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.
You may contact Hector at: hector@quickbooks-training.net if you have any other ideas or comments on postings to this blog.

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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Create or Edit your QuickBooks Budget in Excel

UPDATED 11/06/2016 with this video: The purpose of this article is to walk you though the process of creating an initial budget in QuickBooks, exporting it to IIF, then editing it in Excel, and lastly importing it back into QuickBooks.    Also it is important to point out this whole process as decribed here only […]

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Customizing Report Filters in QuickBooks Desktop + VIDEOS

To filter a report in QuickBooks Desktop 2012 or above; First, pull the base report you want to use, then on the top-left of the report, click on Customize Report window: Then click the Filters tab. On the Filter list, select whichever filter(s) you want to use. On the Filter detail information, choose or enter additional […]

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Why Upgrade to QuickBooks Enterprise 17? + VIDEO

QuickBooks Enterprise v. 17 was released this week, and many of my clients are asking me: “Should I upgrade?” It is important to first note that if you are a current QuickBooks Pro/Premier user, there are a few important CORE features that make QuickBooks Enterprise a much more powerful system compared to its Pro and Premier counterparts: QuickBooks […]

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Tax Deductions on a Personal Return

Several ways to reduce your tax liability, by reducing your taxable income through  these “deductions” (which is a catch-all term for Adjustments, Deductions, Exceptions, and Credits): Adjustments to Gross Income: Exemptions ($4,000 per dependent in the tax return, plus yourself and spouse): Deductions (above Standard deduction) of $6,300* for Single or $12,600* Married:   Tax […]

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Complete – QuickBooks Manuals and Guides

QuickBooks 2017 Desktop (Pro, Premier, Accountant, or Enterprise) QuickBooks Enterprise v. 17 White Paper Complete List of Reports in QuickBooks Enterprise 17 Hector’s What’s new in QuickBooks 2017 video   QuickBooks 2016 Desktop (Pro, Premier, Accountant, or Enterprise) Quick User Guide QuickBooks 2016 QuickBooks 2016 Missing Manual QuickBooks Enterprise v. 16 White Paper Complete List of […]

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Accountants’ Favorite QuickBooks Videos

Here is a compilation the videos that my accountant colleagues expressed to be their favorite (Topics: Bank Feeds, Data Import/Conversion, Data Entry Shortcuts): QuickBooks Desktop QuickBooks Desktop Accountant: Batch Enter, clean data in excel, import vendors and transactions: https://www.youtube.com/watch?v=GbuC5BE790I More Examples of Batch Enter Transactions: https://www.youtube.com/watch?v=q-W5jkz2_MI QuickBooks Desktop Bank Feeds: https://www.youtube.com/watch?v=GF_nN2babpg Difference between working with Batch Enter vs. Bank […]

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Call us to 954-633-2718 or email: hector@quickbooks-training.net