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How Does QuickBooks Online Handle Mobile Expenses?

If you purchase several items and services away from the office, QuickBooks Online can help you record them while you’re out and about. QuickBooks Online’s mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example: Check [...]

February 18th, 2019|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Resolve to Do These 3 Things in QuickBooks Online This Month

‘Tis the season for making resolutions and setting goals. Try exploring these three areas to dig deeper into QuickBooks Online. By now, many New Year’s resolutions have already been made – and broken. Though they’re usually created with the best of intentions, they’re often just too ambitious to be realistic. For example, you might decide [...]

January 14th, 2019|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Getting Started with Accounts in QuickBooks Online, Part 2

We covered a lot of ground last month, but there are still some things to know about working with transactions you import from your banks. Last month, we went over the basics of managing financial transactions once you’ve downloaded them into QuickBooks Online. We walked you through the mechanics of connecting to banks and credit [...]

December 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Getting Started with Accounts in QuickBooks Online, Part 1

QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to work with them. The ability to import transactions from financial institutions into QuickBooks Online is definitely one of the best things about the site. You may have even signed up for that very reason. By now, you’ve probably [...]

November 2nd, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Customer Statements: When, Why, and How

If your business relies on invoices to get paid, there may be times when you need to create and send statements. You enter into an informal contract with a customer when you send an invoice. You expect that you will receive payment in a timely fashion for goods or services you’ve sold. That probably works [...]

October 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

5 QuickBooks Online Reports You Should Run Regularly

There are numerous QuickBooks Online reports that you should be consulting at regular intervals. But you need these five at least every week. QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about your recent expenses, your sales, and the [...]

July 7th, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Using Product and Service Records in QuickBooks Online

Last month, we created product and service records in QuickBooks Online. This month, we’ll explore how they’re used on the site. If you ever did your accounting manually, you probably remember how tired you got of writing or typing the same things over and over. You may have had your customers’ addresses practically memorized, and [...]

May 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Creating Product and Service Records in QuickBooks Online

QuickBooks Online is good at managing and tracking inventory – as long as you’ve created thorough records. When you first started your business, you might have been able to keep track of your merchandise by counting manually. But as you and your product list grew, this became impractical. You might have recorded it all in [...]

April 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Getting Ready for Payroll in QuickBooks Online

Taking on your company’s payroll with QuickBooks Online? Knowing what you’re up against ahead of time will make your setup tasks much easier. Payroll is probably the most complex element of small business accounting. Not only are you directly responsible to your employees, but you also have to make sure you’re handling everything related to [...]

March 1st, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Customize QuickBooks Online Using Settings

You can start using QuickBooks Online the first time you sign in. However, your tasks will be easier and faster, if you customize it for your company. QuickBooks Online was designed to be used by a variety of business types; that’s one reason why it’s such a popular small business accounting website. It was built [...]

February 2nd, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Using QuickBooks Online’s Customer Records

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help. If you’ve been in business long enough to remember tracking your customers manually, you probably remember what a nightmare it was. Maybe you had a card file and paper folders – and lots of sticky notes and [...]

January 22nd, 2018|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Working with Downloaded Transactions in QuickBooks Online

Downloading transactions into QBO is the easy part. You still have work to do once they’re on board. Its ability to download financial transactions is one of the five best things about QuickBooks Online. Without it, you’d spend a lot of time on tedious data entry, verifying which checks and deposits had cleared and entering [...]

December 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Setting Up Sales Tax in QuickBooks Online

Sales tax is one of the more complicated concepts supported by QuickBooks Online. QuickBooks Online was designed for you, the small businessperson. You’ve probably discovered that many of its features are fairly easy to use from the start. But just because QuickBooks Online can do something doesn’t mean you should attempt it on your own. [...]

November 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

What Is a Vendor Credit, and How Do You Record One?

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online. When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay [...]

September 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Receiving Payments in QuickBooks Online

It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more digging through piles of forms and hand-stamping PAID on your customer bills and [...]

July 1st, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|