Establishing Parentage

Establishing parentage is the recognition of a parent's legal relationship to a child. Legal parentage is not the same as: having a genetic relationship with the child intending to be a parent holding oneself out as a parent having a presumption of parentage due to marriage Parentage is so important because children gain important rights and [...]

How to Categorize Transactions in QuickBooks Online

Once you’ve connected your bank account to online banking in QuickBooks, QuickBooks downloads your recent transactions every day. Let’s go over how to locate where the downloaded transactions ended up, how to review the transactions downloaded from your bank, and how to categorize, confirm, and post them so your books are accurate. Follow along with this [...]

How to Use Workflow Automations in QuickBooks Online

Workflow automations help you save time by automating repetitive tasks, such as sending payment reminders. They also help you set up approval systems for invoices and bills. Let’s go over the different types of workflows available in QuickBooks Online Advanced and Intuit Enterprise Suite, as well as how to set up and edit them.

Recordkeeping – Tax Tales: The Case of the Missing Ledger

If you think filing invoices, tracking expenses, and keeping records isn't that important, think again. Come tax time, the IRS doesn't allow you to "casually" do taxes. If you forgot to keep good records so far, the IRS does allow you to reasonably reconstruct figures and provide receipts. Tax preparer due diligence must-do's include asking the [...]

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