Retirement Plan Options – 401(K)

One of the most commonly offered retirement plans is a 401(K).There are a couple ways to set up a 401(K), and as the employer, you’ll have a couple options for how to set up the contributions you make. The types of 401(K)s you can offer are: Traditional 401(K): The...

Retirement Plan Options – SEP IRA

Whether you run a business with employees, or are self-employed or do freelance work, you should set up tax-advantaged savings accounts for retirement. There are several types of retirement accounts you can use, which I’m going to review in a series of posts. They...

Attaching Documents in QuickBooks Online

As you keep track of things in QuickBooks, don’t forget that you can attach documents to vendors, customers, and transactions. You can attach a copy of a bill you’re paying, or sending to customers, so you don’t need to dig through files, or an email exchange about a...

Memorized Transactions in QuickBooks Online

There are a number of transactions that will happen repeatedly, and you can have QuickBooks memorize them and post them on a schedule, e.g. monthly or quarterly. Some examples are: Monthly bills, e.g. loans, leases, rent, health insurance, utilities Quarterly or...