Ask the Accountant

Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.

Ask the Accountant… Question: I’ve heard rumors that QuickBooks Desktop is going away. Is that true? Answer: I’ve heard those rumors for years, but QB Desktop (Pro, Premier and Enterprise) is improved upon year-over-year, and appears to be here to stay. I recently attended a webinar by Joe Woodard about this very subject. He quoted…

Ask the Accountant… Question: I have some very old software called OrderMaster on my computer. Should I worry about crashes and losing my information? Answer: OrderMaster is written in a very old computer language and is susceptible to crashes as supporting technology, such as Windows, advances. I get calls frequently from OrderMaster users who have…

Ask the Accountant… Question: I have been trying to load customers into QB Premier from an Excel file, but I keep getting error messages about duplicates. How can I fix that? Answer: Here’s the fix: QB Premier runs on lists. Once you enter data into lists, you can use that list entry over and over…

Ask the Accountant… Question: Help! I have been using an industry software that I pay for each month to write orders. I am now switching to another system. How do I get my order history out of the old system? Answer: Does this software have the capability to export into QuickBooks? If so, your order…

Ask the Accountant… Question: I was talking to someone at QuickBooks. They told me to try QuickBooks Online, and if I didn’t like it, it is very easy to switch back to QB Premier. Is that true? Answer: No, that is not true at all. QB is pushing QuickBooks Online (QBO) heavily. Its subscription income…

Ask the Accountant… Question: I have someone doing my bookkeeping, but I really don’t know anything about QuickBooks. What reports should I look at every month? Answer: There are six reports that provide a practical overview of your business. First, create, or have your bookkeeper create: 1. The balance sheet 2. The profit and loss statement…

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