Mark Calatrava

EasyFarm by Vertical Solutions is a locally installed farm management and accounting application designed to help farmers simplify their record-keeping process for crops, livestock, and inventory. It includes a chart of accounts tailored to the unique needs of farmers and offers accounting features, like bank reconciliation, check printing, and sales tracking. With an average rating…

QuickBooks Accountant Desktop, an on-premise accounting software, provides bookkeepers and accountants with special tools for serving their clients who use QuickBooks Desktop Pro or Premier. This version of QuickBooks Desktop for accounting firms has many unique features not present in the Pro and Premier editions, such as the ability to review and adjust client data…

QuickBooks Premier Manufacturing and Wholesale, an industry-specific version of QuickBooks Desktop Premier, is designed specifically for manufacturers, wholesalers, and distributors. It has robust inventory management features, including the ability to manage bill of materials (BOM)—which is essential for manufacturers. The Manufacturing and Wholesale edition is priced at $799 per year for one user, which is…

QuickBooks Mac Plus 2023, also called QuickBooks Desktop for Mac, is a subscription-based accounting software program designed exclusively for Mac users. It offers features similar to its Windows counterpart but with added Mac-specific functionality, such as the ability to connect iCloud Contacts for easy access to customer or vendor contact information. The program has an…

QuickBooks Desktop Premier, a desktop version of QuickBooks, enables you to perform a wide range of accounting tasks, such as sending and tracking invoices, running payroll, and managing inventory. It’s ideal for businesses that need to keep separate books for multiple companies and have an experienced bookkeeper who rarely needs assistance from an offsite accountant….

While QuickBooks Online can help trucking businesses handle their accounting processes, it lacks specialized trucking features, such as load management, route optimization, real-time location tracking, and international fuel tax agreement (IFTA) reporting. That said, trucking businesses already using or planning to use QuickBooks Online can enhance their operations by integrating it with dedicated trucking software….

This tutorial will show you how to process credit card payments in QuickBooks Online using QuickBooks Payments. First, we’ll go over how to set up QuickBooks Payments, as you’ll need an account to process payments. Then, we’ll look at how to accept credit card payments in QuickBooks Online using a sales receipt and a customer…

The QuickBooks Online desktop app is a standalone software that you can install directly on your Mac or Windows desktop or laptop computer. Similar to the browser version, it offers all the core features of QuickBooks. However, it comes with added flexibility, such as the ability to stay logged in for six months, switch to…

Our guide covers how to record credit card sales in QuickBooks Online using a third-party credit card processor. We’ll explain how to record the sale as a payment for an outstanding invoice or as a sales receipt if no invoice has been issued.  Step 1: Record Receipt of the Credit Card Payment In QuickBooks…

This guide will teach you how to reconcile credit card accounts in QuickBooks Online to ensure that the credit card activity in the platform matches your credit card statements. We’ll also share some of the common errors that you may encounter, along with some tips to locate discrepancies.  Step 1: Navigate to the ‘Reconcile’…

In this guide, we’ll show you how to complete a bank reconciliation in QuickBooks Online, which can help verify that all the activities in your bank account are recorded accurately. To successfully reconcile your transactions against your bank statement, the difference between the ending balance and cleared balance should be zero. If the difference isn’t…

This guide will cover how to manage downloaded credit card transactions in QuickBooks Online. You’ll learn how to match transactions to existing entries, add them as new transactions, or choose from multiple potential matches. Also, we’ll cover how to create a rule to help QuickBooks better remember similar transactions.  Step 1: Go to the…