QBO Tutorials

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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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What Is A Virtual Bookkeeper?

August 5, 2019

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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Reconciliations in QuickBooks Online

September 5, 2019

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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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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Cash Basis Versus Accrual Basis Financials in QuickBooks Online

January 13, 2017

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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Efficient Accounting Workflows

Efficient Accounting Workflows

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…

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Importing a .qbo file

Importing a .qbo file into QuickBooks Online

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.

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Adding Time Entry Users to QuickBooks Online

Adding Time Entry Users in QuickBooks Online

Adding Time Entry Users in QuickBooks Online

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QuickBooks Online Intro to Online Banking

 

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