QuickBooks | Categories | A Step Above Tax and Accounting | Tax Preparation and Accounting Service

Which version of QuickBooks is right for my business?

This is one of the questions I’m asked most often by small business owners. There are a lot of options out there. If you’re looking for a cloud-based solution, there’s QuickBooks Online. If you have a Mac, QuickBooks Mac is a must. And even if you decide to go with the desktop software, you still […]

Do I need to capture all of the customer information in QuickBooks?

I usually recommend not bringing customer information into QuickBooks. It often leads to a very confusing customer database if names are not entered exactly the same way, because you will end up with multiple records for the same customer. QuickBooks is a great accounting system; it is not a CRM (Customer Relationship Management) system. In […]

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