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February 17, 2018

5 Ways Primarily Bookkeeping Takes Away Your Bookkeeping Stress

Many small businesses and microbusinesses count bookkeeping as an administrative task and are often surprised at the level of detail, record-keeping, and pure time it takes […]
February 13, 2018
How to Make Excel Easier to Use

How to Make Excel Easier to Use

Excel is an incredibly powerful tool for a number of business uses, but all that functionality sometimes comes at the cost of added complexity. Understanding how […]
February 3, 2018

How to Merge Customers in QuickBooks Premiere 2017

Sometimes, whether due to a typo or a business changing its name, you’ll find it necessary to merge two customers together in QuickBooks Premiere 2017. The […]
January 30, 2018

How to Merge Customers in QuickBooks Online

Sometimes, and for a number of reasons, you might want to merge two customers together in QuickBooks Online. Perhaps a business has changed its name, or […]
January 19, 2018

How to Create a Budget in QuickBooks 2017 Premier for Windows

Creating a budget in QuickBooks 2017 Premier is a quick and easy process that’ll have long-term benefits for your business as you work to achieve and […]
January 12, 2018

How to Create a Budget in QuickBooks Online

Budgeting is an essential part of planning for any business, helping you track how close your business is to achieving its financial goals. It’s fast, simple, […]
January 5, 2018

It’s January — Time to File Your 1099s!

It’s January, which means it’s time to file your 1099s. Filing a 1099-MISC is not optional and applies to many situations where you’ve paid a provider […]
October 12, 2017

Illuminate Your Gifts

Rachel is a member of a women’s organization that is hosting a conference Oct. 21st in Bellevue, WA. “Illuminate Your Gifts” is for the women who’s […]
August 25, 2017

An introduction to Hubdoc

What is Hubdoc?   Hubdoc is one of the most useful pieces of software we use for managing our clients’ financial data. Hubdoc uses bank-level encryption […]
August 10, 2017

10 Questions to Ask When Hiring a Bookkeeper

When looking to hire a bookkeeper, you want to find one who meets your standards and who you’re comfortable working with. We’ve put together a list […]
April 3, 2017

QuickBooks Online: How to Send an Invoice or Sales Receipt via Email

Primarily Bookkeeping offers QuickBooks training to our clients and provides tutorials and “how-to” guides for various tasks.  For help with QuickBooks or any other bookkeeping needs, contact us […]
March 27, 2017

QuickBooks Online: How to Create a Refund

Primarily Bookkeeping offers QuickBooks training to our clients and provides tutorials and “how-to” guides for various tasks.  For help with QuickBooks or any other bookkeeping needs, contact us […]