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Automated Password Reset in QBD

Additionally, Intuit has changed the process to reset passwords in desktop.  If you reset the password, you will be taken to an Automated Password Reset website.  You will need to enter detailed...

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Protected: TA Talk August 2017

This content is password protected. To view it please enter your password below: Password: The post Protected: TA Talk August 2017 appeared first on Targeted Accounting.

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Protected: TA Talk September 2017

This content is password protected. To view it please enter your password below: Password: The post Protected: TA Talk September 2017 appeared first on Targeted Accounting.

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TA Tips September 2017

September Tips 2017 The post TA Tips September 2017 appeared first on Targeted Accounting.

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How to Unfile a Sales Tax Return in QBO

To un-file a sales tax return: Select Taxes from the left menu. Select Sales Taxat the top. Select the Returns Locate the sales tax filing that you’d like to un-file. Under the Actioncolumn, open the...

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Admin Executive Assistant Position

Admin and Execultive Assistant (1) The post Admin Executive Assistant Position appeared first on Targeted Accounting.

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Admin Jr. Bookkeeper

Targeted Accounting Admin Jr Bookkeeper (1) The post Admin Jr. Bookkeeper appeared first on Targeted Accounting.

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Enhancements to the QBO Desktop App

In addition to the recent QBO improvements we announced last month, they have also made enhancement to the QB Online Desktop app.  Did you know that you can have QB Online on your desktop?    With the...

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Create Custom Fields for internal use only

QBO has enhanced their sales invoices features.  Here they are… Create custom fields for internal use only Turn on up to three custom fields and decide for each if it should be internal-only (meaning...

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Add Subtotal Lines

QBO has enhanced their sales invoices features Add Subtotal lines You can additionally add one or more subtotals to group products/services together. Click add Subtotal and drag and drop to move the...

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Hover over a line for inventory

QBO has enhanced their sales features.     Hover over a line for inventory                   For inventory items, you can hover over QTY to see quantity on hand, low/out of stock message and reorder...

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Viviplan

Canada’s first Robo-planner, Viviplan provides Canadians with convenient, affordable, comprehensive financial planning advice, without product pushing.  Viviplan offers clients objective answers to...

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Knit Apps

KNIT is a unified people & culture platform that has been making a huge disruption in the payroll, HR & benefits tech space by offering their cloud-ware entirely free for clients under 50...

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QBO Tax Code Selections

In QBO, almost all of the transactions you process have to have a tax code.  If you make a deposit that has nothing to do with sales, line 101 on your HST report will be reduced by that deposit if you...

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Vacation Time vs Vacation Pay

There is a difference between vacation time and vacation pay in Canada.  While your employee is away on maternity/parental leave, she is earning vacation time.  However, the vacation pay she earns will...

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Password Updates

With so many changes at TA and at Intuit, we want to remind you of the following items. To begin, if you have not done so yet, PLEASE change your QB desktop passwords to Richmond1 or Richmond2. Note,...

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Value of Backup

This month’s tip is about the value of having backup for both sales invoices and vendor invoices. The value of having backup, that would be vendor invoices and receipts, can save you from over paying...

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Value of having backup for your bookkeeper

This month’s tip is about the value of having backup for both sales invoices and vendor invoices. The value of having backup, that would be vendor invoices and receipts, can save you from over paying...

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Microsoft Office 2016 Update

Here are  some new things that are quite handy. If you are working on a word doc or an excel sheet, or a pdf doc, and need to attach it to an email, when you click on Add Attachment, it will give you a...

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Matching QBO Bank Transactions

If you’re ever wondering why QBO is not finding a match when adding transactions, here are some reasons. The transaction is older than 180 days The dollar amount in QuickBooks is different than what...

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