Stay Informed With Our QBO Tutorials
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…Read More
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…Read More
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…Read More
It is super easy to print checks in QuickBooks Online. First, you’ll want to click the + sign in QuickBooks Online. With the new design layout introduced in early 2017, that can now be found on the top right of your screen. Under Vendors, you’ll see the link to “Print Checks”. The next screen will…Read More
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. If you’re looking for a template, you can check out my chart of accounts template…
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.
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.
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.
If you’re a QuickBooks ProAdvisor, accountant, bookkeeper or business owner and want more usability through Quickbooks integration, this article is for you.
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…