Latest Keep News

Every business faces the challenge of tracking where their money goes, and choosing the right expense management tool makes this task significantly easier. The decision between American Express Spend Manager and Expensify stands out as particularly crucial, as each platform brings unique capabilities to the table. Understanding the distinct features of these two solutions helps organizations optimize their financial operations and avoid common expense management pitfalls.

Small business owners understand that selecting the right banking partner significantly affects their daily operations and long-term success. This detailed comparison between 1st Bank and Chase business checking accounts examines their features, benefits, and potential drawbacks to help business owners make well-informed decisions about their financial partnerships.

Converting an employee to a vendor in QuickBooks is a process that requires careful steps to ensure all data and financial records remain accurate. While QuickBooks does not have a direct feature to change an employee to a vendor, there are workarounds that allow you to effectively make this transition. This comprehensive guide will walk you through the process step-by-step, provide best practices, and address common issues you may encounter.

Managing your business finances requires a reliable accounting system that grows with your company. QuickBooks Online serves as a comprehensive solution that adapts to various business needs and sizes. The platform combines powerful features with user-friendly interfaces, making it accessible for both accounting professionals and newcomers to financial management.

QuickBooks Desktop excels at managing your accounting needs, but when it comes to safeguarding your check payments, you'll need to take a few extra steps to set up positive pay. This powerful fraud prevention tool has become a must-have security measure for businesses of every size, and while QuickBooks doesn't include it right out of the box, implementing it doesn't have to be complicated. Whether you're a small business owner or managing a large organization's finances, this guide will walk you through everything you need to know about creating and managing positive pay files in QuickBooks Desktop, helping you build a stronger defense against check fraud.

Changing your company name in QuickBooks is a significant decision that can impact various aspects of your business operations, from legal documentation to customer communication. Whether you're rebranding, merging with another business, or simply updating your company identity, understanding the process thoroughly is crucial.

Memorized transactions are a powerful feature in QuickBooks Desktop that can save you significant time and effort when dealing with recurring financial entries. Whether you're handling regular bills, invoices, or other repetitive transactions, mastering the art of creating and managing memorized transactions can streamline your accounting processes. This comprehensive guide will walk you through the steps to create a memorized transaction in QuickBooks Desktop, explore best practices, and provide tips for maximizing the benefits of this feature.

Every business encounters situations where customers need refunds or adjustments - whether it's a returned product, a service cancellation, or a courtesy discount. A credit memo serves as a fundamental accounting document that reduces a customer's balance in your books. This comprehensive guide will walk through every aspect of credit memo management, providing practical solutions for common scenarios while ensuring your accounting stays accurate and compliant.

Invoicing is the lifeblood of any business, serving as the primary method for requesting payment from clients and maintaining healthy cash flow. Efficient invoicing not only ensures timely payments but also enhances the professionalism of your business operations. QuickBooks Online offers a robust invoicing system that caters to businesses of all sizes, providing a plethora of features to streamline the invoicing process.

Tax season brings unique challenges for business owners, and one of the most critical tasks involves ensuring W-2 accuracy for your employees. When errors appear on W-2 forms, whether from data entry mistakes or calculation discrepancies, knowing how to implement corrections in QuickBooks Online becomes essential for maintaining compliance and providing employees with accurate tax documentation. This comprehensive guide addresses the step-by-step process of correcting W-2s, ensuring you can navigate these adjustments with confidence while maintaining professional standards and meeting IRS requirements.

If you've been using Quicken for a while and feel like you've outgrown it, it might be time to make the switch to QuickBooks. This guide will walk you through the entire process, from understanding why you might want to switch down to the step-by-step process of how to do it. We'll cover everything you need to know to make an informed decision and execute a smooth transition.

Converting estimates to invoices in QuickBooks Online streamlines your financial processes and maintains healthy cash flow. This comprehensive guide explores the essential steps, best practices, and advanced features to help you master the conversion process efficiently.