Customer Statements: When, Why, and How
If your business relies on invoices to get paid, there may be times when you need to create and send statements.
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- Sep 18, 2018
- 3 min
Not Using QuickBooks Online? What You're Missing Out On
If you dread every minute of the time you spend on accounting, you should know how QuickBooks Online can change your outlook.
- Aug 20, 2018
- 3 min
How QuickBooks Online Can Improve Your Company's Financial Health
QuickBooks Online is more than just an online bookkeeper.
- Jul 10, 2018
- 3 min
5 QuickBooks Online Reports You Should Run Regularly
There are numerous QuickBooks Online reports that you should be consulting at regular intervals.
- Jun 13, 2018
- 3 min
Don't Have a Budget? QuickBooks Online Can Help
The hardest part of creating a budget is getting started. QuickBooks Online provides tools that can jump-start the process.
- May 8, 2018
- 2 min
Using Product and Service Records in QuickBooks Online
Last month, we created product and service records in QuickBooks Online. This month, we’ll explore how they’re used on the site.
- Apr 17, 2018
- 3 min
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.
- Mar 9, 2018
- 3 min
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 small business accounting. Not only are you directly responsible to your employees, but you also have to make sure you’re handling everything related to benefits and payroll taxes correctly. Whether you’re switching from a manual system to QuickBooks Online, or you’ve just hired your first
- Feb 15, 2018
- 3 min
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 to be used by a variety of business types; that’s one reason why it’s such a popular small business accounting website. It was built to be versatile. That is, whether you sell hard drives or you service HVAC systems, you can customize it to “fit’ your company. This is why your first order of busin
- Feb 8, 2018
- 3 min
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.
- Dec 26, 2017
- 3 min
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.
- Nov 2, 2017
- 3 min
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 fairly easy to use from the start. But just because QuickBooks Online can do something doesn’t mean you should attempt it on your own. Sales tax is one of those things. Depending on your geographical location, you may have to charge not only state sales tax, but also county
- Oct 23, 2017
- 3 min
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.
- Jul 18, 2017
- 3 min
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?
- Jun 6, 2017
- 3 min
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?
- May 26, 2017
- 3 min
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.
- Apr 18, 2017
- 3 min
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.
- Mar 21, 2017
- 3 min
Customizing QuickBooks Online Forms
Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online helps you create them.
- Mar 7, 2017
- 3 min
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
- Aug 4, 2016
- 4 min
Better Budgeting Using QuickBooks Online Plus
Everyone groans when budget time rolls around. QuickBooks Online Plus offers tools that simplify the process.