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…

Recording Simple Expenses in QuickBooks Online (QBO)

Keeping track of your outgoing funds can be challenging, since there are so many ways to complete those transactions. It’s important that all expenses are recorded correctly and consistently, to…

Getting to Know QuickBooks Online (QBO) Reports

Reports are one of the rewards you get for your conscientious accounting work Are you using them to make better business decisions? Critical Overviews Creating reports in QBO is easy.…

Establishing Preferences in QuickBooks

To start customizing QuickBooks so it works best for you, open the Edit menu and choose Preferences. As you can see, the left vertical pane contains a list of Preference types. Click on any of…