The QBC: QuickBooks® Client Newsletter Setting Up User Access in QuickBooks Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels. If you ever did your bookkeeping manually, you probably didn’t allow every…
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Setting Up User Access in QuickBooks
Tagged with: Access, Accounting, Accounts Receivable, Bookkeeping, Customer, customize, Easy, QuickBooks, restrict, Sales, Settings, Small Business, smallbiz, Users
Posted in QuickBooks
Posted in QuickBooks
Make QuickBooks Your Own: Specify Your Preferences
The QBC: QuickBooks® Client Newsletter Make QuickBooks Your Own: Specify Your Preferences Your business is unique. Make sure that QuickBooks knows how you operate. QuickBooks was designed to be used by millions of businesses. In fact, it’s possible to install…
Tagged with: Accounting, Bookkeeping, Customer, customize, Easy, expenses, memo, preferences, QuickBooks, Small Business, smallbiz, Tax, time
Posted in QuickBooks
Posted in QuickBooks
Using Sales Receipts: When? How?
The QBC: QuickBooks® Client Newsletter Using Sales Receipts: When? How? Some types of businesses always use sales receipts. Some use them occasionally. Here’s what you need to know about them. How do you let your customers know how much they…
Tagged with: Accounting, Bookkeeping, Customer, customize, Easy, finance, Invoice, Item, memo, QuickBooks, rate, sales receipt, Small Business, smallbiz, Tax
Posted in QuickBooks
Posted in QuickBooks
Employee Benefits Update: Year End 2015
This issue’s topics include: Determination letter limbo: IRS makes changes to determination letter program Tibble case puts focus on fiduciaries’ ongoing duties Give employees more bang for their buck: How to use default deferral rates and auto-escalation clauses Is a customized TDF…
Tagged with: 401k, Accounting, auto-escalation, benefit, Business, Compliance, Consultants, customize, default deferral rate, determination letter, DOL, employee, Employer, ERISA, Fiduciary, IRS, management, participant, plan, regulations, Retirement, retirement plan, rollover, TDF, Tibble
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 