Recent Articles

QuickBooks Income Tax Reports and Filtering Options: Target the Right Output

April 15 is getting uncomfortably close. QuickBooks, of course, can’t do your taxes for you. But it helps you lay some of the groundwork. Following up on last month’s column on customizing reports, we’ll look at the program’s tax-related reports and its powerful report-filtering options. But first, you’ll need to make sure that this output […]

February 15, 2012 | 0 Comments More

Why the QuickBooks Class Feature is a Nonprofit’s Best Friend (Part 2)

Most nonprofit organizations use the chart of accounts to capture functional allocations in QuickBooks, resulting in a complicated and lengthy account listing and reports that are at best, difficult to interpret. Without exception, every nonprofit organization that has hired me for QuickBooks support exported financial reports into Excel so data could be manipulated to create […]

February 7, 2012 | 0 Comments More

Why the QuickBooks Class Feature is a Nonprofit’s Best Friend (Part 1)

Over the years I’ve worked for numerous not-for-profit organizations. Their services vary tremendously – companies serving children with disabilities, legal aid groups, animal rescue organizations, research and education firms, religious organizations, the list goes on and on. What each company has in common is the need to track expenditures by their functional classification. Let me […]

February 1, 2012 | 0 Comments More

Tracking Your Business Mileage

Do you use a vehicle for business purposes? If so, you may be missing out on an easy deduction on your income taxes. The IRS currently allows a deduction of 55.5 cents* per business mile driven. However, if you can’t prove it, you can’t claim it, so you must maintain a timely and accurate record […]

January 25, 2012 | 0 Comments More


Welcome to my blog! I hope you will find this to be a useful resource for your QuickBooks and general accounting problems. Many people have asked me how I came up with the name “My Shoebox Bookkeeper” for my company. It’s simple, really: how many small business owners do you know who are wildly successful […]

January 24, 2012 | 0 Comments More

Modifying QuickBooks Reports Gives You Better Insight Into Past, Future: Part 1

If you make one resolution about improving your accounting procedures in 2012, it should be this: Make extensive use of the tools that QuickBooks offers for report modification. Comprehensive, meticulously-shaped reports that flow out of your carefully-constructed records and transactions are your reward for pounding on the keys every day, conscientiously recording income and expenses. […]

January 17, 2012 | 0 Comments More