Running QuickBooks 2014 Premier Editions: The Only Definitive Guide to the Premier Editions by Barich Tom & Ivens Kathy

Author:Barich, Tom & Ivens, Kathy [Barich, Tom]
Language: eng
Format: epub
ISBN: 9781932925579
Publisher: CPA911 PUBLISHING
Published: 2013-10-31T22:00:00+00:00

Add your own end of year protocols to this list of chores, and you’ll find that it’s easy to identify the right clients because almost all QuickBooks reports let you filter for a customer type.

Managing Items

Items are the services and products a company sells. As an accountant, you sell services, and your item list can be as simple or as complex as your client services and invoicing standards require.

Most accounting firms need service items such as tax preparation (both personal and business), audits, tax planning, business planning, write-up or other bookkeeping services, and special services such as preparing business plans or projections. Create an item for each service you provide.

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