Certum Solutions Resource Library
Your go-to hub for free expert resources on accounting, business software, business tips, technology tips, and more. Browse our library of free downloadable templates, video tutorials, how-to blog articles, accounting software comparisons, CFO insights, & more.
FREE DOWNLOADABLE BUSINESS RESOURCES
Boo! What is a Workers’ Compensation Ghost Policy—and Why Should You Care?
In the construction industry, there’s a reasonably high risk of injury on a job site. It can be a good idea — or even a legal requirement — for businesses to have a workers’ compensation policy that covers employees’ injury or illness in the workplace. But, there’s a surprising type of insurance that can leave construction workers without coverage: a ghost policy.
4 Ways to Take Your Manufacturing Business to the Next Level
Whether it was inventory control, lack of skilled workers or shifting supplier bases, manufacturers were already facing enough challenges before the pandemic disrupted everything. With ongoing issues, such as supply chain and cash flow, only getting worse by this unprecedented year, how can you get solutions to these problems and ultimately take your operation to the next level?
The Changing Meals and Entertainment Deduction
What’s the latest on the meals and entertainment (M&E) deduction? While the costs of eating while doing business, or entertaining clients and prospects, was a big tax write-off for years, the Tax Cuts & Jobs Act (TCJA), signed into law in 2017, curtailed this deduction until recently. At least for now, pandemic relief for businesses has partially reinstated the deduction.
5 Ways to Give Better Customer Service
Pay attention to your customer service, or your business is going to suffer. It’s that simple. Stress, work/life balance, running a business and putting out fires can distract us from providing great service. While we are all human and these issues are common, your business will struggle if you cannot meet your customers’ needs.
3 QuickBooks Online Features to Take Your Business to the Next Level
As business owners, you often have so much on your plate that finding the time to grow your business seems as if it’s a back-burner activity. Without the proper tools and resources in place, you simply can’t reach your goals and realize your untapped potential. That’s where our team at Certum Solutions comes in – as well as the power of QuickBooks Online (QBO).
QuickBooks Online Advanced Demo: Features, Workflows, & More
Explore QuickBooks Online Advanced in this full demo with Katie Bunschoten. Learn about workflows, automation, expenses, reporting, and how QBO Advanced compares to QuickBooks Desktop.
QuickBooks Enterprise Manufacturing Guide [Video]
Get a complete overview and understanding of the intricacies within QuickBooks Enterprise. This tutorial has a general overview, details on industry areas, preferences, customers, vendors, inventory, employees, reporting, and more fun tips!
Strategic Planning is not just for the Fortune 500
As the leaves turn and the seasons change, pumpkin spice starts peppering desks, and the accounting staff start prepping for end of year, another project hits my desk. Every October through November I take the time to revise our yearly strategic plans for the following year. This year’s looks considerably different from last, given the pivots that took place in March, but many things remain the same.
QuickBooks Enterprise Express Pick and Pack
QuickBooks Enterprise Express Pick and Pack was enhanced in QuickBooks Enterprise Version 2020. While only available in the Platinum (Advanced Inventory) Edition, it is meant to save you time when building out roles, and when switching roles, for picker ad packers, as well as associated actions and approval processes.
How to Update Your Unemployment Rate in QuickBooks Online Full Service Payroll
We’ve been fielding some questions about updating unemployment rates in QuickBooks Online when you have Full-Service Payroll. Let’s talk about how to update your unemployment rate in QuickBooks Online Full Service Payroll.
QuickBooks Online Automatic Invoice Reminder Emails [Video]
Automated Invoice reminder emails are set up differently in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Desktop. These videos go through the two different avenues to send automated reminders to your customer when their payment is due on the QuickBooks Online platform. I will add another post with the QuickBooks Desktop method soon.
Data File Fragments and How to Fix Them
As you can imagine, the more fragments you have the more of a maintenance issue you have. The lower the number the better it is. The magic number is under 20, but if you are over this then it isn’t the end of the world. You are just in the yellow zone. The fewer fragments you have the quicker that the file can be read. File fragments in and of themselves are not the problem – you will never have 0 fragments. They are just one of the gauges to measure file health (highest I’ve seen was over 300, and that was a rough one!).
Setting Up Warehouse Worker Users in QuickBooks Enterprise
I have the inventory scanner, barcode scanner, setting up the Advanced Inventory preferences…everything… NO USERS.
So, we are about to fix that.
Turning on Advanced Inventory in QuickBooks Enterprise
Many of our posts are based in QuickBooks Enterprise and require Advanced Inventory to be on (required Platinum or higher subscription). To turn on Advanced Inventory, you will open up QuickBooks Enterprise and navigate to Preferences, under the Edit menu.
How to Enter Checks in QuickBooks Online, and When to Use Checks Instead of Enter Expenses
In this quick video I show you how to enter a check in QuickBooks Online (we used Advanced, but it will work for all QuickBooks Online editions). You will also learn when you would want to use the Write Checks function instead of the Enter Expenses function. While you can enter checks using the Expenses screen, I don’t recommend it typically for a few reasons. If these reasons are not important to your business, then using the Expenses screen is sufficient.
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