QBO Tutorials

QuickBooks Online for Retailers

QBO for the Retailer

By QBOchat | February 21, 2018

This article was written by William English of English Management Solutions, Inc. In our practice, we have seen a seen a number of our clients move to the QuickBooks Online Platform. In this article, we cover some best practices to ensure your retail clients can use QBO successfully. So what retailers are a good fit for…

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I hate QuickBooks

I hate QuickBooks

By Cathy Iconis | January 23, 2018

I monitor tweets that include a mention of QuickBooks. Since it is the beginning of the year, I’ve noticed a TON of tweets about how much people hate QuickBooks. I want to reach out, but I’m not sure I can be of assistance. QBCares does an amazing job reaching out and trying to help users…

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QuickBooks Online for Construction Companies

QuickBooks Online for Construction Companies

By Tonya Schulte | March 8, 2017

Can I Use QuickBooks Online for Construction Companies? If you are a construction company owner who has been told that QuickBooks Online won’t work for your construction company, you may want to take a second look. There are still quite a few accounting professionals who tend to think of QuickBooks Online in the same way…

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Cash Basis versus Accrual Basis Financials in QuickBooks Online

Cash Basis Versus Accrual Basis Financials in QuickBooks Online

By Sherrell Martin | January 13, 2017

Understanding your financial statements is key to managing the numbers in your business. In fact, it’s mandatory. One of the main things you need to understand is the difference between your cash basis financial statements and your accrual basis financial statements. You also need to understand what makes them different in your QuickBooks Online file.…

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How To Print Checks in QuickBooks Online

By Cathy Iconis | January 10, 2017

It is super easy to print checks in QuickBooks Online. First, you’ll want to click the + sign in QuickBooks Online. With the new design layout introduced in early 2017, that can now be found on the top right of your screen. Under Vendors, you’ll see the link to “Print Checks”. The next screen will…

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Creating a Budget in QuickBooks Online

By Cathy Iconis | November 14, 2016

Creating a budget in QuickBooks Online is a simple 3-step process. To navigate to the budget area, go to the top right Gear Icon, then select Budgeting under Tools. First, you’ll decide if you want to create your budget from scratch or historical numbers. Second, you’ll have the option as to whether you want to subdivide…

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How to Make a Name Show on Your Transactions in QuickBooks Online

How to Fix QuickBooks Bank Feeds Not Showing Names

By Cathy Iconis | September 29, 2016

The bank feed is one of the best features of QuickBooks Online. It allows you to cut down on data entry and save a ton of time. That being said, this is one area where I see people making mistakes all of the time. One of the most common mistakes I see with the bank feed…

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How to Match a Deposit to a Customer Payment

By Cathy Iconis | September 22, 2016

Seeing the “Match” icon in your bank feed is always a really good feeling, but sometimes, you get stuck and have to find a way to manually match a transaction in the bank feed. In this quick How To, we are going to show you how to match a deposit to a customer payment. If…

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Converting from Xero to QuickBooks Online

Converting from Xero to QuickBooks Online

By Brent Blackburn | September 1, 2016

There are many reasons a company or its bookkeeper or tax preparer/accountant may want to convert a set of accounting books from the Xero platform to the QuickBooks Online (QBO) platform. I will make no attempt here to discuss the possible reasons for or against doing so. I have done many of these conversions, as…

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Which Version of QuickBooks Online is Right For You

Which QuickBooks Online Subscription is Right for You?

By Cathy Iconis | June 16, 2016

Are you ready to start using QuickBooks Online, but you aren’t sure which subscription is right for you? Well, you’ve come to the right place! Here is our simple Guide to QuickBooks Online Subscription Options. And, once you are ready to signup, contact us through our contact page to get a great discount!! Before you…

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