Client Articles and Resources

Understanding the Importance Setting Up Products & Services in QuickBooks Online

When setting up your QuickBooks Online account, it is very [...]

By Gina Pitts|2024-03-11T07:25:41+00:00March 10, 2024|Inventory Setup, Product Inventory, Product List, Products and Services Setup, QuickBooks Online Setup, QuickBooks Online Setup Service, Selecting or Adding Products and Services|Comments Off

Help with Customer Project Setup in QuickBooks Online

Your accountant will request your customer project details in Excel [...]

By Gina Pitts|2024-03-11T04:34:14+00:00March 10, 2024|Custom Project Template, Customer Project Setup, Financial Reports, Job Costing, Profit and Loss, Project Profitability, Project Template, Projects|Comments Off

Customizing Chart of Accounts in QuickBooks Online

The key to producing meaningful financial reports for your business [...]

By Gina Pitts|2024-03-11T04:30:42+00:00March 10, 2024|Chart of Accounts, Financial Reports|Comments Off

When to use Class and Location Setup in QuickBooks Online

The option of setting up classes and locations in [...]

By Gina Pitts|2024-03-11T06:09:20+00:00March 10, 2024|Class and Location Setup, Class Setup, Location Setup, Profit and Loss by Class, Profit and Loss by Location, Sub-Class, Sub-Location|Comments Off

Amended State B&O Sales Tax Returns Services by Lend A Hand Accounting

State Tax Returns can be audited and may need to [...]

By Gina Pitts|2024-03-11T04:26:59+00:00March 10, 2024|Amended State B&O Sales Tax Return, Audit, B&O Sales Tax Returns, State Sales Tax|Comments Off

Accounts Receivable Clean-Up in QuickBooks Online

Keeping your Accounts Receivable balances clean, low and accurate is [...]

By Gina Pitts|2024-03-11T04:10:47+00:00March 10, 2024|A/R Clean-Up, Account Receivable, Accounts Receivable Clean-Up, Bad-Debt, Contra-Accounting, Write-Off|Comments Off

Mastering QuickBooks Online for Any Retail Business: Managing Non-Inventory Items and Third-Party Entities – Part 1

Welcome to our tutorial series designed to help guide [...]

By Gina Pitts|2024-03-11T07:53:20+00:00March 10, 2024|Class and Location Setup, Class Setup, Product Inventory, Product List, Products and Services Setup, Retail, Selecting and Adding Classes, Selecting or Adding Products and Services|Comments Off

Understand that Equity Includes the Net Worth of Your Company

The QuickBooks Online Balance Sheet includes Company Assets, Liabilities and [...]

By Gina Pitts|2024-03-11T07:13:47+00:00March 10, 2024|Balance Sheet, Financial Analysis, Financial Reports, Net Worth, Understanding Financials|Comments Off

Vendor Set-Up and 1099s in QuickBooks Online

When a 1099-MISC eligible vendor is paid more than $600.00, [...]

By Gina Pitts|2024-03-11T04:00:13+00:00March 10, 2024|1099, 1099-MISC, Accounts Payable, Contractors, Vendor Setup|Comments Off

Clean Up Accounts Payable in QuickBooks Online

Keeping your Accounts Payable balances clean, low and accurate is [...]

By Gina Pitts|2024-03-11T03:54:39+00:00March 10, 2024|A/P Clean-Up, Accounts Payable, Accounts Payable Clean-Up, Contra-Accounting, Expense Entries, Expense Errors|Comments Off

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