Where focusing on your success is our success
QuickBooks
Accurate QuickBooks Services
When you need assistance with your QuickBooks services, Knox Accounting & Tax Service is your trusted business. Call us and get a FREE
initial consultation.
Why Should You Be Using QuickBooks in Your Business
- QuickBooks helps you organize, track, and manage each hard-earned dollar
- QuickBooks automates basic bookkeeping and accounting tasks (SAVES TIME)
- Getting paid for your products and services is perhaps the most important part of running a small business. QUICKBOOKS HELPS
- By consulting with a qualified professional such as Knox Accounting & Tax Service to set up and maintain your starting QuickBooks data file, it's easy to organize all your financial data in one central location. NOW you can manage your money, pay your bills, and track payments from your customers efficiently. You will always know exactly where your business stands with QuickBooks
- Using Knox professionals, you will not have to rely upon getting help from the support staff at Intuit who often times are difficult to understand
- We offer on-site and remote access services to assist QB users
Analyzing Your Financial Data
- Customized financial statements
- With a few clicks, you may see multiple years of your Profit and Loss activity in one report. This can help you make better decisions, understand where the company is headed, and discover its strengths and weaknesses
With a simple report customization, you can produce a powerful analysis of your companies performance over a period of multiple years.
Simple Online Banking Setup
- Many banks offer a simple download procedure that will store the transactions from your online banking account into a file that QuickBooks will IMPORT automatically
- In this example, we have a Huntington Bank account
1. Specify your range of dates and click Download Account History
2. Select QuickBooks for import type
3. Select Download account history
4. Select SAVE the file
5. Select Open Folder
This will normally be the DOWNLOADS folder
Process the Bank Download
1. From the Banking menu, select Bank Feeds
2. Import Web Connect File
3. Double click the downloaded file
- Choose the account to download the entries into
- In this example, HB Checking
- Select each transaction item and assign the expense account
- This trains QuickBooks where to post the account the next time you download a transaction for the same company
- Select Add / Approve and the entries will now be entered into the QuickBooks register
The NEW QuickBooks Online
- Completely new online interface
- Video for a brief introduction
- https://www.youtube.com/watch?v=4fOhO9AlCbQ
- Manual login into QB Online
- It is a greatly improved interface
- The transition is much easier to do and to understand for desktop edition users who are considering a switch to the online version
Quickbooks Training Resources
- Of course, call Knox Accounting for help first
- Online sources are plentiful for self help
- https://www.youtube.com/watch?v=S3N4DiTC48A
Call today for the technical support provided by our knowledgeable accountants!
"Robin,
You are fantastic!!!! That worked perfectly and was quick and easy. I’m back up and running on QuickBooks without issues. I can’t thank you enough for your help, I am so happy to have been referred to Knox Accounting."
- Schelesia Mangus, Hudson, MI
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