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Using the Vendor Center in QuickBooks Online

To whom do you owe money to, how much, and when? The QuickBooks Online Vendor Center answers these questions quickly. Whoever handles Accounts Payable for your company has an unenviable job. While the Accounts Receivable person gets to send invoices and happily record payments, the A/P employee has to make sure that: Complete records exist [...]

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 [...]

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 [...]

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|

Accelerate Receivables Using QuickBooks Online

Keeping a positive cash flow is always a struggle for many businesses. Here’s how you can get customers to pay faster. In a perfect world, customers would receive their invoices from you and remit them immediately. You may have a diligent few who operate that way, but probably most everyone you do business with delays [...]

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. [...]

QuickBooks Online Keyboard Shortcuts

For Quickbooks Online, the keyboard shortcuts can be access by pressing Control + Alt + / on windows computers or Control + Options + ? on Macs.

QuickBooks Online Goes on the Road

If you do business outside of your office walls, you need remote access to QuickBooks Online. You can have it. One of QuickBooks Online’s most compelling benefits is its portability. While its desktop counterparts remain chained to your desktop PC or notebook (with limited remote capabilities), many of the features found in browser-based QuickBooks Online [...]

Receiving Payments in QuickBooks Online

It’s probably your favorite activity in QuickBooks Online: recording payments from customers. Here are the options. QuickBooks Online was designed to make your workflow fast, intuitive and easy. This is especially true of the interface upgrade that some of you are seeing now (Intuit is rolling out this new look in stages; screen shots displayed [...]

Critical Company Settings in QuickBooks Online Plus: Part 2

We’ll finish what we started last month: a walk through some of your most important Company Settings in QuickBooks Online Plus. As we said last month, QuickBooks Online is designed to work for a tremendously wide variety of business types. Each, of course, has its own workflow and functionality needs. So the site comes with [...]

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 [...]

Indispensable Information: QuickBooks Online Reports

The smartest business decisions result from customizing and creating frequent reports in QuickBooks Online. Day after day, you build your company file in QuickBooks Online. You create invoices and purchase orders. Record payments and complete contact and item records. Process payroll and submit payroll taxes. Receive inventory and pay bills and nurture relationships with customers [...]

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 [...]

Paying Bills in QuickBooks Online: 2 Steps

If you’re used to opening an envelope, writing a check and mailing your payment, you’ll find bill-paying easier and faster in QuickBooks Online. If you’re paying bills manually, this is probably one of your least favorite accounting chores. First, you know that you’re sending money away. And second, the process is tedious. Further, how do [...]

Month End and Year End Checklists

Part One: Closing Your Books at Month-End If you ordinarily perform month-end closing activities you may have already completed the following tasks. Otherwise, please review this list before moving on to “Part Two: Closing Your Books at Year-End.” Adjustments _        Automatic payments (bank drafts and adjustments) _        Transactions not yet entered:  invoices, bills, sales commissions and [...]