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Rebecca Tervo, CPA

Monthly Archives: March 2010

The First Step to Getting Things Done in Your Small Business

If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting! Do you have one of those teenagers that spends more than ½ his free time playing online games like “Runescape”?  If you are a parent of a teenager, you understand exactly what I’m talking about. I’m amazed at how [...]

Bookkeeping for Your Small Business

You dread the words recordkeeping and reconciliation. You wish there was a bookkeeping wand. The words TAX TIME lurk in the back of your mind like a nightmare. Sound familiar? Even I was glum when I noticed my lazy bookkeeping habits the first few months I was in business! But, I picked myself up, followed [...]

Quickbooks Tutorial: Emailing Invoices and Statements

I have gotten several questions in and around the subject of emailing invoices from Quickbooks. This video tutorial touches on several different topics involved with emailing out of Quickbooks. Two things I didn’t mention in the video: 1. If you don’t have Microsoft Outlook, you will only be able to email invoices or statements by [...]

FEARLESS and in Pursuit of My Business Dreams

Driving to the office this morning, Taylor Swift’s “Fearless” came on the radio. The words to the song weaved in and out of the daydream that plays over and over in my head. The one where I am the coolest business/numbers/bookkeeping teacher on the web. I think the song is about moving ahead on a [...]

Quick and Easy Import from Excel to Quickbooks

Today, I’m showing an easy way to save time when using Quickbooks and excel together. Watch below to see how easy it is to import a list (doesn’t have to be a vendor list) from excel into Quickbooks.

What to do with customer deposits in Quickbooks

Here’s a more complicated Quickbooks question I received at my February Lunch and Learn: Company: rents vacation real estate on a weekly basis Deposits: come from customer as long as a year ahead of time to hold the rental Question: How does a Michigan based company (this activity is a sales taxable item in MI) [...]

The Importance of Knowing Your Financial Picture

Our country is currently facing some disturbing economic times. What does this mean for you? Instead of letting all the negativity in the news today bring you down, this is the best time to start looking at where your financial life is, and how it can be better. Possibly, if homebuyers going into their first [...]

Quickbooks tutorial: Separating a group payment received into separate customer payments

Hi- Here’s an interesting question I received today: This business receives a group payment from a distributor for several different customers. The customers are kept separate because they drop ship to them. The question became, how do you separate the group payment so it’ll apply to all the different invoices? Here’s the video answer:


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