Being able to run the reports you need for your business is a must-have for business owners. In this video, Sam and Katie demonstrate how to use the Advanced Reporting feature in QuickBooks Enterprise.

In this video Katie and Spencer go over how to run a QuickBooks Enterprise Profit and Loss Report with a couple slice and dice features (examples below)

1. How to run your report by class. This means whether you prefer it to be by team members, by division, department, etc. The preference is up to you

2. Ability to compare by the previous period or previous year

In this video, our founder Katie Bunschoten, goes over how to complete a change order without a third party add on in QuickBooks Online, since a lot of our customers are switching over from QuickBooks Enterprise Contractor Edition. We had a client ask us recently and thought it would be great to go over and share will all of you. Katie is going to demonstrate this work around for you today! Need a more formal way to handle this process? Contact us, we're here to help you and offer 30min FREE discovery calls.

This video, hosted by our Founder Katie Bunschoten, provides insights into how to track fixed assets using QuickBooks Online Advanced. This feature has been recently introduced, and was previously a common issue faced by our clients when migrating from QB Enterprise.

It's here! Our shortened format QuickBooks Enterprise Inventory Features YouTube demo/tutorial. This one is focused on the Manufacturing Edition.

Learn why SEO matters for businesses of all sizes and how you can manage your SEO in-house to boost your search result ranking. Discover tips on conducting keyword research, creating content, optimizing URLs and descriptions, and building links. With a focus on providing value to your audience, these simple tips can help you improve your website's visibility and credibility, ultimately driving more organic traffic. Whether you're just getting started or looking to improve your existing SEO strategy, this video has something for you.

When you purchase lower-cost assets for your business, you might be able to write off the amount on your tax return to simplify your bookkeeping and taxes. A fun shortcut to help you with tax deductions for fixed assets is called the de minimis safe harbor election. The IRS has guidance in place that determines whether the amount you pay for tangible assets would be considered an amount too small in the eyes of the law. If it is, you may take that amount as a tax deduction, also known as a tax write-off.

We’ll discuss fixed assets, so you know what purchases are acceptable under the de minimis rule; capitalization, so you know how the de minimis rule bypasses it; and the maximum amounts you can spend to stay within the de minimis safe harbor.

In this edition of Katie's Desk, Katie gives her thoughts on the Silicon Valley Bank collapse.

Intuit has recently announced the decision to discontinue QuickBooks Point-of-Sale. Effective immediately, there will be no new sales of this software. However, new users can be added to existing POS systems through October 2, 2023.

The QuickBooks team released four useful updates to QuickBooks Online (QBO) in January. These changes are targeted at specific subsets of QBO users. Let’s take a look at who benefits from the software changes.

In this video, Katie demonstrates how to connect Salesforce to your QuickBooks Online Advance account and its features.

Hi, this is Katie, the President and Founder of Certum Solutions here in North Carolina, and I'm coming to you today to talk about something you've all heard of. I'm sure unless you live under a rock, you've heard of ChatGPT. And in true Katie form, I've been calling it "ChatGDP", but there ya go. It's ChatGPT. I will post a link to it as well as our blog post with my thoughts on the subject, in the description of this video.

These kinds of updates can save you a lot of time and help you get paid more easily if you take advantage of them. Goodness knows we could all use a little more rest and peace of mind at the end of the year! As always, let us know if we can assist you with your books, software conversions, or QuickBooks questions.

As we continue with our YouTube videos, I covered a commonly asked question this week on QuickBooks file types, when to use each kind, and what to do when you don’t know where your file is saved.

Take a complete tour of QuickBooks Online Advanced, led by our wonderful Katie Bunschoten. If you have any questions, feel free to schedule a complimentary chat with Katie by clicking the button below. Best of wishes!

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!

In this video, we describe how to go over automatic (or as automatic as possible) invoice reminders for your customers using QuickBooks Desktop. There’s a bit of nuance, but once completed, the software will draft the invoice reminders for you and remind you to send them.

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.