Posts tagged as:

QuickBooks ProAdvisor




Every fall, Intuit, the maker of Quickbooks, updates the software. Well, it’s that time of year and they released Quickbooks 2012 in mid September. So, what can you expect in Quickbooks 2012, and, as usual, there have been some obvious improvements: An easier start-up experience, for one. In earlier releases, to set-up company file, one had […]

{ Comments on this entry are closed }




Located below the File / Utilities command in the QuickBooks menu tab, you will find the “Verify Data” and “Rebuild Data” commands. The importance of these commands to your overall proficiency with QuickBooks cannot be understated. What is Verify Data command? From Cynthia Huber, CQP | The Marks Group – This is a tool that QuickBooks provides […]

{ Comments on this entry are closed }




Here’s a question that arises frequently during QuickBooks training: What do you do if you have an invoice that won’t be paid? And, you’ve decided to give up collection efforts?  To qualify as a bad debt it must be unable to be collected, and all reasonable efforts have been exhausted to collect the amount owed. In […]

{ Comments on this entry are closed }




As a small business owner you have more far important things to do than to keep your own books. We can work with your CPA, CFO or other administrative personal to take care of your books for you, so you can get back to the job of running your business and generating profits! Each month […]

{ Comments on this entry are closed }




A few hot QuickBooks tips from Gene Marks at The Marks Group is always welcomed by our Quick-Books ProAdvisor team. Tracking Referrals A client asked if there was an easy way to track referrals in QuickBooks and then pull a report which provides the referral source. Incoming search terms:entering a referral credit in quickbooks (1)how […]

{ Comments on this entry are closed }




Among small business owners polled one of the worst jobs is calling customers and asking for past due payments.  But, after all, cash flow is everything. You can not run your business without cash flow. Do you know your average receivables turn over ratio? Also known as the Average Receivables Collection Period. Below is a […]

{ Comments on this entry are closed }




Recently a client asked: Our Quickbooks is running slow. What can I do to speed up performance?  There are a number of things you can do to increase performance: Special thanks to business technologist Gene Marks of the Marks Group P.C. for this quick QuickBooks performance rundown – 1. Set QuickBooks So the Home Page Does Not […]

{ Comments on this entry are closed }




Many QuickBooks users say their overall experience with QuickBooks is greatly improved when they work closely with a QuickBooks accounting professional. Certified QuickBooks ProAdvisors are typically CPAs, accountants, small business advisors and consultants who have been tested and certified on the various QuickBooks Financial Accounting Software, as well as trained in providing or integrating various […]

{ Comments on this entry are closed }