Accountant Tools

Exploring the QBOA Accountant Toolbox

By Cathy Iconis | September 4, 2018

How to Use The Accountant Toolbox in QuickBooks Online As a QBOA (QuickBooks Online Accountant) user, you get access to some extra features and tools that regular users just don’t have. One of those features is the accountant toolbox. When you are logged in to QuickBooks Online, the accountant toolbox is the briefcase on the…

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What is the best choice for mailing QuickBooks customer invoices?

By Docusend | May 16, 2018

As of June 30th, QuickBooks Billing Solutions no longer provides mailing services as an option for their users. The best choice for mailing QuickBooks customer documents is DocuSend powered by MTI. DocuSend is a web-based service for managing and distributing customer invoices and documents. It is simple, fast, easy to use and works seamlessly with…

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Customizing QuickBooks Online for a Nonprofit

By QBOchat Admin | March 20, 2018

This article was written by Audrey Blackburn of Blackburn Consulting. I get asked all the time, “Can I use QuickBooks Online (QBO) for my nonprofit?” My answer is always, absolutely! I have been a fan of QuickBooks for years. My love of QuickBooks started with the desktop version many years ago. Then, Intuit developed QBO and…

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QuickBooks Online for Retailers

QBO for the Retailer

By QBOchat Admin | 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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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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QuickBooks Online for Accountants

QuickBooks Online for Accountants

By Andrea Mestdagh | March 10, 2016

It’s no secret we love QuickBooks Online. With this chat, we explored some of our favorite features, and learned a few new ones for QuickBooks Online for Accountants – QBOA. If you’ve recently signed up for QBO, or if you’re thinking about using the platform, test it out for free. You’ll be required to enter…

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I’ve got the NEW QBOA!!

By Cathy Iconis | March 13, 2015

I’m excited to announce that my firm, Iconis Group, has been converted to the NEW QBOA!! I’m excited to use all the new collaboration tools with my clients. To get started, reading this Welcome Guide is a must! Client List So, not sure if this will happen to anyone else, but my client list was…

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The New QuickBooks Online Accountant (QBOA)

By QBOchat Admin | January 24, 2015

A New Year inspires fresh ideas, and Intuit has been working hard to get everything together for their refreshed QuickBooks Online for Accountants (QBOA). Before we launch into the takeaways from the chat on the new QBOA, let me reiterate that we welcome all QuickBooks users, from small businesses to developers, to join us for…

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