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Author: Harriet Gatter

Beware Scammers Posing as QuickBooks Support

May 16, 2025May 16, 2025 Harriet Gatter

There’s a new scam targeting QB Desktop users — scammers harvest multi-company license keys (especially those tied to payroll), then resell them for a tidy profit.

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ManagementQuickbooks

Numbering Customer & Supplier Forms

May 2, 2025May 2, 2025 Harriet Gatter

Question: Is there a good way to number customer and supplier forms in QuickBooks?

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Management, Marketing and SalesAccounting, Quickbooks, Sales

How To Enter Credit Card Charges on QuickBooks Online

April 18, 2025April 18, 2025 Harriet Gatter

Having trouble finding where to enter credit card charges? QuickBooks Online does make this hard to find.

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Homepage News, ManagementAccounting, Quickbooks

Navigating the QuickBooks Year-End Process

April 4, 2025April 4, 2025 Harriet Gatter

QuickBooks has a simple year-end process for both QB Desktop and QB Online. The distributor/owner’s role in this process is to record all cash inflows and outflows through the year-end (bank and credit card transactions) and reconcile these accounts with their corresponding statements.

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ManagementAccounting, Quickbooks

I Hate Accounting! What Can I Do?

March 21, 2025March 24, 2025 Harriet Gatter

I hear this often, and it’s OK. Sales is your superpower, and what a skill that is! If you do your accounting and it takes too long or you expend too much energy, it’s defeating and likely not cost-effective.

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Homepage News, ManagementAccounting, Management

What Do You Need To Set Up an LLC?

March 7, 2025March 21, 2025 Harriet Gatter

An Employer Identification Number could be a more secure choice than your Social Security Number when setting up an LLC.

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Homepage News, ManagementDistributor, Llc, Security

QuickBooks Online Changes Often

February 21, 2025February 21, 2025 Harriet Gatter

The good news is that QBO is continually tested and it is improving. The bad is that the learning curve is, and will be, long and shallow.

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Homepage News, Management, Marketing and SalesAccounting, ask the accountant, harriet gatter, Quickbooks

Where Are My Sales Orders in QuickBooks?

February 7, 2025February 7, 2025 Harriet Gatter

QBO does not have a sales order function. Sales orders, purchase orders and estimates are what are known as “non-posting” transactions.

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Homepage News, ManagementAccounting, Quickbooks

What Are the Benefits of QuickBooks Online?

January 24, 2025January 24, 2025 Harriet Gatter

The most obvious benefit is that QuickBooks Online (QBO) is accessed online, from anywhere you can log in – on the road, from your office, home or wherever. And, so can your employees or accountant.

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Homepage News, ManagementAccounting, Quickbooks, Sales

Why Does This Sales Tax Report Look Different?

January 17, 2025January 17, 2025 Harriet Gatter

When you migrated from Premier to QBO, some of the orders were written with sales tax calculations in Premier and some with the automated sales tax in QBO. This results in multiple lines of sales taxes data.

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Homepage News, Marketing and SalesAccounting, ask the accountant, Quickbooks

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