QBO Tutorials

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Importing a .qbo file into QuickBooks Online

January 8, 2015

Importing a .qbo File in 60 seconds Having issues downloaded your transactions from your bank. You can also use this workaround by importing a .qbo file from your bank into QuickBooks Online.

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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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Customizing the QuickBooks Online Chart of Accounts

July 30, 2019

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…

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Excel Tips to Make Viewing QuickBooks Reports Easier

September 26, 2019

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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QuickBooks’ Create Button Has Moved

December 3, 2019

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. 

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How to Customize Invoices in QuickBooks Online

[fsn_row][fsn_column width=”12″][fsn_text] It may seem overwhelming to figure out the best way to customize your invoices in QuickBooks Online. But, once you get a basic understanding of what is available and where you make the changes, then you should be good to go. Where to Go to Customize Your Invoices in QuickBooks Online First, you…

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5 Tips to Make Cleanup Projects Easier

Cleanup projects don’t have to be overwhelming. And, these 5 tips to make cleanup projects easier will get you on the right path.

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Top 1099 Errors Made in QuickBooks

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…

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QuickBooks’ Create Button Has Moved

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. 

Read More

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. The chart of accounts is the backbone of your business accounting setup. If your chart…

Read More

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.

Read More
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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