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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. QuickBooks Online lets you access these same kinds of accounts via the internet and download [...]

Depositing Payments in QuickBooks: The Basics

Creating bank deposits manually can be a huge chore. QuickBooks simplifies this task. Satisfying though it may be to enter all of those customer payments manually on a paper deposit slip, it can also be tedious and time-consuming. The more successful in business you are, the more time and care it takes. Whether you accept [...]

November 1st, 2014|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks|

Breaking News: Mandatory Paid Sick Leave Signed Into Law For California

Today, California became the second state in the nation to provide paid sick leave. This morning, Governor Edmund G. Brown signed the Healthy Workplaces, Healthy Families Act of 2014 (AB 1522). The effective date for employers to begin providing the paid sick leave benefit is July 1, 2015. There are many nuances to this particular piece of legislation, [...]

October 10th, 2014|Entrepreneurs, Human Resources|

Billing for Time in QuickBooks: An Overview

If you sell your employees’ time and skills, you can use QuickBooks to record those hours and bill your customers for them. If your small business sells products, you know how precisely you must track your starting stock numbers, ongoing inventory levels, and your reorder points. QuickBooks provides tools to help with this process, but [...]

October 1st, 2014|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks|

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 usually with a great deal of satisfaction that you create these forms, since it means [...]

Customize QuickBooks’ Reports, Make Better Business Decisions

QuickBooks simplifies and speeds up your daily accounting work, but you’re missing out on valuable insight if you don’t tailor your report data. Do you remember why you started using QuickBooks? You may have simply wanted to produce sales forms and record payments electronically. Gradually, you expanded your use of the software, perhaps paying and [...]

September 1st, 2014|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks|

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. It’s probably one of the most compelling reasons why businesses subscribe to QBO. That, and [...]

September 1st, 2014|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks Online|

A Tour through QuickBooks’ Payroll Setup Tool

Getting QuickBooks ready to process payroll is a complex, time-consuming process. Here’s what you can expect. Payday. You look forward to it when you’re young and working at your first part-time job. But as a grown-up who needs to start processing payroll for your employees, you probably anticipate it in a different way, perhaps even [...]

August 1st, 2014|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks|


BEFORE you run process your first payroll after today, July 1st, you should be double checking that you are in compliance with the new Minimum Wage law! Although there are some exceptions, almost all employees in California must be paid the minimum wage as required by state law. Effective July 1, 2014, the minimum wage [...]

July 1st, 2014|Entrepreneurs, Human Resources, Press Releases, Tax Alerts|

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 track of these debts in many ways, like through the Income Tracker and Collections Report. [...]

Effective July 1, 2014 – California

Here are a couple of new laws that take effect on July 1st! Paid Family Leave: The Paid Family Leave Program (PFL) now covers time off to care for a parent, parent-in-law, sibling, grandparent, or grandchild who is seriously ill. New Salary requirements for Overtime Exemption: Administrative, Executive and Professional employees who make the minimum [...]

June 18th, 2014|Entrepreneurs, Human Resources|

Summer Hiring Rules for 2014

Federal rules and regulations (and California differences) If the parent owns 100%: sole proprietorship's and partnerships, the following applies to hiring the owner's children: Owner’s children can work any number of hours, regardless of their age. Children under 16 cannot work near flammable or hazardous materials, do hazardous work (mow lawns, work sewing machines), or [...]

June 13th, 2014|Entrepreneurs, Human Resources, Tax Alerts|

8 QuickBooks Reports That You Should Be Running Regularly

QuickBooks provides dozens of customizable report templates. You know when you need some of them, but which are musts? You send invoices because you sold products and/or services. Purchase orders go out when you’re running low on inventory, and there are always bills to pay, it seems like. All of this activity is, of course, [...]

June 1st, 2014|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks|

Adding the new carryover option to your health FSA plan

Last October, the Treasury modified the long-standing “use-it-or-lose-it” rule for health flexible spending arrangements (FSAs). Previously, entire unused amounts in a participant’s health FSA account for the plan year were lost if not spent by the end of the plan year. An exception, however, were employers who adopted the 2.5-month grace period, which allows plan [...]

April 24th, 2014|Entrepreneurs, Human Resources|

Critical Company Settings in QuickBooks Online Plus: Part 1

If you’ve started using QuickBooks Online Plus and think something is missing, check your Company Settings. New users should do this first. QuickBooks solutions are built to appeal to a wide variety of small businesses. But they’re also very customizable, which means that you can turn features on and off, specify default settings, change the [...]