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BIG NEWS! In order to better serve the QBOchat community, Twitter Chats will be replaced with podcasts starting on November 1st.

QBO Tutorials

Stay Informed With Our QBO Tutorials

QBO App Demo

September 30, 2015

On October 6th, we had the pleasure of having Scott Stonehocker, a product manager with Intuit, give us a demo of the QBO App. The new QuickBooks App for Windows Marries the Cloud with a Desktop Here are some of our favorite takeaways from the demo: The QBO App is available for Mac and Windows…

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Exploring the QBOA Accountant Toolbox

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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Managing Restricted Grants in QuickBooks Online

June 12, 2019

QuickBooks Online is an effective and affordable tool for nonprofit organizations to manage restricted grants. Megan Genest Tarnow walks us through how to setup restricted grants in QuickBooks Online.

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What is the best choice for mailing QuickBooks customer invoices?

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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Top 1099 Errors Made in QuickBooks

January 24, 2018

It’s 1099 season and there are a few more days until the deadline, January 31st. If you aren’t going to make it, make sure to fill out an extension now (Form 8809)! For the rest of you, I keep seeing some of these common errors made in QuickBooks Online when it comes to 1099s. Here…

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Excel Tips to Make Viewing QuickBooks Reports Easier

Do you get annoyed with how reports show in Excel? That tiny print? Odd formatting? Well, here are some tips to make viewing QuickBooks Reports easier in Excel.

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Reconciliations in QuickBooks Online

Reconciliations are one of the most important tasks that bookkeepers can do to confirm that all of the transactions are in the accounting system (QuickBooks Online in this example). I talk about reconciliations a lot in my courses. Today, I wanted to share a portion of the QBO Month End Master Course where I speak…

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title image for a blog about virtual bookkeepers

What Is A Virtual Bookkeeper?

I recently posted a question in my Facebook group, Build Your Best QBO Practice, that inspired me to write this article about “What is a virtual bookkeeper?” What Does a Bookkeeper Do? It depends. Not the answer you were hoping for? Well, a good bookkeeper will ask you about your business and your pain points…

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Featured image for a blog about customizing the quickbooks online chart of accounts.

Customizing the QuickBooks Online Chart of Accounts

When starting a QuickBooks Online company, you are provided with a basic chart of accounts. It’s basic, but can get you started. But, if you start customizing the QuickBooks Online chart of accounts, amazing things can happen for your business. If you’re looking for a template, you can check out my chart of accounts template…

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Managing Restricted Grants in QuickBooks Online

QuickBooks Online is an effective and affordable tool for nonprofit organizations to manage restricted grants. Megan Genest Tarnow walks us through how to setup restricted grants in QuickBooks Online.

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QuickBooks Online Accountant Training Resources

QuickBooks Online Accountant Training

Let’s talk about all the QuickBooks Online accountant training resources out there, both free and paid training to help you become a QBO master.

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QuickBooks Cleanup Tip: Avoid Deleting Transactions

Today’s QuickBooks Online Cleanup Tip is simple, avoid deleting transactions – just stop it! But, you may be asking yourself, why? We’ve got the answer for you.

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Selecting An App For Your QuickBooks Integration

If you’re a QuickBooks ProAdvisor, accountant, bookkeeper or business owner and want more usability through Quickbooks integration, this article is for you.

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"How to Improve Your Invoicing Process" Text Overlay on image of financial document

How to Improve Your Invoicing Process

Invoicing is a big deal in business. This is how a business communicates what is owed and can get paid! Small businesses need money, right?! But, it can also end up being a big pain point for businesses and their owners. I’m here to help you figure out how to make your invoicing process a…

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Small Business Bootcamp: Bank Reconciliations

Bank reconciliations are super easy to do, and Halon Tax will show you how to perform a bank rec step by step.

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