QBO Tutorials

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Customizing QuickBooks Online for a Nonprofit

March 20, 2018

This article was written by Audrey Blackburn of Blackburn Consulting. I get asked all the time, “Can I use QuickBooks Online (QBO) for my nonprofit?” My answer is always, absolutely! I have been a fan of QuickBooks for years. My love of QuickBooks started with the desktop version many years ago. Then, Intuit developed QBO and…

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QBO for the Retailer

February 21, 2018

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…

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Creating a Budget in QuickBooks Online

November 14, 2016

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…

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Understanding Unapplied Cash Payment Income & Unapplied Cash Bill Payment Expenses

August 8, 2018

We’ve got the answers to why you have the Unapplied Cash Payment Income and Unapplied Cash Bill Payment Expense accounts on your QuickBooks Online report. Where did they come from? Why is QuickBooks Online making the transaction? How do I fix it?

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How To Print Checks in QuickBooks Online

January 10, 2017

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…

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How to Navigate the QuickBooks Online Dashboard

QuickBooks Online Dashboard for Accountants When you login to QuickBooks Online, you may be overwhelmed with the homepage or dashboard. There is some great information in the middle about how the business is operating, but I’m going to show you how to navigate through all the other parts of the QuickBooks Online dashboard. Having this…

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Exploring the QBOA Accountant Toolbox

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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Understanding Unapplied Cash Payment Income & Unapplied Cash Bill Payment Expenses

We’ve got the answers to why you have the Unapplied Cash Payment Income and Unapplied Cash Bill Payment Expense accounts on your QuickBooks Online report. Where did they come from? Why is QuickBooks Online making the transaction? How do I fix it?

Read More

QuickBooks Online Month End Close Process

Over the years, I created a process for my month end work utilizing QuickBooks Online, since I’m a 100% QBO shop. It has helped me streamline my procedures, which has made me more efficient.

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Customizing QuickBooks Online for a Nonprofit

This article was written by Audrey Blackburn of Blackburn Consulting. I get asked all the time, “Can I use QuickBooks Online (QBO) for my nonprofit?” My answer is always, absolutely! I have been a fan of QuickBooks for years. My love of QuickBooks started with the desktop version many years ago. Then, Intuit developed QBO and…

Read More
QuickBooks Online for Retailers

QBO for the Retailer

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
1099 Errors

Top 1099 Errors Made in QuickBooks

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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QuickBooks Online for Construction Companies

QuickBooks Online for Construction Companies

Can I Use QuickBooks Online for Construction Companies? If you are a construction company owner who has been told that QuickBooks Online won’t work for your construction company, you may want to take a second look. There are still quite a few accounting professionals who tend to think of QuickBooks Online in the same way…

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Cash Basis versus Accrual Basis Financials in QuickBooks Online

Cash Basis Versus Accrual Basis Financials in QuickBooks Online

Understanding your financial statements is key to managing the numbers in your business. In fact, it’s mandatory. One of the main things you need to understand is the difference between your cash basis financial statements and your accrual basis financial statements. You also need to understand what makes them different in your QuickBooks Online file.…

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How To Print Checks in QuickBooks Online

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