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Record Retention Guide

We have compiled a list of the most common tax and financial records that a business or an individual may need to keep a...
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Are You Using the Right Business Structure?

The business entity you select dramatically impacts your taxes and liability. Choose wisely. You may be required to do s...
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How Long Should You Keep Tax-Related Records?

How long should you keep your tax-related records? What do you do with all of the supporting documentation? Do you have ...
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Why You Should Be Using Tags in QuickBooks Online, and How to Create Them

Categories and classes have their place in QuickBooks Online transactions. Tags provide another way to track your financ...
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How Do You Create Projects in QuickBooks Online? 

Do you need to monitor income and costs related to your projects? QuickBooks Online makes this easy—and calculates profi...
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5 Tips for Managing Inventory in QuickBooks Online

Do you need more products? Stocking too many? How QuickBooks Online can help solve both problems Maintaining a healthy i...
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Having Trouble Budgeting? QuickBooks Online Can Help

Use these tips on QuickBooks Online’s setup tools for better budgeting. Making a budget that works may be one of t...
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Renting Residential Real Estate—A Tax Review for the Nonprofessional Landlord 

Investing in a residential rental property raises various tax issues that can be confusing, especially if you are not a ...
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