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How to Confirm Your Payment Method is Up-To-Date in QuickBooks Desktop (2025)
It's been almost a year since QuickBooks discontinued Desktop Pro and Premier to new customers on September 30, 2024. For those of you...

Susan Cook
Sep 183 min read


QuickBooks Desktop security: Is your financial data really safe? How to protect your QuickBooks data
From ransomware to hardware failure, today’s cyber threats don’t just affect large enterprises—they target small businesses too. This blog covers what QuickBooks Desktop users need to know to secure their data, reduce internal risk, and prepare for worst-case scenarios.Â

Susan Cook
Jul 293 min read


QuickBooks Desktop Support: Your Mid-Year Check-In on What to Review, Fix, and Plan Now
Whether you're gearing up for a busy season, recovering from a Q2 whirlwind, or simply aiming to enter the second half of 2025 on strong footing, a mid-year review of your accounting system can make all the difference.

Susan Cook
Jun 282 min read


Why Automation Is the Secret Weapon for QuickBooks Desktop Users
Discover how QuickBooks Desktop users can save time, reduce errors, and boost productivity with automation. Learn why automation matters more than AI—for now.

Susan Cook
Jun 103 min read


What’s New with QuickBooks Desktop? Meeting Customer Needs in 2025
Explore the updates and improvements QuickBooks Desktop is making and what you can expect in the months ahead.

Susan Cook
Apr 243 min read


6 Signs Your QuickBooks Desktop Needs a Health Check
Even with the robust functionality of QuickBooks Desktop, inefficiencies can creep into your financial processes over time.

Susan Cook
Mar 244 min read


Optimize Cash Flow with QuickBooks Payments for Desktop Users
QuickBooks Desktop users have access to a powerful tool that simplifies payment, accelerates cash flow, and improves customer satisfaction.

Susan Cook
Feb 272 min read


Get Ready for Tax Season with Advanced Bank Feeds in QuickBooks Desktop
Reduce Errors, Reconcile Faster, and Keep Your Books Clean Before Filing Time

Susan Cook
Jan 103 min read


📢 BOI Filing Deadline: January 1 – Are You Ready?
The clock is ticking for businesses to comply with a critical new federal reporting requirement: BOI (Beneficial Ownership Information) repo

Susan Cook
Dec 10, 20242 min read


Preparing to Reconcile Accounts in QuickBooks? 6 Tips to Make it Easier
Bank account reconciliation is no fun, but it keeps your balances accurate. Here’s how QuickBooks can help you get ready.

Susan Cook
Dec 6, 20245 min read


Go Green, Increase Data Security, and Save More Time with Digital Document-Attach in QuickBooks Desktop
Accounting can generate a lot of paper. QuickBooks provides tools that can help you manage digital versions.Â

Susan Cook
Nov 15, 20245 min read


How Do You Pay Bills in QuickBooks?
Once you’ve entered a bill into QuickBooks, the hard part of data entry is over! Let's explore the QuickBooks Bill Tracker feature.Â

Susan Cook
Oct 4, 20244 min read


How the QuickBooks Desktop Bill Pay Tool Simplifies Your Accounts Payable.
Using the Bill Pay tool in QuickBooks Desktop is a no-brainer because it can help ensure that your bills are paid accurately and on time.

Susan Cook
Sep 13, 20244 min read


How to Optimize Your QuickBooks Desktop Report Preparation for Speed and Ease
Do you avoid running reports because of the amount of time it takes? Here are two great tips for making this task less burdensome!Â

Susan Cook
Aug 23, 20244 min read


How to Create Credit Memos and Give Refunds in QuickBooks
We hope you don’t have to do this often, but sometimes you need to return money to customers. Here’s how to do it

Susan Cook
Aug 13, 20244 min read


How Do You Set Up Users in QuickBooks?
Want to grant an employee access to your QuickBooks file? QuickBooks Desktop allows you to control what they have access to within the softw

Susan Cook
May 8, 20243 min read


How to leverage finance charges in QuickBooks Desktop for customers who routinely pay late
Are your receivables out of control? QuickBooks can help you assess finance charges.

Susan Cook
Mar 15, 20244 min read


5 Routine Tasks to Get QuickBooks Desktop Ready for 2024
Here are five tips to catch up your accounting in QuickBooks desktop in January 2024.

Susan Cook
Jan 24, 20244 min read


10 steps to a better budget for your business using QuickBooks Desktop
QuickBooks Desktop offers many tools that can help you easily create an accurate budget for your business.

Susan Cook
Dec 20, 20234 min read


Send Payment Reminders in QuickBooks Desktop using Customer Groups
QuickBooks Desktop allows you to send Payment Reminders to Customer Groups that you create.

Susan Cook
Oct 25, 20234 min read
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