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It’s 1099 season and there are a few more days until the deadline, January 31st. I keep seeing some of these common errors made in QuickBooks Online when it comes to 1099s. Here are some things to look out for: #1 Make sure your vendor is listed as a vendor I’ve seen several occasions where a…Read More
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…Read More
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…Read More
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. Before you get started with QuickBooks Online, it is important to note that you can NOT downgrade your subscription at…Read More
Cleanup projects don’t have to be overwhelming. And, these 5 tips to make cleanup projects easier will get you on the right path.
It’s 1099 season and there are a few more days until the deadline, January 31st. I keep seeing some of these common errors made in QuickBooks Online when it comes to 1099s. Here are some things to look out for: #1 Make sure your vendor is listed as a vendor I’ve seen several occasions where a…
Yes! The Quick Create button has moved in QuickBooks Online. You are NOT losing it. It has moved from the top-right to the left-hand navigation. Here’s a quick video to show you.
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.
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…
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…
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. The chart of accounts is the backbone of your business accounting setup. If your chart…
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.