Using QuickBooks Online's Customer Records

Your customers are your company’s lifeblood. Are you managing those relationships carefully?  Keeping Thorough Records The core of any good customer-tracking system is a comprehensive set of individual profiles. QuickBooks…

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…