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Make QuickBooks Match Your Tax Return

Episode Video

Make QuickBooks Match Your Tax Return

July 1, 2021 Beginners

During this week’s show Brian Hershman of BSH Accounting explains how to make QuickBooks match your tax return. Brian talks about the new “prep for tax” feature built in QuickBooks Online. Matthew Fulton also answers a couple questions from QB Community Live Facebook group.

Show Notes

Brian Hershman

BSH Accounting

Founder

(469) 482-0084


Our firm revolves around creative financial and tax solutions and to integrate as a trusted advisor within a client’s management team.

During this week’s show Brian Hershman of BSH Accounting explains how to make QuickBooks match your tax return. Brian talks about the new “prep for tax” feature built in QuickBooks Online.

 

Matthew Fulton also answers a couple questions from QB Community Live Facebook group.




Video Timeline:

Getting Started: 0:00

Introducing Brian: 

 

This Weeks Questions:

What mileage tracking apps are people using:

Converting QuickBooks Desktop to QuickBooks Online:

 

Make QuickBooks match your tax return:

Who is reading these reports:

The important role of the trusted advisor:

Different business entities and their tax forms:

Reviewing the 1120S:

 

Prep for Taxes Feature in QuickBooks Online:



Shared Resources:

 

Next week’s Host: Tonya Schulte with a demo of Scribe

Handouts

 

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July 1, 2021

parkwayinc
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”

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