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…
Tag: QBO Accounts
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…
Not Using QuickBooks Online? What You're Missing Out On
The first thing QuickBooks Online displays is what’s called its Dashboard. This is the site’s home page, which contains an array of charts and account balances that provide a quick overview…
5 QBO Reports You Should Review Weekly
There are numerous QuickBooks Online reports that you should be consulting at regular intervals. QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of…
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. Creating the Framework Before you begin, you’ll want to make sure…
Using Product and Service Records in QuickBooks Online
Picking Products Much of your accounting work probably consists of filling out forms. Whenever you create one of these invoices or sales receipts or purchase orders, you already know that…
Downloading Financial Transactions in QuickBooks Online (QBO)
Setting Up the Connection Haven’t connected your financial institution to QuickBooks Online yet? It’s easy. Click the Banking link in the toolbar, then Add Account in the upper right. The Find your bank window opens. Start…
Setting Up Sales Tax in QuickBooks Online
Setting Up Sales Tax Below is the process of setting up sales tax rates so you can see how it will work. Click the Taxes link in the toolbar. The…
QuickBooks Online's Mobile App
If you haven’t yet tried out the site’s companion mobile app, you might be surprised at how much you can actually accomplish on your smartphone. Take a look at the…
What Is a Vendor Credit, and How Do You Record One?
When you need to enter a Vendor Credit in QBO, which you can apply the next time you buy something from that supplier, usually, the process is pretty straightforward. Simple Steps Let’s…
CPA Crystal McClaflin Joins SBS
Certified Public Accountant (CPA) Joins SBS– Small Business Solutions (SBS) LLC is proud to announce that Crystal McClaflin, CPA, has become part of our team. Crystal is a licensed CPA…
Receiving Payments in QuickBooks Online (QBO)
It’s one of our favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Receive payment on an invoice When payment comes in on an…