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 invoice, you can get to the right screens in any of several ways. Click the + (plus) sign in the upper right corner. Under Customers, […]
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 keep your company file accurate. Tracking even the little expenses is important because so many of your expenses are tax-deductible, and you don’t want to […]
Getting to Know QuickBooks Online 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 QuickBooks Online (QBO) is easy. Customizing them is a bit harder, and analyzing them, depending on their complexity, can be more of a challenge–get to know QuicKBooks Online […]
Setting Up QBO Users
Unless you assign specific access rights to your users, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees, or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas. Learn about setting up QBO […]
Getting Acquainted with QuickBooks Online (QBO)
Simple QBO Setup Interested in QBO but not absolutely certain you’re going to stick with it? Then, sign up with us and get a 30-day FREE trial-click here. If you have data in a desktop QuickBooks file, you can start the import process after you log in, however, we strongly recommend that you let us […]