Forte Accounting, Co

05/17/2017

Spring Cleaning Promo

Do the books for your small business need a spring cleaning? I can review them with you so you know where you stand. Contact me today for your $75 initial consultation. Mention this post and get 10% off future services.

06/23/2016

Webinar on Wednesday, July 13, 2016 from 9:00 AM to 9:30 AM

Are you a soloprenuer, a small business owner, CEO or company executive? Do you feel alone, not sure where to go for support? Imagine a group of people who share your need for guidance, support and creative ideas. They're everywhere and you know the power of aligning like-minded folks is astounding....

02/11/2016

01/04/2016

Excited to be one of the mentors at the first session of the new Mentor Marketplace program!

Don't let your small business take you to the cleaners. If you're looking for support you've come to the right place. At this event you will meet with 8 successful small business people. You will experience 8, 15-minute mentoring sessions designed to give you the answers you want and the assistance…

08/04/2015

Weekly QuickBooks Tip - Closing Date and Password

A closing date and password can be set in Company Preferences to restrict user access to prior period data. A best practice would be to set a closing date and password at the end of each fiscal year, at a minimum. Once the closing date and password have been set, user access should be reviewed to confirm that it is appropriate. In order to restrict user access to the closed period, the user must be set up using the Selected areas of QuickBooks option.

07/26/2015

Weekly QuickBooks Tip - Contributed Reports

In addition to the standard reports available in the Report Center, there are also many more reports available under the Contributed tab that were created by Intuit or the user community. You can sort on either those parameters or by rating, popularity, or recently shared reports. There is also a brief description for each report to help you determine if it would meet your needs. As in other tabs, you can run the report, view more information about it, or add it to your Favorites, but with Contributed reports you can also rate them to share your feedback. *Note: if you have a report you would like to add to Contributed reports, you can share it from your Memorized tab to make it available to the user community.

07/17/2015

Weekly QuickBooks Tip - Payroll Items

When setting up certain payroll items, a default rate (dollar or percentage) can be set along with a global limit for all employees. The default rate can be changed when setting up a particular employee, and a different limit can be specified but it cannot be higher than the global limit. This could be useful in tracking employee loans. For example, you could loan an employee 10% of his or her wages per paycheck up to a one time, monthly, or annual limit. You can also specify whether to calculate the percentage based on gross or net wages.

07/08/2015

Weekly QuickBooks Tip - Job Cost Reporting

In order for total expenses from the Profit and Loss by Job report to agree to the standard Profit and Loss report, all expenses must be assigned to a customer:job. Therefore, you should create a job to track overhead type expenses not related a specific customer or job. Otherwise, any unassigned expenses will not be included on the Profit and Loss by Job report. Applicable overhead expenses can then be allocated to jobs using a basic method via a journal entry, or a more advanced method using items. Go to www.forteaccounting.com for links to detailed instructions.

07/02/2015

Weekly QuickBooks Tip - Voiding Checks

When you void a check using the Delete button in the ribbon (click the arrow for the drop-down menu to see the Void option), the amount is changed to zero as of the original check date. Therefore, you should typically only use this method for checks in the current period. For checks in a prior period, you can use the Deposits screen to void the check. Go to forteaccounting.com/resources for instructions. Note: There is another method for reissuing a payroll check, if necessary. Feel free to contact me for details.

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06/23/2015

Weekly QuickBooks Tip - Memorizing Transactions:

In addition to being able to memorize reports once you have customized them, you can memorize most types of transactions for faster repeated use going forward. You can also schedule the transaction to recur automatically or be reminded to enter it manually. You can use the Memorize button in the ribbon while in the transaction, or use the Ctrl+M keyboard shortcut. If there are fields that may change each time, just leave them blank. Access your memorized transactions by going to the Lists menu, or using the Ctrl+T keyboard shortcut.

06/16/2015

Weekly Tip - Adding Custom Fields (From QuickBooks® Desktop 2015 Supplemental Guide for Module 3):

"You can add up to seven custom fields on a particular Names list, including the Customer, Vendor, and Employee lists. Overlapping fields count as one field on each list. For example, if you add the same field to all three lists, you can still add six other fields to each list." You can then customize both forms and reports to include these custom fields. *Bonus tip: You can also further customize forms using the Basic and Additional Customization windows.

06/16/2015

So excited to meet folks and hear about their businesses!