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Recording Simple Expenses in QuickBooks Online

Tracking even the little expenses is important. How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit cards? Pay online through your bank’s website? Keeping track of your outgoing funds can be challenging, since there are so many ways to complete [...]

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

Getting to Know QuickBooks Online Reports

They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions? What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. And all of your account balances. [...]

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

Need to Set Up Users in QuickBooks Online?

Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits. One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed copy that you’ll store on your hard drive. [...]

Your First Hour with QuickBooks Online

Whether you’re just launching a business or you’re going online with an existing company, take some time to get acquainted with QuickBooks Online. Your first hour with any web-based application is probably spent exploring and clicking buttons, links, and other navigation tools to get the lay of the land. QuickBooks Online should be no different. [...]

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

Using Custom Fields and Classes in QuickBooks Online

QBO’s tools are generic enough that myriad businesses can use it. But custom fields and classes help you shape it to meet your specific needs. Small business accounting is not a one-size-fits-all proposition. Your company is unique in that sense; you have your own customers and products, vendors and services. Your requirements for your accounting [...]

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

Use Recurring Transactions in QuickBooks Online

Save time and ensure that repeating transactions are processed as scheduled. You know how much time QuickBooks Online already saves you. Customer, vendor, and item records need never be entered again once they’re created for the first time. Pre-built forms use your recorded data to complete transactions quickly and accurately. Customizable report templates provide real-time [...]

January 9th, 2017|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Paying Bills in QuickBooks Online

In a previous column, we talked about setting up bills in QuickBooks Online. Now it’s time to pay them. We recently laid out the benefits of using QuickBooks Online for bill entry and payment. It’s faster than manual methods. It leaves an electronic record of your accounts payable. And it helps ensure that bills are [...]

December 16th, 2016|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

5 QuickBooks Online Add-On Apps You May Need in 2017

Not finding quite everything you need in QuickBooks Online? Here are some handy add-on apps available. QuickBooks Online may work for you just fine as is. After all, it was designed to meet the needs of the millions of small businesses that want to manage and track their income and expenses, create records and transactions, [...]

December 2nd, 2016|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Customizing QuickBooks Online Forms

Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online helps you create them. Your company’s “brand” can be composed of many things (and has many definitions), but it’s really about what pops into your customers’ minds when they think of you. Key components include your logo, your color scheme, [...]

October 1st, 2016|Entrepreneurs, Press Releases, Tips & Tricks QuickBooks Online|

Can’t Keep Up with Bills? QuickBooks Online Can Help

There are more pleasant accounting tasks than paying bills, but QuickBooks Online organizes and simplifies this critical chore. How does your company keep track of its bills now? If you’re like a lot of small businesses, you’re still dealing with a lot of paper. You may have a paper or electronic calendar where you enter [...]

September 1st, 2016|Entrepreneurs, Tips & Tricks QuickBooks Online|

Better Budgeting Using QuickBooks Online Plus

Everyone groans when budget time rolls around. QuickBooks Online Plus offers tools that simplify the process. Budget. The word evokes a sense of dread in most small business managers’ minds. Large corporations have entire teams of accountants that work on this critical element of financial planning. You, on the other hand, must go it alone [...]

August 1st, 2016|Entrepreneurs, Tips & Tricks QuickBooks Online|

Charging for Time in QuickBooks Online – Part 2

Last month, we talked about time-tracking setup, single-activity data entry, and user permissions. This month, we’re exploring additional time-and-billing steps. By now, you’ve set up QuickBooks Online for time tracking and entered your first timed activity. If you have employees who only need to get on the site to complete their timesheets, we showed you [...]

July 1st, 2016|Entrepreneurs, Tips & Tricks QuickBooks Online|

New! Expanded Vendor Center now standard in QBO!

If you haven't tried using the QuickBooks Online Expanded View for the Vendor Center from the QuickBooks Labs, you should know that users liked it so much, it is now part of the standard product. When you  first look at the new screen, it won't look a lot different to you, however, just select a [...]

June 27th, 2016|Tips & Tricks QuickBooks Online|

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 how many you have in inventory. But if you’re a service-based business, your income is derived from this invisible asset. Billable time needs to [...]

June 1st, 2016|Entrepreneurs, Tips & Tricks 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 your products and services? If you have a large inventory, this can be quite a time-consuming process. But we highly recommend that you build [...]