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QuickBooks Connect 2014 - Monday Recap

Oct 22, 2014 9:30:00 AM Kathy Dise

I am at QB Connect this week to stay up to date on all the newest and best bookkeeping practices for my clients who are both small businesses and not for profit organizations.


Here’s what I learned today:

1. Some special reports and time saving accounting tips for Contractors

2. Bookkeeping Improvements in Not for Profits

3. Batch Entry of Deposits

4. QuickBooks at year end (just 70 days away) including:

  • 1099s
  • New features that allow us to send clients reports with notations for them to respond to
  • Never use discounts on sheets only items
  • If using classes always use classes.  When using jobs always use Jobs (make up a job name like Non-Restricted Funds) when you don’t need a job. 
  • Always use QB Accountant’s copy when making changes to a client file – Print a Filtered before you send back to a client
  • Always use your own User Name. Don’t sign in under anyone else.

  That is it for today.  Tomorrow-

  • What’s new in 2015 (already saw some better looking reports)
  • Converting QuickBooks desktop to QuickBooks Online
  • Prep for the Advanced QBO Certification

Read Tuesday's QB Connect recap here.

QuickBooks Online Shortcuts

Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.