by Lynda Artesani | Aug 1, 2021 | Data Migrations, General Tips, Other, QuickBooks, Work Processes
We are continuing on the series of QuickBooks Online for Attorneys, and after much hard work, we’ve finally arrived at a place where I think you are ready to get your hands dirty with starting to do some transactional work. By now you should have set up your...
by Lynda Artesani | Jan 5, 2020 | General Tips
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...
by Lynda Artesani | Nov 10, 2019 | General Tips
Looking for a bookkeeping service for your small business? Before you type in “bookkeeping service near me,” it’s important to know that there are better ways to find what you need. Review these tips when searching for a bookkeeper or bookkeeping...
by Lynda Artesani | Sep 15, 2019 | General Tips
Trust Accounting the check method is a method I see with established firms with the partners that have the accountant or bookkeeper write a check from the IOLTA or Trust Bank Account to be deposited into the Operating Account. One check per client. That...
by Lynda Artesani | Jun 9, 2019 | General Tips
QuickBooks Tips and Tricks – Part 2! Today we journey down the road to duplicating a tab in your chrome browser and also get into creating some custom reports. We will schedule them to be used in your accounting practice. Great tips if you have...
