Home | Contact | Français | Sitemap

Expand All | Collapse All

QuickBooks - Support and Services in Vancouver

Quickbooks is designed for small business owners who have limited knowledge, skills, or aptitude for accounting processes.  Its user-friendly screens and handy tracking systems make it easy to record, manage, and access your data. 

At Digits & Decimals, we are committed to helping you feel confident in working with your bookkeeping and general accounting system; as such, we will not only install and customize your Quickbooks system, but will offer you training, either self-paced with coaching, or through workshops with coaching.  Either way, we will be available to answer all of your questions.

As a certified Quickbooks ProAdvisor, we know how to optimize your Quickbooks system to work best for your business.

  Billing:

• When you enter your bill, put the total amount of the bill directly into the top part of the screen (just below the date).

• Choose your expense account and then write the related tax code. QuickBooks will calculate automatically the amount before tax. Be careful: this will work only if you have one expense account for the total of the bill.

IMPORTANT: make sure that the tax amounts are identical to the bill. Some bills will have partial amounts that do not need taxes.

  Monthly bills and charges:

For bills like insurance, Internet services, financial charges, etc. that are the same each month, you can use the function: Memorized Transaction.

• Simply go into bill and enter all the information needed for the bill;
• Once you have entered all the information, and before saving the transaction, go to “Edit” and then choose “Memorize bill”. The system should automatically give a name to the transaction, example “Telus”;

• You can then choose from different options. Select the one you prefer;
• Indicate the date of the next transaction to be recorded and tell the system if it is a monthly, weekly or daily reminder;
• If you choose the option to let the system enter the transaction automatically, your job is done;
• If you choose not to let the system remind you, each month you will have to record the transaction by going to the “Memorized list”, under "Lists" menu.
• You then click on “Telus” and the system will bring you to the bill screen with all the information about your payment and will indicate the date of the next payment!
• Each time you also need to enter the new reference number (bill or invoice number).

IMPORTANT: make sure that the amount of your bill does not change from month to month.

You can memorize any type of transaction (invoices to your client, cheques, journal entries, transfers, credit card payments, etc).

Digits & Decimals is professionally certified in two of the leading accounting software packages – trust us to give you the best tools for your business!