ebs Associates Blog

Small Business Accounting & Technology Resources

Receiving Customer Payments: Your Options

Posted by Denise Loter-Koch on May 29, 2017

It’s one of your more pleasant tasks as a QuickBooks user: receiving payments from customers. Here’s how it works.

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Topics: QuickBooks Software, Customer Relationship Management, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, Payments Processing

Denise Loter-Koch Takes ebs Associates To The Next Level | $1 Million Club & Top 100 ProAdvisor 2017 Awards

Posted by Chris Low on May 25, 2017

We continue to grow, innovate and lead because of you. 


Thanks to you, last week Denise Loter-Koch was named a2017 Insightful Accountant Top 100 ProAdvisor for the 3rd year in a row, and additionally, was welcomed by Intuit into the prestigious "Million Dollar Club" for her hard work, extensive growth, and passion for the industry.


Denise qualifies as a veritable Who’s Who of Advanced Certified ProAdvisors. This nationally recognized QuickBooks educator and accounting industry expert began her company in 1982. Denise is President and CEO of  ebs  Associates Inc. What does  ebs  stand for? Empowering Business Success, and Denise could fill a book.

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Topics: QuickBooks ProAdvisor, Intuit QuickBooks Solution Provider

How to Safely and Properly Prepare to Upgrade Your Company File

Posted by Denise Loter-Koch on May 25, 2017

With QuickBooks 14 (Pro/Premier/Enterprise) being discontinued at the end of this month you might be wondering how you safely prepare to upgrade your company file to the newest product year.  Do you just upgrade with no preparation?  Are you able to upgrade while people are working in the file?  Does it happen automatically?  These are all questions that need to be addressed.

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Topics: QuickBooks Upgrades, QuickBooks Software, QuickBooks Company File, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise

Intuit Field Service Management vs. Corrigo Work Order Management | Comparison Breakdown

Posted by Denise Loter-Koch on May 24, 2017

When reviewing Work Order Network and Field Service Management, there are a few key differences to recognize between these two products.  Although both products emphasize their ability to help your management become completely paperless, the products incorporate distinctive features into making jobs more efficient and accurate for you.  There are more to these two apps than the fact that they are all online.

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Field Service Management, QuickBooks Invoices, Customer Relationship Management

Fishbowl Releases Newest Update to 2017.4

Posted by Denise Loter-Koch on May 23, 2017

Fishbowl has recently released their newest update 2017.4 bringing along with it several new features as well as a few bug fixes.  Below you will find some of the great features in Fishbowl 2017.4.  Before you upgrade please read the section at the bottom for some important instructions.  Unlike a typical release, when you move to 2017.4 you will need to manually update each of your client computers.

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Topics: QuickBooks Warehouse Inventory Management, QuickBooks Add-ons & Extensions, Fishbowl Inventory Management

5 Reasons to Upgrade to QuickBooks Enterprise

Posted by Denise Loter-Koch on May 22, 2017

Making the decision to upgrade to QuickBooks Enterprise from either QuickBooks Pro/Premier, or another third party program is one that is not made lightly.  There are many factors to consider ranging from the financial investment, to features and integrations with other software, and even how much information can be stored in the company files.  Here we will go over five reasons you should take into consideration before moving ahead with upgrading.

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Topics: QuickBooks Upgrades, QuickBooks Software, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Warehouse Inventory Management, QuickBooks Company File

How will Memorial Day affect my direct deposit? | Monday, May 29, 2017

Posted by Thomas Cooper on May 18, 2017

Please be advised that Monday May 29th is Memorial Day. This may affect Payrolls that you are responsible for.  How will Memorial Day (Monday, May 29, 2017) affect my direct deposit?

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Topics: Small Business Accounting, Payroll Setup, Taxes, Taxes in Oregon, QuickBooks ProAdvisor, Intuit QuickBooks Solution Provider

What is the Intuit Reseller Program?

Posted by Denise Loter-Koch on May 17, 2017

Resellers can help you increase the value of your Intuit investment by improving performance, increasing efficiencies, and simplifying operations.

The Intuit Premier Reseller program includes only the top business professionals who are qualified in meeting their customer’s diverse needs by selling a variety of Intuit products and services to deliver complete business solutions. As part of this premier tier, ebs Associates offers a direct relationship with Intuit’s sales, procurement, and product support teams, creating an inflow of resources and support for you and your business.

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Topics: Intuit QuickBooks Solution Provider, QuickBooks Software, QuickBooks ProAdvisor, QuickBooks Enterprise, Payroll Setup, Taxes, QuickBooks Training or How To

QuickBooks 2014 Discontinuation | May 31, 2017

Posted by Denise Loter-Koch on May 4, 2017

It’s that time of year again when Intuit retires the oldest version of QuickBooks. This year brings the retirement of QuickBooks version 14. This is applicable to all versions of 14 (Pro, Premier, and Enterprise). After May 31, 2017 these products will be retired.

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Topics: News & Resources, QuickBooks Upgrades, QuickBooks Software, QuickBooks Sunset Versions, QuickBooks Add-ons & Extensions, Payroll Setup, QuickBooks Reconciliation



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