Accounting with Confidence

Podcast

Archiving Attachments in QuickBooks

 

In a cloud environment it's sometimes hard to know where uploaded documents are saved.  Be safe, rather than sorry, and learn how to export your attached documents out of QB Online to archive them for backup.  Also, learn where the documents attached in your QuickBooks Desktop file are saved on your computer to make sure your backup is capturing that folder.

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QB Backups Best Practices

 

Having a reliable back up is essential to making sure your QB files are available to you if something catastrophic happens (computer melt down, flood, fire, or bad import!).  In this video, I show you how to set up the QuickBooks Desktop backup as well as my most recommended option for the QuickBooks Online backup.  And, yes, you should be backing up your QBO files!

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6 Ways to Reclaim Your Time in your Accounting Firm

  • LEARN WHY DOING ALL THE THINGS IS NORMAL BUT NOT EFFECTIVE
  • FIND TOOLS THAT SAVE YOU TIME AND IMPROVE CLIENT SERVICE
  • GET CONTROL OF YOUR TIME TO START BUILDING A BUSINESS YOU LOVE