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Chart of Accounts

Setting up your Chart of Accounts is extremely important as this can be thought of as the “back bone” of your accounting system.  It will be difficult to obtain meaningful financial statements if your Chart of Accounts is not set up properly. You will have an option to select from predefined industry templates when setting […]

QuickBooks® Online – Class vs Location Tracking

Jennifer Cobb CPA, PLLC You can create “Classes” in both the Online Plus and Desktop versions of QuickBooks.  In QuickBooks Online Plus, you have an additional option to create “Locations”.  The Location feature is not available in Online Simple Start/Essentials or any Desktop versions of QuickBooks. Both Class and Location tracking allow you to sort […]

Intuit Global Accountant Day

Jennifer Cobb CPA, PLLC -Last month I was invited to be a panelist at Intuit’s Global Accountant Day Celebration.  Intuit is the company that you might recognize for its QuickBooks® accounting software.  This was the third annual celebration which recognizes accountants and all they do as trusted advisors to small businesses around the world.  I […]

Hello World

Hello World…I finally did it…I started my own accounting firm!! Building an accounting firm from the ground up is HARD.  I am in a new city – with new friends, new church, new business community, and new social groups. Marketing is a REAL process.  I am making personal and professional contacts and enjoying most of […]

Class Tracking” in QuickBooks®

Jennifer Cobb CPA, PLLC- The Desktop and Online Plus versions of QuickBooks® offer a feature called “class tracking”.  Classes allow you to sort transactions based on identifiers such as location, property, business activity, or project. For example, a construction company might set up classes for lines of business such as new residential construction, new commercial […]