QBO Tutorials

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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QBO App for Windows and Mac

QBO App Demo

By Cathy Iconis | September 30, 2015

#QBOchat QBO App DemoWatch our demo of the new QBO App for Windows and Mac

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Efficient Accounting Workflows

Efficient Accounting Workflows

By Cathy Iconis | September 24, 2015

Efficient Accounting Workflows is one of the topics that is near and dear to my heart. I feel like accounting should be an efficient part of every business and should be doing more good for your business than bad. So, we decided to have this as a topic for a recent #QBOchat. If you’d like…

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Importing a .qbo file

Importing a .qbo file into QuickBooks Online

By QBOchat Admin | January 8, 2015

Importing a .qbo File in 60 seconds Having issues downloaded your transactions from your bank. You can also use this work-around by importing a .qbo file from your bank into QuickBooks Online.

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Adding Time Entry Users to QuickBooks Online

Adding Time Entry Users in QuickBooks Online

By QBOchat Admin | January 6, 2015

Adding Time Entry Users in QuickBooks Online

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QuickBooks Online Intro to Online Banking

By QBOchat Admin | January 2, 2015

[youtube id=”8Gvki_mUSuM”]

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