Quickbooks Online Training
A Community For QuickBooks Online Accountants

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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Setting Up Combined Sales Tax Rates in QuickBooks Online

By Cathy Iconis | November 14, 2016

You can set up combined sales tax rates in QuickBooks Online with just a few easy steps. Why use a combined sales tax rate? A combined sales tax rate is useful when you have to report several different jurisdictions under one main local. For example, in the state of Georgia, we have a main Georgia…

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What are you #thankful for?

By QBOchat Admin | November 10, 2016

With Thanksgiving right around the corner, we wanted to spend some time to promote being #thankful for everything in our lives. How can you get involved? Get the #QBOchat #thankful twibbon (below). Share what you are #thankful on twitter. Tweet Join our twitter chat, Thursday, November 17th at 3PM ET/12PM PT to share what you…

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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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Top 10 Finalists Small Business App Showdown

Congratulations to the Top 10 Finalists of the $100,000 Small Business App Showdown

By Cathy Iconis | September 29, 2016

Intuit recently released the list of the Top 10 Finalists for their $100,000 Small Business App Showdown contest. We wanted to take a second to say Congratulations to all of them!! And, we are very excited to see them compete at this year’s QuickBooks Connect for that $100K. If you haven’t heard about the contest…

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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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Why an Accountant Makes a Difference in Small Business

Why an Accountant Makes a Difference in Small Business

By Kim Austin | September 22, 2016

For those who don’t know me, I’m part of the Strategic Accounts team at Intuit. As a Business Development Manager, I spend my life helping accountants help their small business clients. I’ll often tell my partners that while they are supposed to be their clients’ trusted advisor, I will be their trusted advisor when it…

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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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What is Handifox Online?

What is HandiFox Online?

By QBOchat Admin | August 25, 2016

HandiFox Online, an app that integrates with QuickBooks Online, is a cloud-based inventory control and sales management system designed for small to midsize businesses in a wide variety of industries

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SmallBizAppShowdown

What is Intuit’s #SmallBizAppShowdown

By Cathy Iconis | August 18, 2016

Intuit is giving away $100,000 to a special App at QB Connect this year with the #SmallBizAppShowdown contest and you can help decide the winner.

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