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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…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
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
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
Efficient Accounting Workflows is one of the topics that is near and dear to my heart. I feel like accounting should be an efficient part of every business and should be doing more good for your business than bad. So, we decided to have this as a topic for a recent #QBOchat. If you’d like…
Importing a .qbo File in 60 seconds Having issues downloaded your transactions from your bank. You can also use this work-around by importing a .qbo file from your bank into QuickBooks Online.