Year End Archives - ArtesaniBookkeeping

Category Archives for Year End

Using Management Reports in QuickBooks

Have you ever tried using management reports in QuickBooks? They are a bit hidden, so I tagged this post under my categories of hidden things. As a result, this report grouping is probably not utilized often because of where it is under the reports tab. However, it is one you should consider using if you […]

Year-End processes for QuickBooks Online – Part 3

Year-end processes for QuickBooks Part 3 is the final post on this topic. This 3-part series is of the tasks I perform on client files, typically quarterly or monthly. But it is very important to give the records a good look thru at year-end. This last part is where you analyze the data. If […]

Year-End processes for QuickBooks Online – Part 2

Year-end processes for QuickBooks Part 2. Such a great topic for this time of year. Who doesn’t want to have their books in order proactively? If you would like to see Part 1, you can access it here. There are a few things I like to do at year-end for my clients. As we sit here ready […]

Year-End processes for QuickBooks Online – Part 1

Year-end processes for QuickBooks is a topic I thought would be a timely to explore. There are a few things I like to do at year end for my clients, just to get their files tidied up. Next month tends to be the month of the cleanup jobs. So, I want to have my current clients […]

4th Quarter Planning QuickBooks Online

4th Quarter Planning QuickBooks Online. Have you thought about this? It is something you want to do as we get deeper into the year and as 2018 draws to an end. So what are the little things you can do to prepare? How about list clean up? You can also use the vendor list […]

1099’s and QuickBooks Online

1099’s and QuickBooks Online (QBO). Pretty easy to use. You can set up tracking the first time you pay your subcontractor. As you add the vendor, click the checkmark “to track payments for” and enter their Tax ID. For most independent contractors, this is probably their social security number. If you don’t do this at […]

Double Revenue – How to correct in QBO

Double Revenue? How is this possible? You may be noticing this today as you review your year-end records in QuickBooks Online (QBO). While it would be wonderful to have double revenue with single expenses. It would not be wonderful to pay taxes on monies not earned. Double Revenue: How to spot the error….My first “red flag” […]

H app y New Year! My Favorite Apps…

H app Y New Year everyone. Today’s post is all about my favorite Apps. Now, there are many to choose from. Just click on apps.com and see. This is the main source for all apps QuickBooks Online (QBO). These have been vetted by Intuit and are safe to use in the program. A very important […]

Year-End tips for QuickBooks Online

Here are my year-end tips to help you save time and save money going forward for your business. Yes, I am back singing the praises of my favorite app, Hubdoc. But it truly is a real time-saver. If you hate data entry, Hubdoc will do this for you. In the video, I demonstrate two […]

Christmas Bonus Time of Year

It’s beginning to look a lot like Christmas bonus time of year! As a business owner, this is the time of year to be looking at your records. Minimally, the Profit and Loss report. Most of us don’t need the records to know when the year was good or bad. You just know it. […]

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