Recent Posts by Sandy Rockwell

How to Clean Up QuickBooks for 2020

We know December is a busy month. However, take some time now to make sure QuickBooks is ready for 2020. Yes, it’s here again: the end of the year. You probably have a lengthy to-do list full of tasks that must be done before December 31. There’s one task—or rather, a series of tasks—that you…
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Have You Explored QuickBooks Online’s New 2019 Features?

Intuit keeps innovating. Here are some of the changes the company introduced for QuickBooks Online in 2019. Whether you can see them now or not, Intuit added and enhanced a ton of new features in 2019. Some of you may not see all of them until 2020, since the company typically rolls them out slowly.…
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Setting Up Sales Taxes in QuickBooks, Part 1

If your business is required to collect and pay sales taxes, you can use QuickBooks’ tools to help you meet those obligations. Next to payroll, state sales taxes represent probably the most complex element of your accounting tasks. QuickBooks can help with the mechanics, but there’s a lot you need to learn before you can…
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How to Create Projects in QuickBooks Online

If you’re using QuickBooks Online Plus or Advanced, you can create projects and track their profitability. You already know how to determine whether your business is making or losing money overall: you run a Profit and Loss report. But what if you want to break this data down further? How can you tell whether the…
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