QB Tax Advisor Accounting

QB Tax Advisor

QuickBooks Unable to Locate PDF Viewer

As a business owner, you rely on QuickBooks to manage your financial transactions and generate important documents, such as invoices and reports. One of the most convenient features of QuickBooks is its ability to create and save these documents as PDFs. However, sometimes users may encounter the frustrating “QuickBooks Unable to Locate PDF Viewer” error […]

How to Fix QuickBooks Loan Manager Not Working Error

As a business owner, managing loans is crucial for maintaining a healthy financial state. QuickBooks Loan Manager is a powerful tool that simplifies the process, but sometimes users may encounter the frustrating “QuickBooks Loan Manager Not Working” error. Don’t worry! In this article, we’ll guide you through the steps to resolve this issue and get […]

How to Resolve QuickBooks Payroll Issues

QuickBooks Payroll makes paying employees and filing taxes easy for small businesses. However, like any software, you may encounter technical issues that prevent payroll from processing smoothly. Don’t panic if you experience problems with QuickBooks Payroll. Here are some tips on how to troubleshoot and resolve common payroll issues. Review Error Messages If payroll fails […]

How to Check Billing in QuickBooks

QuickBooks is a popular accounting software used by many small businesses to manage their finances. One of the key features of QuickBooks is its billing capabilities that allow you to create and send invoices, receive payments etc. As a business owner, it’s important to regularly check your billing information in QuickBooks to ensure everything is […]

How to Set Up Your Company Profile in QBS Premier

Setting up your company profile is one of the first and most important steps when getting started with QuickBooks Premier. Your company profile contains key information about your business that QuickBooks uses throughout the software. Taking the time to enter accurate details will ensure your financial data is recorded properly. Let’s get started! Accessing the […]

How to Navigate QBS Premier Interface Efficiently

QuickBooks Premier provides a robust set of accounting and financial management tools for small businesses. With so many features and capabilities, navigating the interface efficiently is key to getting the most value out of the software. In this article, we’ll give you tips to quickly and easily find your way around the QuickBooks Premier layout. […]

How to Record Transactions in QBS Premier

Recording transactions accurately is crucial for keeping your books up-to-date in QuickBooks Premier. Transactions like sales, expenses, and deposits drive your key financial reports and tax forms. In this article, we’ll walk through the steps to manually enter common transactions in QuickBooks Premier, including: Follow along as we detail how to record each transaction type […]

How to Use the Accountant Toolbox Features in QBS

If you’re a bookkeeping professional, the Accountant Toolbox in QuickBooks Desktop is an invaluable resource. This suite of accounting tools allows you to efficiently review, analyze, edit, and report on your clients’ finances. The Accountant Toolbox is available in QuickBooks Pro, Premier, and Enterprise. It provides awesome capabilities without the need for an separate accountant […]

How to Collaborate With Clients Using QBS Accountant

As an accounting professional, being able to collaborate smoothly with clients is critical. QuickBooks Online Accountant offers awesome tools to streamline your bookkeeping workflows and facilitate transparency. With Accountant, you can access client files, clean up data, prepare reports, and deliver insights…all through one centralized dashboard. Follow this guide on getting started with QuickBooks Accountant […]

How to Process Credit Card Payments in QBS

Accepting credit card payments allows you to get paid quickly and offer flexibility to your customers. QuickBooks provides seamless integration to process credit cards directly within your accounting workflow. Setting Up Credit Card Payments The first step is getting credit card processing activated in QuickBooks. Here are the steps for QuickBooks Online vs. Desktop: QuickBooks […]

How to Set Up QBS Payments for Your Business

Accepting payments quickly and easily from your customers is crucial for any business. QuickBooks Payments provides integrated payment processing directly within QuickBooks Online. Overview of QuickBooks Payments QuickBooks Payments lets you invoice customers directly within QuickBooks Online and accept payment by credit card, debit card, or bank transfer. Here are some key features and benefits: […]

How to Process Credit Card Payments in QBS

Accepting credit card payments allows you to easily collect payments from customers and improve cash flow for your business. QuickBooks offers integrated tools to accept and process credit cards in a seamless manner. Follow these steps to set up credit card processing in QuickBooks: Choose a Credit Card Processor QuickBooks partners with several credit card […]

How to Reconcile Payments in QuickBooks

Reconciling payments is an important accounting process to ensure your QuickBooks records match real-world transactions. It involves comparing deposit details from your bank to income transactions in QuickBooks and clearing any discrepancies. Properly reconciling payments prevents QuickBooks errors, reduces fraud risk and maintains accurate books. Here are steps to reconcile customer payments in QuickBooks: Record […]

How to Set Up Vendors for 1099 Reporting in QBS

If your business makes payments over $600 in a year to any non-employee contractors or service providers, you must report those payments to the IRS using 1099 forms. QuickBooks makes it easy to track payments to 1099 vendors and generate the proper 1099 tax documents at the end of the year. Overview of 1099 Reporting […]

How to Generate 1099 Forms in QBS

As a business owner, you are required by the IRS to issue 1099 forms to your non-employee contractors and vendors if you paid them over $600 for services provided during the year. QuickBooks makes it easy to generate these 1099 forms directly from your payroll and vendor payment data. In this article, I’ll walk you […]

How to Troubleshoot Login Issues with QBS Online

Being unable to access your QuickBooks Online (QBO) account can be frustrating and disrupt your business operations. If you are having trouble signing into QBO, try these troubleshooting tips to resolve common login issues: Verify Account Credentials Double check that you are using the correct login credentials: Check Account Status Your access may be restricted […]

How to Enable Two-Factor Authentication for QBS Login

Two-Factor Authentication for QuickBooks Login

Adding an extra layer of protection through two-factor authentication (2FA) is a vital best practice for securing access to your QuickBooks financial data. Both QuickBooks Online and Desktop support integrating 2FA to require dual verification when logging in. Overview of 2FA for QuickBooks Here are the key steps to enable two-factor authentication for QuickBooks: Adding […]

How to Reset a Forgotten QuickBooks Login Password

Reset a Forgotten QuickBooks Login Password

If you forget your password for accessing QuickBooks Desktop or QuickBooks Online, you can reset it by following the correct password recovery process. Resetting your password properly ensures you regain access while maintaining security. Overview of Resetting QuickBooks Passwords Here is an overview of the process for resetting a forgotten QuickBooks login password: Follow the […]

How to Securely Log in to QuickBooks

Securely Log in to QuickBooks

Accessing your QuickBooks company file requires logging in properly to ensure security. Follow these best practices for securely logging into QuickBooks Desktop or QuickBooks Online to protect your financial data. Overview of Secure QuickBooks Login Here are key principles for safely logging into QuickBooks: Following security basics denies access to bad actors trying to breach […]

How to Set Up a New Company in QBS Online

Set Up a New Company in QuickBooks Online

Setting up a new company file in QuickBooks Online is an important first step to get your accounting and financial management started on the right foot. Following best practices during company file creation helps ensure your QuickBooks Online (QBO) instance is tailored to your business needs. Overview of Company Setup Process Here are the key […]

What’s New in QBS Premier Desktop 2024


Businesses seeking robust accounting functionality—beyond QuickBooks Pro but below the complexity of Enterprise—can count on the impressive power of QuickBooks Premier. The flagship software packs an abundance of features to manage inventory, payroll, reporting, and scaling needs for growth-oriented companies. The freshly launched 2024 edition of QuickBooks Premier Desktop takes this already mighty financial platform […]