A Community for QuickBooks Online Users

 

What is Share a Refund?

Posted by on 9:26 pm in Apps | 0 comments

What is Share a Refund?

About Share a Refund Late packages, billing mistakes, and overcharges all cost your business money. Share a Refund makes it easy to get the refunds that you deserve. Simply signup and watch the refund credits start rolling in. If you would like to watch our demo of Share a Refund, you can find it here on YouTube. What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com? Share a Refund saves companies time and money by automatically securing refunds from Fedex and UPS. Think of us like autocorrect for...

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Cindy Schroeder – Community Spotlight

Posted by on 2:01 am in Community Spotlight | 0 comments

Cindy Schroeder – Community Spotlight

Meet Cindy Schroeder Cindy Schroeder has been a loyal QBOchat twitter chat participant for years. She lives in Glen Ellen, IL, even though her heart is really in Disney World, as many of us know. Cindy is the owner of Bright Bookkeeping, where she alleviates small business owners’ headaches by offering them cloud based accounting solutions, like our favorite, QuickBooks Online. Cindy can help her clients cut through the chaos because she loves to get them organized and put their accounting in an efficient process. Considering all of her...

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Creating a Budget in QuickBooks Online

Posted by on 10:24 pm in Reporting | 0 comments

Creating a Budget in QuickBooks Online

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 your budget or keep it a company-wide level. And, finally, you’ll have the option as to how detailed you want to enter the budget numbers. Once you are done, QuickBooks Online will provide you with Budget...

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Setting Up Combined Sales Tax Rates in QuickBooks Online

Posted by on 9:26 pm in Sales Tax | 0 comments

Setting Up Combined Sales Tax Rates in QuickBooks Online

You can setup 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 rate and then each county has an additional sales tax rate. Each of these different counties (or even local cities) can be setup as an individual combined rate. Then when you run the sales tax reports out of QuickBooks Online, you are able to see the...

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What are you #thankful for?

Posted by on 4:44 pm in Community Spotlight | 0 comments

What are you #thankful for?

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 are #thanksful for. Tell us what you are thankful for in the comments below. We know we are #thankful for our community and everyone that comes back each week to join our live twitter...

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How to Fix QuickBooks Bank Feeds Not Showing Names

Posted by on 6:54 pm in Banking | 0 comments

How to Fix QuickBooks Bank Feeds Not Showing Names

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 is that people are not actually attaching a name (vendor or customer) to transactions. So, how do you fix QuickBooks Bank Feeds not showing names? Here is the problem: When you start to run reports or search for transactions by a person, you won’t see anything listed....

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

Posted by on 4:34 pm in Intuit News & Updates | 0 comments

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

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 that Intuit has sponsored, here is a recap we put together on the Small Business App Showdown. Who are the finalists? Here are the links to their Apps.com pages and a short description of what they do. Share a...

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How to Match a Deposit to a Customer Payment

Posted by on 6:46 pm in Banking | 0 comments

How to Match a Deposit to a Customer Payment

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 you don’t see an immediate match, click on the transaction and then click “Find Match”.     Once “Find Match” is clicked, then a screen will come down of all available invoices and payments that can be used to match up the...

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Why an Accountant Makes a Difference in Small Business

Posted by on 5:27 pm in Grow Your Accounting Firm | 0 comments

Why an Accountant Makes a Difference in Small Business

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 comes to selecting different solutions (like QBO and the 3rd party apps that make up the QBO ecosystem). One of my favorite things about my job is getting to hear stories from my partners about their clients. From taking small...

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Converting from Xero to QuickBooks Online

Posted by on 4:11 pm in Conversions | 0 comments

Converting from Xero to QuickBooks Online

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 I have also done in the opposite direction. The only purpose of this article is to discuss the basics of doing the conversion. Whether or not it is the right thing to do is a discussion for another day. When converting a company file...

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What is HandiFox Online?

Posted by on 2:33 pm in Apps | 0 comments

What is HandiFox Online?

HandiFox 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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What is Intuit’s #SmallBizAppShowdown

Posted by on 2:14 pm in Intuit News & Updates | 0 comments

What is Intuit’s #SmallBizAppShowdown

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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