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.…
Tag: QuickBooks Setup
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…
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…
Customer Statements: The When, Why, and How
If your business relies on invoices to get paid, there may be times when you need to create and send statements. If you’re using QuickBooks Online, you can easily send…
Extend QuickBooks' Usefulness with Add-Ons
Do you think you’ve outgrown QuickBooks or feel like there’s something more you need it to do? If so, find an integrated add-on app that will work for you. There…
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…
Using Memorized Transactions in QuickBooks
Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions. QuickBooks makes it very easy to set up transactions for repetitive…
Why QuickBooks?
You know about QuickBooks but you’re still hesitating. Here’s why you should make the transition. How It Helps There’s never a good time to make the transition to new software.…
Customize QuickBooks' Forms to Polish Your Image
The invoices and other forms you send to customers and vendors should reflect your company’s image. Improving What Exists You can personalize your QuickBooks forms and make them consistent with…
Customizing QuickBooks Online (QBO)
You can start using QBO immediately; however, your tasks will be easier and faster, if you customize it for your company. Click on the small gear icon in the upper right corner.…
6 QuickBooks Reports You Need to Run in January
A Report Dashboard You may be using the Reports menu to access the pre-built frameworks that QuickBooks offers. Have you ever explored the Report Center, though? You can get there…
Are You Using QuickBooks' Reminders?
QuickBooks’ Reminders can prevent countless problems with your finances. Totally Customizable To start setting up Reminders, open the Edit menu and select Preferences. Click Reminders in the left vertical pane.…