surprising fact – many representatives at Intuit customer support don’t know how to set this up!
It really depends upon what features are more important to you.
Pro Version Costs $209.97 for three years*
Online Essentials Costs $13.47 per month.* Never needs updating. ($161.64 per year, $484.92 for 3 years)
||On your computer, not online so it is Quick and Responsive . Can only be used online with extra cost and software.
||Online Only – but can be slow to use without a fast internet connection. Must always be online to use.
||Invoices and Forms extremely customizable. Use multiple templates. (for example, I run two different product lines from my company and have a different invoice templates for each product – I cannot do this in the online version).
||Invoices and Forms limited customization. Use only one template.
|Banking Downloads must be clicked on to start
|Banking Downloads are automatic
Backups can be automatic, but must be set up and checked on occasionally
||Automatically backed up
||Run multiple companies with no additional cost.
||Addition subscription required for each new company.
||Online Community and Support Site always available. Phone support free for 30 days after activation. **
||Online Community and Support Site always available. Phone Support included. **
*Must be purchased through an Intuit ProAdvisor for this 20% discount on Desktop versions and 50% discount on Online Versions.
**I find QuickBooks phone support pretty useless. If you can’t find the answer on their support site, call me.
Amy Bergey , the original QuickBooks Guru, is honored to have been contracted by the Suwanee County Extension Service in Live Oak, Florida to teach a class in QuickBooks to women agricultural entrepreneurs. The class will be held as a part of “Annie’s Project” on May 22nd, 2015 . If you are interested in attending, please contact the Suwanee County Extension Service at (386) 362-2771.
To learn more about Annie’s Project, see their Facebook page at https://www.facebook.com/pages/Annies-Project-Education-for-Farm-Women/109920975744610.
Only one week to go before personal Tax Returns are due. If you can’t file by the 15th, make sure you file an extension. We can help! Contact us today.
Check it out at http://www.thumbtack.com/fl/fort-lauderdale/quickbooks-classes/. Results may vary daily.
Contact us for all of your QuickBooks needs. We love to help you understand your bookkeeping and achieve that “AHA” moment.
Do you know a small business that struggles with their bookkeeping (or their bookkeeper)?
This article explains why remote consulting is the way to go for so many small businesses.
If you or anyone you know could benefit from this type of service, please give us a call, or check out our other website at
I know this is unrelated to my other content, but I just wanted to give a shout out to some of my favorite awesome businesses.
Gan Eden Farms: Delicious herb infused and ghost pepper (HOT!) apple cider vinegar and jams. The Mango Ghost Pepper jam is my personal favorite on chicken or fish, while the Just a Tingle is great over cream cheese at parties. The vinegars make fabulous salad dressings and marinades. Gan Eden Farms Website
Pinnacle Financial Advisors of America: Knowledgeable and personal advising services to increase your wealth and plan your ultimate retirement. Pinnacle Financial Advisors Website
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Air Boca: The best air conditioning repair, maintenance, and installation company I have ever found hands down. Air Boca Website
Are you a small business owner struggling with your bookkeeping? Stop wasting your time and let us take care of it for you.
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Amy Bergey the QuickBooks Guru
People like me, who grew up using the keyboard and control key instead of the mouse will really appreciate these tips. Of course all of these shortcuts are available in the menus as well.
Control + M = brings up the Memorize Transaction option
Control + Delete = Delete the selected line in a transaction
Control + Ins = Insert a blank detail line in a transaction
Control + N = Create a new transaction or list item
Control + D = Delete the current transaction or list item. Please note that you cannot reverse this once done, usually
Control + E = Edit an item in an item list, or in a register
In a date fields:
+ (plus key) Advance to the next day
– (minus key) Previous day
W First day of the Week
K Last day of the weeK
M First day of the Month
H Last day of the montH
Y First day of the Year
R Last day of the yearR
On April 08, 2014, Microsoft support for Windows XP ended. Windows XP is a 12 year old operating system. There will be no more security updates or technical support for windows XP and on the same day support for Office 2003 also ended. It is important that we upgrade our operating system to a modern version, such as Windows 7 or 8.
WHAT DOES THIS MEAN?
If you are still using windows XP, it will leave your computers vulnerable to hackers, viruses, and other security risks, because Microsoft will no longer be providing technical assistance and critical updates for users of Windows XP. It is strongly recommended that users upgrade to a new version of Windows in order to benefit from enhanced security, broad mobile device choices, and higher user productivity.
Let me show you how QuickBooks online can serve almost any company’s needs without the need for expensive hosting or servers. I can also save you 20% off the listed prices!
I can $ave you 20% of the retail prices! Contact me for details.
QuickBooks desktop likes to convince people that they have to upgrade every year. The truth is that you only have to upgrade every three years. In my opinion, you should save the money. The versions really aren’t all that different. On the other hand, online QuickBooks never needs upgrading.
You should always check the next day to ensure that your payroll wasn’t rejected. Go to the Payroll Center, and left of where it says “Start Scheduled Payroll” click the “Related Payroll Activities” button, then in the drop down menu choose “Send Payroll Data”. This will take you to the window where you usually submit the payroll each week. In a section near the bottom of this window is a list of Confirmation Reports that are available for viewing and printing. If you got a confirmation report for yesterday’s payroll, it would also be listed here.
Hi, I’m Amy Bergey and some of my clients call me the QuickBooks Guru. I have been working with Computer Accounting professionally for over 30 years. I provide QuickBooks, Xero, Microsoft Office training, and software consulting for small business.
As President of Go-Green-Bookkeeping, I offer affordable payroll services, along with monthly, quarterly, or daily completely remote bookkeeping services. Remote bookkeeping automatically and accurately records day to day banking transactions, giving you more time to focus on the things you do best.
I got my start growing up as the daughter of Michael Block CPA, who owned a computer store back when many businesses still didn’t have computers, let alone bookkeeping systems. He is a nationally recognized QuickBooks Expert. Working with him, and then on my own for the last 28 years, I have been able to help many small businesses set up and maintain easy to use accounting systems and to train their staff. I help companies who have fallen behind or made mistakes to catch up and clean up their books and get back on track. My goal is to maximize profits for my customers through the use of effective accounting practices and regular reporting.
•QuickBooks/Xero/Microsoft Private Lessons and Seminars taught by a Certified Professional
•Review and Clean-up of Company files in QuickBooks or other Accounting Software
•New Business Set-up / Incorporations / Sub-S Elections / EIN Applications
•Data transfer from one software to another
•Remote Bookkeeping Services
•Accounting and POS Systems: Recommendations, Installations, Integration, and Hardware
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