QBO Tutorials

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Converting from Xero to QuickBooks Online

September 1, 2016

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…

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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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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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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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Selecting An App For Your QuickBooks Integration

April 5, 2019

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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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. 

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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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