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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 [...]

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 [...]