Category Archives: QuickBooks Online

How to Use QuickBooks Online to Prepare Bank Reconciliations

A client recently asked me why his bank reconciliation needed to be prepared, and we went over how important it is to make sure all income and all expenses were accurately reflected in his accounting records.  He was certain that … Continue reading

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Charging for Time in QuickBooks Online Plus

Charging for Time in QuickBooks Online Plus, Part 1 You could be losing revenue if you’re not tracking billable time carefully. QuickBooks Online Plus can help. You can’t see time. Nor can you look at hours and minutes to see … Continue reading

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Tracking Products and Services in QuickBooks Online

Tracking Products and Services in QuickBooks Online, Part 2 Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online. Have you been able to create records for all of … Continue reading

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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 … Continue reading

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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 … Continue reading

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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 … Continue reading

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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 … Continue reading

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Working with Employee Records in QuickBooks Online

Payroll requires countless details about each employee. QuickBooks Online will walk you through the process of entering them. If you’ve only been on the receiving end of a paycheck, you may not know just how much prep work went into … Continue reading

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Introducing the New QuickBooks Online for PC App

Like QuickBooks Online but miss some of the desktop version’s features? You can have both now. QuickBooks Online has grown tremendously since its introduction more than a decade ago. It’s not quite as mature as the top-of-the-line desktop versions, but … Continue reading

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QuickBooks Online’s Sales Tax Tools: The Basics

Are you paying the correct amount of sales tax to the proper agencies? QuickBooks Online can help. It’s hard to imagine that small businesses used to have to manage sales tax manually. It was quite a time-intensive process, and it … Continue reading

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Creating Reports in QuickBooks Online

Reports are the payoff for all of your hard work entering records and transactions. They can help you make better business decisions. Now that you’ve been using QuickBooks Online for your company’s accounting, it’s probably unimaginable to think about going … Continue reading

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Working With Your Accounts in QuickBooks Online

“Account” can mean more than one thing in QuickBooks Online. Here’s a look at its multiple concepts. Until you started doing your company’s accounting, the word “account” probably meant a checking or savings account at a bank or your identifying … Continue reading

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Getting Ready for Payroll in QuickBooks Online

If you’re planning to do your own payroll in QuickBooks Online, you’ll need lots of setup time – and perhaps our assistance. Payroll setup and processing is probably the most complex, challenging set of tasks you’ll encounter in QuickBooks Online. … Continue reading

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Using Purchase Orders in QuickBooks Online

QuickBooks Online Plus offers the ability to create purchase orders. But they require knowledge that may be foreign to you. If your business purchases products from vendors that you then sell, you may have occasion to use purchase orders. These … Continue reading

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New to QuickBooks Online? Take a Tour Around the Home Page

Switching from QuickBooks desktop or starting fresh with QuickBooks Online? Here’s a quick overview of its home page.  Whether or not you’ve ever used accounting software, we think you’ll like using QuickBooks Online. It was designed for small businesses who … Continue reading

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Stretching QuickBooks Online: What You Can Do With Apps

QuickBooks Online has worked well for countless businesses as is. But if you need more than it offers in some areas, there’s likely to be an app for that. You’d be hard-pressed to find two small businesses in the U.S. … Continue reading

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Did You Resolve to Start Using QuickBooks Online in 2015?

Here’s an overview of the home page and what you can access from there. Many companies have been hesitant to trust their financial data – and that of their customers and vendors – to the internet, despite the fact that … Continue reading

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Using the Vendor Center in QuickBooks Online

To whom do you owe money to, how much, and when? The QuickBooks Online Vendor Center answers these questions quickly. Whoever handles Accounts Payable for your company has an unenviable job. While the Accounts Receivable person gets to send invoices … Continue reading

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Q&A: Understanding Your QuickBooks Online Accounts

The word “account” can mean more than one thing in QuickBooks Online. Before you started doing accounting tasks for your small business, the word “account” simply referred to your accounts at a financial institution – checking, savings, credit cards, etc. … Continue reading

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Catching Up with Your Contractors Before 1099 Time

In a little over a month, it will be 2015 and time for year-end accounting chores.   One of those chores is getting your 1099s out, and now is a good time to tie up loose ends so the year-end process … Continue reading

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Sales Transactions in QuickBooks Online: An Overview

Your first transaction in QuickBooks Online was probably an invoice. But there are many others that you’ll want to know how to use. You probably process more invoices than any other kind of sales transaction in QuickBooks Online. And it’s … Continue reading

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Managing Users in QuickBooks Online

Unless you’re the sole user of QuickBooks Online in your company, you’ll need to know how to set up different access levels. “Anytime, anywhere access” is one of the buzz-phrases people use when they describe the benefits of cloud computing. … Continue reading

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Accelerate Receivables Using QuickBooks Online

Keeping a positive cash flow is always a struggle for many businesses. Here’s how you can get customers to pay faster. In a perfect world, customers would receive their invoices from you and remit them immediately. You may have a … Continue reading

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Make a Statement in QuickBooks Online

You’re not required to use statements in QuickBooks, but they help bring unpaid amounts to the attention of your customers. Collecting outstanding payments is probably one of your least favorite tasks as an accounting manager. QuickBooks Online helps you keep … Continue reading

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QuickBooks Online Goes on the Road

If you do business outside of your office walls, you need remote access to QuickBooks Online. You can have it. One of QuickBooks Online’s most compelling benefits is its portability. While its desktop counterparts remain chained to your desktop PC … Continue reading

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Receiving Payments in QuickBooks Online

It’s probably your favorite activity in QuickBooks Online: recording payments from customers. Here are the options. QuickBooks Online was designed to make your workflow fast, intuitive and easy. This is especially true of the interface upgrade that some of you … Continue reading

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Critical Company Settings in QuickBooks Online Plus: Part 2

We’ll finish what we started last month: a walk through some of your most important Company Settings in QuickBooks Online Plus. As we said last month, QuickBooks Online is designed to work for a tremendously wide variety of business types. … Continue reading

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Is Your Business Using the Right Accounting System?

Have you ever tried on a shirt or jeans and found they didn’t fit at all?  They looked great on the hangar, but that was the end of it.  Accounting systems come in all sizes, shapes, and colors just like … Continue reading

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Paying Bills in QuickBooks Online: 2 Steps

If you’re used to opening an envelope, writing a check and mailing your payment, you’ll find bill-paying easier and faster in QuickBooks Online. If you’re paying bills manually, this is probably one of your least favorite accounting chores. First, you … Continue reading

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Creating Estimates in QuickBooks Online

Once you’ve entered customers and items in QuickBooks Online, you’re ready to start creating estimates. In a previous column, we showed you how you could get up and running with QuickBooks Online and create your first invoice within an hour. … Continue reading

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QuickBooks Online Takes on a Whole New Look

Revamp of interface improves usability, while new open platform streamlines integration with related solutions. Since it was launched over a decade ago, QuickBooks Online has been easy to use. It’s been quicker and “lighter” than the desktop versions, thanks to … Continue reading

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Receiving Inventory With or Without Bills in QuickBooks

When your goods come rolling in, be sure to document them correctly. You’re probably happy to see couriers delivering inventory items you’ve ordered since it means you can ship to customers, but recording the new stock means yet another repetitive … Continue reading

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QuickBooks Online: Getting Around

So you finally made the decision to go mobile, and you’ve just spent some time getting acquainted with QuickBooks Online. Moving to the cloud will obviously change the way you work – for the better – and give you new … Continue reading

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