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Time-Saving QuickBooks Tips-Ohio Ag Net

Brian Raven Craft

QuickBooks continues to be a very popular accounting software choice for many agribusiness owners. Don’t get me wrong. Those who work in this industry have a lot of free software choices. In fact, my team and I are constantly learning about the new ag-specific software on the market. However, QuickBooks remains an industry leader. Our team is often asked about the time-saving tips available within the software. I recently asked some of the top software users to share some tricks with our company for this article. I hope their tips help you.

Taking advantage of QuickBooks Online’s bank feed options is a great tool for keeping up-to-date and reducing data entry. Frequently matched transactions help adjust at the end of the month. This saves time if you need to investigate an item. Find items early and don’t run into time constraints later.

– Emily Zuber

Connecting your QuickBooks Online bank and credit card accounts to your bank is a great way to quickly record your bank transactions with your accounting software without having to manually enter all your transactions. It only takes a few minutes to establish a secure connection between QuickBooks and your bank. Once the connection is established, a pull-through of bank transactions will begin daily. The program matches an existing entry in QuickBooks Online and adds a new record for the transaction based on the banking rules you created. Automation not only saves time, but also prevents data entry errors that can occur with manual data entry and makes bank matching at the end of the month seamless.

– Daniel Kotor

One of the QB features that I find very useful is “FIND”.This is from QuickBooks Desktop[編集]It’s on the menu. Alternatively, use Ctrl + F.

FIND allows you to search for a specific transaction using any number of filters. For example, if you are looking for a $ 155 transaction, you can use the amount filter. This will bring up all QuickBooks transactions for $ 155. You can further filter this search to find a specific date range. This feature saved us a lot of time.

QuickBooks Online also has a FIND feature. Click on the magnifying glass in the upper right corner[高度な検索]Select to apply a filter based on the transaction you are looking for.

– Lindary Man

Connecting your QuickBooks bank account online can save you a lot of time. This tool isn’t new, but it can save you a lot of time each month. This allows banking transactions to flow into the software. You can create banking rules that match transactions that have already been entered to automatically classify transactions that occur on a regular basis. When your bank account is updated in real time, you get accurate and up-to-date images of your income and expenses.

– Carmen George

QuickBooks Apps is one of the biggest time savers I use on a daily basis. These save a lot of time and reduce data entry by automatically populating QB with activity from the app. For example, the invoice payment app records invoices and QB payments from the app. This reduces the time it takes to enter an invoice and manually print a check. Many payroll providers also have apps that sync payroll activity to QBO. Synchronizing with a payroll provider significantly reduces the time it takes to manually enter salary and payroll information for each employee.

– Natalie Brands

If I can help you in navigating QuickBooks and other software, please contact me. Our team also provides software training so you can be as efficient as possible when logging in.

Brian E. Ravencraft, CPA, CGMA are principals of Holbrook & Manter, CPA. Brian has been with Holbrook & Manter since 1995, focusing primarily on the areas of tax consulting and management advisory services in several corporate services areas, focusing on agribusiness and close businesses and their owners. I am. Holbrook & Manter is a professional services company founded in 1919 and is unique in that it provides the resources of large corporations without compromising the focused, responsive and personal attention of each client.You can reach Brian www.agribusinessaccounting.com Also www.HolbrookManter.com..

Time-Saving QuickBooks Tips-Ohio Ag Net

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