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Blog Archives

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...Read More

Get Paid Faster Using QuickBooks

Are your customers slow about paying their invoices? QuickBooks can help accelerate your receivables. Your company’s cash flow depends largely on how quickly your customers pay the invoices you’ve sent. And...Read More

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...Read More

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...Read More

Tracking Time in QuickBooks, Part 2

We last learned about getting QuickBooks ready for time-tracking by activating it in Preferences. We also created a record for a service item. In this post, we’ll actually use that...Read More

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,...Read More

Tracking Time in QuickBooks, Part 1

If your company sells services, you can track the time spent providing them in QuickBooks. When you sell a product to a customer, you know it. It goes away, and...Read More

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...Read More

Are You Using QuickBooks’ Reminders?

We can’t emphasize this enough: QuickBooks’ Reminders can prevent countless problems with your finances.

How do you know when it’s time to pay a bill or follow up on...Read More

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...Read More

Working with QuickBooks’ Vendor Records

QuickBooks never forgets. That’s one of the reasons you use it. You create a record or transaction, enter a note about a customer, or write a check, for...Read More

Are You Using QuickBooks Online’s Mobile App?

Even if you don’t travel for work (but especially if you do), you should explore what QuickBooks Online’s mobile app has to offer.

You already know how convenient it...Read More

Creating Customer Statements in QuickBooks

Invoices not being paid promptly? Customers questioning their payment history? Create statements. Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How...Read More

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...Read More

Using QuickBooks’ Income Tracker

QuickBooks provides numerous ways to learn about your company’s health. Income Tracker is one of the most effective. You can get an enormous amount of useful information from QuickBooks’ reports –...Read More

7 Best Practices for QuickBooks Online

Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions. “Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow...Read More

What Sales Orders Are and When to Use Them

They’re not as commonly used as invoices. But if you need them, they’re there. When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to...Read More

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....Read More

Working with Checks in QuickBooks

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of...Read More

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...Read More