QBO Tutorials

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Job Costing in QuickBooks Online Using Transaction Pro Importer

November 8, 2017

Several years ago, I had a client where we needed to allocate payroll costs across all the jobs they worked on. They had an external time tracking system, so I created a template to just paste their information into a page on a spreadsheet and some other information. The result was a preformatted sheet to…

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QuickBooks Cleanup Tip: Avoid Deleting Transactions

April 12, 2019

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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Customizing QuickBooks Online for a Nonprofit

March 20, 2018

I get asked all the time, “Can I use QuickBooks Online for a nonprofit?” My answer is always, absolutely! You just need a little prep work and proper setup.

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Exploring the QBOA Accountant Toolbox

September 4, 2018

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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How to Match a Deposit to a Customer Payment

September 22, 2016

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…

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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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What is the best choice for mailing QuickBooks customer invoices?

As of June 30th, QuickBooks Billing Solutions no longer provides mailing services as an option for their users. The best choice for mailing QuickBooks customer documents is DocuSend powered by MTI. DocuSend is a web-based service for managing and distributing customer invoices and documents. It is simple, fast, easy to use and works seamlessly with…

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Customizing QuickBooks Online for a Nonprofit

I get asked all the time, “Can I use QuickBooks Online for a nonprofit?” My answer is always, absolutely! You just need a little prep work and proper setup.

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…

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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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I hate QuickBooks

I hate QuickBooks

I monitor tweets that include a mention of QuickBooks. Since it is the beginning of the year, I’ve noticed a TON of tweets about how much people hate QuickBooks. I want to reach out, but I’m not sure I can be of assistance. QBCares does an amazing job reaching out and trying to help users…

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Job Costing Template in QuickBooks Online Using Transaction Pro Importer

Job Costing in QuickBooks Online Using Transaction Pro Importer

Several years ago, I had a client where we needed to allocate payroll costs across all the jobs they worked on. They had an external time tracking system, so I created a template to just paste their information into a page on a spreadsheet and some other information. The result was a preformatted sheet to…

Read More
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…

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