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Tracking Products and Services in QuickBooks Online, Part 1

Inventory management requires precision, constant attention, and smart decisions. Inventory is very “involved” and you have to make sure that everybody who is going to be involved with it has the “discipline and the patience” to follow thru with constant attention to detail. QuickBooks Online can help. If you started small with your business, keeping [...]

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

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 [...]

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

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 [...]

February 2nd, 2016|Entrepreneurs, Tips & Tricks QuickBooks Online|

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 [...]

January 4th, 2016|Entrepreneurs, Tips & Tricks QuickBooks Online|

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 [...]

December 4th, 2015|Entrepreneurs, Tips & Tricks QuickBooks Online|

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 it's not far behind anymore. No matter which version of QuickBooks you first used, there [...]

October 5th, 2015|Entrepreneurs, Tips & Tricks QuickBooks Online|

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 was so easy to make mistakes. QuickBooks Online can handle the mechanics for you. Its [...]

September 1st, 2015|Entrepreneurs, Tips & Tricks QuickBooks Online|

Managing Users in QuickBooks Online

A multi-user accounting application needs good tools for assigning access permissions. QuickBooks Online has it covered. You trust your employees, or you wouldn't have hired them. But you also have a grave responsibility to your customers and vendors: to keep their data safe, and to ensure that records and transactions remain accurate and unchanged throughout [...]

August 1st, 2015|Entrepreneurs, Tips & Tricks QuickBooks Online|

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 back to manual bookkeeping. Those file folders and paper forms and scribbles on notepads – [...]

July 1st, 2015|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks Online|

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 information at a place like a brokerage. In QuickBooks Online, "account" can mean the same [...]

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. While all of the work you do on the site needs to be thorough and [...]

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 forms simply tell your suppliers what items you want to buy from them. Not all [...]

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 have little or no accounting experience, and its user interface and navigation should be familiar [...]

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. that have exactly the same needs when it comes to financial management. Fortunately, QuickBooks Online [...]

February 1st, 2015|Entrepreneurs, Tips & Tricks QuickBooks Online|

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 solution providers have built sophisticated security systems for this critical information. But you’ve decided that [...]

January 1st, 2015|Entrepreneurs, Human Resources, Tips & Tricks QuickBooks Online|