This is the Blog of Hector Garcia, QuickBooks ProAdvisor and Trainer in South Florida.  Content topics found here will be mostly QuickBooks functions, tips and tricks on how to learn QuickBooks and use it better, accounting related material, and Tax tips.
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Customizing QuickBooks Desktop Reports – For Power Users

This is a webinar we did for about “How to create custom reports in QuickBooks Desktop” for experienced users: Download the SLIDES/HANDOUT   These are the links we referred to on the video: Intuit Article on Source and Targets Intuit Article on Customizing Reports in QuickBooks Desktop Hector’s Custom Reporting Field/Filter Matrix “Cheat Sheet” Other Custom […]

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QuickBooks Online vs. QuickBooks Enterprise – Video & Resources

I did this presentation today via webinar to compare the two platforms (Online vs. Desktop):   I made reference to the following links: QuickBooks Online Test Drive with Sample File QuickBooks Online Free 30-day Trial (no credit card) plus 35% permanent discount QuickBooks Enterprise Hosted Test Drive QuickBooks Desktop: Pro/Premier/Accountant/Enterprise download 30 day trial  QuickBooks […]

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IRS Late Filling and Late Payment explained

This is a complete video that explains how all penalties work for individuals and corporations:   Tax filing deadlines Forms 1040 (Individuals) and 1120 (Corporations) must file and pay entire tax liability by April 15th for calendar year tax payers.  Alternative for fiscal year tax payers, 105 days after closing of fiscal tax year. Forms […]

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Tools to Import Data from Excel into QuickBooks

Last Update: 03/14/2017 by Hector Garcia, CPA First, the top 3rd party tool I use everyday to import BANK transactions into QuickBooks when I have them in Excel or CSV is called: CSV2QBO by MoneyThumb Price: $59 for CSV2QBO Price $149 for PDF2QBO Price $249 for 2bo Convert Pro (which includes PDF2QBO, CSV2QBO, QIF2QBO, and […]

Posted in Advanced Excel, Advanced QuickBooks, Blog Postings & Tips, Excel to QuickBooks, Import Excel Data into QuickBooks, QuickBooks Training | 19 Comments

2016 Tax Rates

2016 Income Tax Brackets The Federal income tax has 7 brackets: 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%. The amount of tax you owe depends on your income level and filing status. Single Taxable Income Tax Rate $0—$9,275 10% $9,276—$37,650 $927.50 plus 15% of the amount over $9,275 $37,651—$91,150 $5,183.75 plus 25% of the […]

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QBES – QB Desktop Pricing with Hosting

UPDATED 04/01/2017 Users Silver Annual Gold Annual Platinum Annual Accountant Annual FSP 1 $1,000 $1,300 $1,600 $1,349 $1,299 2 $1,600 $1,900 $2,200 $1,774 $1,599 3 $2,000 $2,300 $2,600 $2,299 $1,799 4 $2,400 $2,700 $3,000 $2,824 $1,999 5 $2,800 $3,100 $3,400 $3,349 $2,199 6 $3,100 $3,400 $3,700 $4,749 $3,299 7 $3,400 $3,700 $4,000 $5,174 $3,499 8 […]

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Transitioning to Value Pricing for Accountants & QuickBooks Consultants

I have been on a journey to improve how I price my services with my clients, It has not been easy getting rid of the hourly pricing method, as some clients still prefer it actually.  However, with most of my NEW clients that are not just short-term projects, I try to provide a flat fee […]

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QuickBooks Desktop: Batching and Automation

The following is a list of features that QuickBooks Desktop has related to “Batching”: Most Commonly Used: Batch Invoices Create Invoices from Billable Time and Expenses E-mail forms in batch, marked “To Email” Print forms in batch, marked “To Print” Batch Print and/or E-mail from Income Tracker Batch Mark Estimates Inactive from Income Tracker Add/Edit […]

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QuickBooks Desktop Pro vs. QuickBooks Online

I love QuickBooks Online for many reasons; specially because of features that QuickBooks Online has that QuickBooks Desktop (Pro, Premier, or Enterprise) do not have: Setup recurring sales receipts with automated credit card or ACH payments Smartphone/Mobile device application (iPhone, iPad, and Android) that can perform certain key transactions in QuickBooks Data is 100% on the […]

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Working default accounts categories for vendors in QuickBooks Desktop

In QuickBooks Desktop there are two settings for pre-filling an expense or category to a transaction based on the vendor’s name. You can have QuickBooks pre-fill new transactions based on previous transactions. To do this task: Open the general preferences. Opening general preferences Click Automatically remember account or transaction information. Click one of the following two […]

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