QuickBooks/ Bookkeeping Tip of the Week


Tip of the Week

Get the Tips and Tricks that every Bookkeeper should have in their bag, courtesy of our Accounting Services staff.


Charlene’s Tip

Team up with your Accountant

Did you know you can give your accountant access to your QuickBooks Online company file? This will allow them to review your books and help you with any tricky or confusing transactions, as well as make tax filing time much easier.

Interested? We can help walk you through the process of adding one of our accountants to your QuickBooks Online.


Charlene’s Tip

Deliver 1099s Online

QuickBooks Online offers you the ability to prepare and e-file 1099s with the Intuit 1099 E-File Service.QuickBooks will also mail a printed copy to your contractors at no additional cost, or you can invite your contractors to sign into a secure online portal to access their 1099s rather than having to wait for their printed copies in the mail.Ask your accountant how to prepare your 1099s through QuickBooks!


Candy’s Tip

Document tracking for 1099 Vendors

Seems like it is always a mad dash to collect W-9 in January of the filing year. A tip to avoid the stress is to collect the document in real time.

Quick Tip:

Before you cut that check to a service vendor or outside service provider, request a W-9 right away from the vendor. Even if you are not sure, it is always a good practice to request one anyway. And if turns out you do not need a to file 1099 for them it’s good to have that W-9 as a record of not qualifying for filing. You can download a PDF here on the IRS website: https://www.irs.gov/

QuickBooks Tip: You can attach and store that W-9 digital document in the vendor information in QuickBooks. No separate file system needed!

QuickBooks online Tip: QBO has a feature you can invite contractors to fill out their W-9 and sign them electronically, securely inside their intuit account


Donna’s Tip

Customize Your Icon Bar in QuickBooks Desktop

You can customize your icon bar to have quick access to frequently used tasks. Here’s how:

  1. View > Add Customer Center to choose different icons > Label them however you’d like
  2. View > Customize the icon bar with one touch access to a location in QuickBooks or any reports often used


Candy’s Tip

QuickBooks Online Mini Calculator

You can use the +, -, *, / and () to do quick math in any Quantity, Rate and Amount field. Press the Tab to calculate the results.

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