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
Are You Applying Finance Charges? Should You Be?
The QBC: QuickBooks® Client Newsletter Are You Applying Finance Charges? Should You Be? Assessing finance charges is a complicated process. But if you have a lot of late payments coming in, you may want to consider it. There are many…
Tagged with: Accounting, assess, Bookkeeping, charge, Customer, due date, Easy, feature, finance, finance charge, interest rate, Invoice, late payments, Payments, QuickBooks, rule, Small Business, smallbiz
Posted in QuickBooks
Posted in QuickBooks
Use QuickBooks Custom Fields to Improve Insight
The QBC: QuickBooks® Client Newsletter Use QuickBooks Custom Fields to Improve Insight QuickBooks’ structure is universal enough to appeal to millions of small businesses. Custom fields help you shape it to meet your company’s unique needs. If you’re using QuickBooks,…
Tagged with: Account, Accounting, Bookkeeping, Company, Custom Fields, Customer, customer center, Easy, employee, feature, insight, Inventory, Invoice, Item, names, preferences, QuickBooks, Records, Small Business, smallbiz, Templates, Tips, vendors
Posted in QuickBooks
Posted in QuickBooks
Insero Named a Rochester Metro Area 2016 Top Workplace
Insero & Co. CPAs has been named one of the 2016 Top Workplaces in Rochester by the Democrat and Chronicle. The firm was also honored with a Special Award for Ethics, described by the phrase “This company operates by strong…
Tagged with: Accounting, Best Accounting Firms to Work for, Business, Career, Certified Public Accountant, Community, Compensation, CPA, DandC, Democrat and Chronicle, Employee Benefits, Employees, Employer, Ethics, Integrity, Small Business, smallbiz, Top Workplaces, values
Posted in Careers, News
Posted in Careers, News
Insero and JC Jones Announce Strategic Alliance
Insero & Co. CPAs, LLP (Insero) and JC Jones & Associates, LLC (JC Jones) have announced the formation of a strategic alliance designed to enhance each firms’ service offerings. “This alliance is the result of years of working together on…
Tagged with: Audit, Business, CDLM, CNY, Corning, corporations, Cortland, Education, FLX, Government, Insero, ITH, Ithaca, John Dietershagen, local, merge, merger, middle market, Nancy Catarisano, not-for-profit, ROC, Rochester, Small Business, smallbiz, Southern Tier, Watkins Glen, WNY
Posted in News
Posted in News
What QuickBooks’ Calendar Can Do for You
The QBC: QuickBooks® Client Newsletter What QuickBooks’ Calendar Can Do for You Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating…
Tagged with: Account, Accounting, Bookkeeping, calendar, daily, due, Easy, entered, monthly, preferences, priority, QuickBooks, reminders, Small Business, smallbiz, Tips, to do, Transaction, tricks, type, weekly
Posted in QuickBooks
Posted in QuickBooks
How to Add Documents in QuickBooks
The QBC: QuickBooks® Client Newsletter How to Add Documents in QuickBooks Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve…
Tagged with: Account, Accounting, accounts, add, attach, Bookkeeping, documents, paperless, preferences, QuickBooks, remove, scan, Small Business, smallbiz, Tax, The Doc Center
Posted in QuickBooks
Posted in QuickBooks
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 