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A Guide To Form 990 For Tax-Exempt Organizations

What is Form 990? Although many nonprofit organizations are exempt from paying federal taxes, the IRS requires tax-exempt organizations to file Form 990 for informational purposes. The IRS uses this informational return to determine whether you're still exempt from...

5 Critical Tax Tips For Nonprofits in 2019

No one enjoys filing taxes, but it can be especially problematic for nonprofits. Many nonprofits focus on their cause so much that they neglect proper organization. As a result, they deal with disorganized records and systems, and a lack of clarity around tax issues....

THE SMART BUSINESS OWNER’S LIST OF TAX DEDUCTIONS

For a business owner, taxes can be overwhelming and cumbersome. Tax deductions allow you to save thousands of dollars each year on your taxes and make tax filing a much more bearable experience. In this post, we'll list some of the tax deductions you can use to...

The Smart Business Owner’s List Of Tax Credits

One of the best ways to cut costs as a business owner is to take advantage of all the tax deductions and tax credits for which you're eligible. As a business owner, you're concerned with the bottom line--increasing your net profits. That probably means you spend most...

PRESS RELEASE: Cassidy Jakovickas, CPA of Fresno, CA Appointed to Intuit’s Accountant Council

Select Panel Advises on Products and Services that Accountants and Their Clients Want Most             FRESNO, CALIFORNIA – June 4, 2019 –Today, Intuit, Inc (Nasdaq: INTU) announced that Cassidy...

Beyond The Numbers: What We’ve Been Reading

Although our team loves using numbers and spreadsheets to help our clients make the best financial decisions, we also enjoy reading great books. Staying well read on both fiction and non-fiction books helps us hone our imagination and introduces us to new, sometimes...

Looking Back At April

It’s hard to believe that we’re at the end of April, but it’s true! This month, we helped our clients wrap up another great (and busy) tax season. There was, as always, a lot of paperwork, emails, and nail-biting involved in the days preceding April 15, but that’s all...

5 Last-Minute Tips For Filing Taxes in 2019

Well, April 15 is almost here, and the tax-related panic is thick. If you haven’t filed your 2018 tax paperwork and are rushing to get your taxes in by the deadline, we’ve decided to give you some last-minute tax advice that will hopefully help ease your stress....

An Introduction To Cybersecurity for Business Owners

Keeping your sensitive business and customer data secure has never been more critical. Whether you are a small business or a national corporation, you can't relax your defenses against those criminals seeking to take advantage of lazy cybersecurity policies. Virtually...

March News Roundup

Wow! It seems like we just started March and we’re already moving into April! As we move into the final stretch of tax season, we’re recapping this month’s news for you, just in case you missed it amid the tax-related hubbub. MBS Accountancy: November Review This...

QuickBooks tip of the day: Custom fields with lists

Reading Time: < 1 minute

In all QuickBooks desktop financial products you can create custom fields that are a text box. However, in QuickBooks Enterprise Solutions, you can create a custom field with a multiple choice list. A perfect example is to add a Requester field to a purchase order. Making the options standard will help make sure your team does not accidentally misspell the name of the employee requesting a purchase.

For Items:

  1. Edit or create a new item
  2. Click on Custom Fields on the right side of the item window
  3. Click on Define Fields
  4. Create the label you want to require
  5. Click on Use
  6. Select what type of field you want this to be, (Date, Phone Number, Drop Down List, Dollar Amount)
  7. Click on “Required for List and/or Transaction”
  8. Click on OK

For Customers, Vendors, and Employees:

  1. Edit or create a new Customers, Vendors, or Employees
  2. Click on the Additional Info tab
  3. Click on Define Fields
  4. Create the label you want to require
  5. Click on Use
  6. Select what type of field you want this to be, (Date, Phone Number, Drop Down List, Dollar Amount)
  7. Click on the Required for List and/or Transaction
  8. Click on OK

If you want these fields to be added to reports, don’t forget to also add them to your templates!

 

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