I recently got re-certified for QuickBooks Online. I have been a Certified QuickBooks ProAdvisor for the past eight years, and I am certified for the QuickBooks Online and Desktop versions. To get certified, one must pass a difficult QuickBooks exam. I spent many hours looking at the … [Read more...]
The Year in Review: 2020
The year 2020 started out on a positive note for me, as, I had recently received the Sedona Chamber of Commerce & Tourism Bureau’s “2019 Customer Service Excellence Award.” The beginning of each year is always busy for me as I run year-end financial reports for many of my clients in … [Read more...]
Certified QuickBooks ProAdvisor 2021
I recently got certified for QuickBooks 2021. I have been a Certified QuickBooks ProAdvisor for the past eight years, and I am certified for the QuickBooks Desktop and Online versions. To get certified, one must pass a difficult QuickBooks exam. I spent many hours looking at the … [Read more...]
What You Need To Do To File Your Business Taxes On Time
Separate your business expenses from your personal expensesUse a bookkeeping software program such as QuickBooks or QuickenDownload and categorize your expense and income transactions for your bank accounts and credit cards on a regular basisReconcile your bank accounts and credit cards … [Read more...]
Using Gmail Effectively
Gmail is an excellent email program, and you can customize it to make it work more efficiently and effectively for you. Let’s begin by looking at some of the features of Gmail Appearance With Gmail, to change the spacing between emails, click on the gear icon in the upper right … [Read more...]
Using Google Chrome Effectively
Google Chrome is an excellent browser, which can be used to search the internet, maintain your email, and keep track of your contacts and calendar. Let’s begin by looking at some of the features of Google Chrome New Tab, New Window, and New Incognito … [Read more...]
Ben Shor Wins Award
Ben Shor, President of Shor Solutions, received the Sedona Chamber of Commerce & Tourism Bureau’s “2019 Customer Service Excellence Award” at the Chamber’s Annual Meeting on October 16th. Winning this award from the 832 member Sedona Chamber of Commerce & Tourism Bureau is a … [Read more...]
Setting up Bank Accounts in the QuickBooks Chart of Accounts
When setting up Bank Accounts in QuickBooks Pro, Premier or Enterprise, or in any of the QuickBooks Online versions, you will need to add all of your business checking and savings accounts. Once you have done that, you should set up bank downloads for each of these accounts, so that all … [Read more...]
Filing System for Managing Followups
I learned this follow-up system from my uncle over 40 years ago and I have been using it ever since. I worked with my uncle in a fast-paced, multi-million dollar business, where good follow-up was essential. Now as I work for myself as a QuickBooks and Quicken trainer, teaching … [Read more...]
Consignment Sales in QuickBooks
One of my clients has started selling some of her products to retail stores on consignment. We tried to come up with a good way to handle these sales in QuickBooks Pro. First we opened the Estimate template by clicking on Lists, Templates. We picked an Estimate template, made a copy, … [Read more...]
