Synthesis, Inc. - Synthesis, Inc. - Administrative Support for Creative People
Success Tips
Here to Serve
Consultants focus on strategy, the big picture, giving your business a global perspective.
Synthesis actually handles the work that results from this strategy!
Accounting Tips
Two Quick Tips for QuickBooks
There are two features in QuickBooks I cannot live without and are often overlooked by folks: The View Multiple Window option and the Find Transaction feature.
How often do you jump back and forth between reports, vendors, payables, payroll, even your check register and find yourself re-opening windows or minimizing screens? One click will allow you to toggle among all the open windows: Click View/Open Window List:
IRS Withholding Calculator
Determining how much to withhold from your paycheck can be tricky. Most of us want to withhold enough to prevent tax liability at year end; however, withholding too much can create cash flow crunches.
We’re not CPAs and certainly not IRS tax gurus; however, September is the time of year we get with our own CPA to determine if we have withheld enough or perhaps too much to cover our tax liability. (I am one of those people that love having a tax refund – it’s ‘vacation’ money, but I know many people would rather have the money in their own pocket during the year and save for a vacation if they choose!)
Click here for a link to the IRS website that provides insight into your withholding obligations or, if you would like to go straight to the withholding calculator, be sure to have handy:
Tracking Mileage & Charging Client
Keeping track of business miles in QuickBooks is easy and can even be billed to your customers or clients. Here is how to track mileage in QuickBooks:
First, you will need to set up the vehicle(s) and the mileage rate.
- Under the Company menu select Enter Vehicle Mileage.
- Click on the Vehicle List button. Using the drop down arrow on the Vehicle button select New. Enter the name and description of the vehicle.
Memorized Transactions in QuickBooks
An easy way to repeat what works is to create Memorized Transactions in QuickBooks. Memorized Transactions allow you to set up recurring transactions to record at regular intervals over a period of time. You can choose to have these transactions record automatically or remind you to add the transaction from a list for entry under your control.
Memorized transactions reduce mistakes, keep better tabs of cash in bank and increase accuracy. Here are some samples of how you can use Memorized Transactions to your benefit:
Cash flow – outgoing:
- Loan or Lease Payments
- Recurring bills such as Rent
- Recurring checks such as monthly 401K or Simple IRA contributions
- Debits from your checking account such as health insurance or any premium with a fixed payment
Page 1 of 9
About Synthesis
Synthesis Services
Articles & Tips
Media & Downloads
ACT! Training
Do you have access to the #1 Contact Management Program in America but can't make it sing?
We can! We have used ACT! since its 2nd ACT! version and credit this program with growing our business exponentially over the years.
Accounting Services
Know where your money is with accurate, concise, readable reports that reflect your specific business categories and requirements.
Allow us to organize a simple yet effective financial system.
Sales & Marketing Support
Consultants are excellent at helping teams coordinate their efforts so everyone in the company is heading in the same direction.
It's the implementation of that strategy - the consistent 'doing-ness' of sales - where Synthesis provides support.