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The Life of an Estimate in QuickBooks Online

Estimates-or quotes, or bids-are useful tools when you’re pitching a sale of products or services. Here’s how QuickBooks Online handles them. Sales estimates are standard procedure in many professions. You wouldn’t authorize a car repair without one. Nor would you OK a remodeling job on your kitchen or a summer’s worth of yard landscaping without …

Working with Contractors in QuickBooks Online

It’s a gig economy. QuickBooks Online makes it easy to track and pay independent contractors. In days past we used to call it “moonlighting” – taking on a second, part-time job for extra money. And we saw how prevalent this became when millions of people had to resort to side gigs to keep afloat during …

How Do You Track Jobs in QuickBooks Desktop? Part 1

If your business divides some of its work into specific jobs and you’re not tracking them individually, you’re missing out on valuable insight! Job-costing is not just for contractors. That’s probably the most common understanding of this concept in QuickBooks, but you can also use the software’s jobs tools to track income and expenses for …

How Does QuickBooks Online Handle Mobile Expenses?

If you purchase several items and services away from the office, QuickBooks Online can help you record them while you’re out and about. QuickBooks Online’s mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example: Check …

Resolve to Do These 3 Things in QuickBooks Online This Month

By now, many New Year’s resolutions have already been made – and broken. Though they’re usually created with the best of intentions, they’re often just too ambitious to be realistic. For example, you might decide to learn more about QuickBooks Online and keep up with your accounting chores more conscientiously in 2019. That’s hard to …

Need to Create Estimates? How QuickBooks Can Help…

You don’t need to be a car repair shop or an HVAC technician to present prospects and customers with estimates. In fact, there may be many times when an unexpected estimate-or bid, or proposal-will land you a job you didn’t necessarily expect. Of course, the bottom line is the meat of your estimate, the price …

Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 2

Last QBO blog, we walked you through the mechanics of connecting to banks and credit card companies online and described the process of reviewing imported transactions, exploring concepts like: Categorizing them, and marking them as billable Adding them to an account register; matching them to related transactions; or transferring them to another account Using Batch actions to …

Paying Bills in QuickBooks: The Basics

You must first click Enter Bills on the home page (or open the Vendors menu and select Enter Bills), which opens a graphical representation of a bill. Select a Vendor from the drop-down list and complete the remaining fields in the top box. Make sure the Amount Due carries over to the lower part of the screen under either the Expenses or Items tab and that the rest of …

Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 1

QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to work with them. First Steps If you’re a new subscriber, you may not have established these critical links yet. It’s an easy process. Start by clicking the Banking link in the left vertical navigation pane. In the upper right corner, …

2019 QuickBooks – New Features and Improvements

Article Credit: Community.Intuit.com/Articles The easiest and most productive QuickBooks ever is now here! QuickBooks 2019 offers new features and improvements based on what you need to run your growing business. See what’s new in QuickBooks Desktop Pro/Premier 2019, QuickBooks Desktop Enterprise 19.0, and QuickBooks Desktop Payroll. QuickBooks Desktop Pro and Premier Inactive Item and Industry Reports In …