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Browse our latest articles for practical bookkeeping advice, QuickBooks tutorials, and accounting strategies. Discover tips for efficient financial management and stay informed with current updates tailored for modern businesses.
By making the most complicated business tasks simple and personal, Gusto is re-imagining payroll, benefits and HR for modern companies. Gusto serves over 60,000 companies nationwide and has offices in San Francisco and Denver.
How to Improve QuickBooks Performance

If you are seeing slowness when using QuickBooks, there can be a variety of causes and solutions. Evaluating performance issues and what to do about them involves determining your best balance point between following one or more possible paths:

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Because taxpayers are legally responsible for what is on their returns (even if it was prepared by someone else), those who buy into such schemes can end up being penalized for filing false claims or receiving fraudulent refunds.
QuickBooks Custom Reporting Part 2: Putting it all together

Welcome to part two of our post on custom reports training. If you haven’t read part one first, I’d recommend checking it out for an overview or refresher on the screens we’ll be going over in this post. 

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Five Tax Deductions that Disappeared in 2018

Under tax reform, taxpayers who itemize should be aware that deductions they may have previously counted on to reduce their taxable income have disappeared in 2018.

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Another successful IFA Convention is on the books. Our team had a fantastic time in Las Vegas catching up with old friends, seeing clients, and making new connections with franchisors. We truly appreciate the relationships we have made over the years as members of IFA and are looking forward to what’s to come in 2019! From standardized bookkeeping services and top of the line QuickBooks help to a recurring invoice, payment and collections solution that makes collecting royalties a breeze, Out Of The Box Technology is here for your franchise! Contact us today!
Recur360: The Advanced Invoicing, Payments And Collections Solution

Recur360 was built for QuickBooks Desktop to replace the existing Memorized Transactions, lack of Automatic ACH/eCheck functionality as well as manual Batch Emailing of invoices. For QuickBooks Desktop and QuickBooks Online, Recur360 allows you to choose the credit card processor of your choice while still posting all Invoices and Received Payments into QuickBooks as if…

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QuickBooks Custom Reporting Part 1: The Basics

If you’ve used QuickBooks for a while already, you may have found yourself customizing some of the built-in reports.

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South Dakota v. Wayfair, Inc. |  New Sales Tax Rules for Online and Off-Line Sellers

Supreme Court rules that South Dakota can tax sales by out-of-state sellers. For many Oregonians, ‘Sales Tax’ is a dirty word that they’ve had the good fortune to be able to avoid. Small businesses, both local and out of state, factor this exception when they are looking at their projected revenue or viability and, for some,…

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Managing Custom Fields in QuickBooks Desktop

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of…

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The 2019 tax season is quickly approaching and with it an increase in identity theft and W-2 scams. Small business identity theft is big business for identity thieves. Just like individuals, businesses may have their identities stolen, and their sensitive information used to open credit card accounts or used to file fraudulent tax returns for bogus refunds.
How To Customize Forms in QuickBooks Desktop 2018

 Every opportunity you have to interact with your customers and vendors is critical. How you present yourself reveals a lot about you. Are you efficient and friendly over the phone, in person, or in email? Do you handle order and payment issues quickly and carefully?

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LOCATE Inventory – Today’s Solution for Inventory Management

LOCATE is the premier cloud-based inventory management solution designed to take your mid-sized business to new heights. Join Jake Schiffelbein, LOCATs Implementation Specialist, as he gives a program overview and then dives into some of the features that really set LOCATE apart. He will discuss and demo some customer favorites, including automated events, fulfillment mapping,…

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Intuit Demo Days 2018
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take a look at how Field Service Management can impact your business. Who is it right for? What exactly is FSM? What are the benefits for your organization? Plus, meet Out Of The Box's in house FSM expert!
Enabling Your Mobile Workforce – Field Service Management

Complete the form above to receive a link to watch this Technology Tuesday presentation on-demand. Join us as we take a look at how Field Service Management can impact your business. Who is it right for? What exactly is FSM? What are the benefits for your organization? Plus, meet Out Of The Box’s in house…

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Guide to SEO Basics

SEO doest have to be hard. Search engine optimization can help your business shoot to the top of Googls results. You can get results by making some simple changes to your website. Is your website up to date with the most recent best practices? There are essentially two things you want to concentrate on: Your…

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