Setting Up Settings in QuickBooks Online

You’ll be visiting QuickBooks Online’s Settings screen regularly, so it’s good to know what’s there. You can get into a rental car and just start driving to your destination. But you soon realize that you need to know where the temperature controls and the radio tuner are. If it starts raining, you must know where… Read more »

Why You Should Use QuickBooks’ Snapshots

QuickBooks provides multiple ways to get information about your customers, their payments, and your company itself. The software’s Snapshots provide quick, thorough overviews.   What do you do when you need to get information in QuickBooks about customers or about payments they’ve made in QuickBooks? You have several options. You could, for example: Create a… Read more »

What You Should Know About the QBO Mobile App

QuickBooks Online’s mobile app lacks some features found in the browser-based version, but it provides mobile access to tools you may want on the road. First, it’s free (except for your mobile data plan costs). Second, it’s good. And QuickBooks Online’s mobile app offers more functionality than you might expect. Available for iOS and Android… Read more »

What QuickBooks’ Calendar Can Do for You

Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions. These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Maybe a smartphone app to track to-do’s on the road, and a… Read more »

What QuickBooks’ Calendar Can Do for You

Yet another calendar? Yes. It’s a good idea to use QuickBooks’ calendar to stay on top of your financial transactions.   These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Maybe a smartphone app to track to-do’s on the road, and… Read more »

Using QBO’s Accounts Receivable Reports

With the holidays and year-end over, you can turn your attention to catching up with your customers. It would be nice if we could neatly wrap up every accounting month or quarter or year neatly, with all of our transactions completed. All current bills and invoices would be paid, physical inventory counts would match the… Read more »

How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself. You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments. Most small businesses are a long way from… Read more »

How to Add Documents in QuickBooks

Accounting is about more than just numbers. QuickBooks lets you make documents available from within the program itself.   You could call QuickBooks a “green” computer program. It can conserve reams of paper by storing customer and vendor records, for example, emailing transaction forms, and accepting online payments.   Most small businesses are a long… Read more »

An Introduction to the QuickBooks Online Customer Page

Your customers are the heartbeat of your business. QuickBooks Online helps you keep them happy. Do you remember how you used to keep track of information about your customers before you started using a computer for your accounting? A file folder containing paper transaction forms and other communications? A card in your Rolodex? A list… Read more »

Get Ready for 2016: QuickBooks Can Help

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, better ways of using our work and leisure time. We reflect on what we accomplished… Read more »