Working with Downloaded Transactions in QuickBooks Online

Working with Downloaded Transactions in QuickBooks Online Downloading transactions into QBO is the easy part. You still have work to do once they’re on board. Its ability to download financial transactions is one of the five best things about QuickBooks Online. Without it, you’d spend a lot of time on tedious data entry, verifying which […]

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Setting Up Sales Tax in QuickBooks Online

Setting Up Sales Tax in QuickBooks Online Sales tax is one of the more complicated concepts supported by QuickBooks Online. QuickBooks Online was designed for you, the small businessperson. You’ve probably discovered that many of its features are fairly easy to use from the start. But just because QuickBooks Online can do something doesn’t mean […]

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Are You Using QuickBooks Online’s Mobile App?

Are You Using QuickBooks Online’s Mobile App? Even if you don’t travel for work (but especially if you do), you should explore what QuickBooks Online’s mobile app has to offer. You already know how convenient it is to be able to access your company’s financial data from any desktop or laptop computer that has an […]

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7 Best Practices for QuickBooks Online

7 Best Practices for QuickBooks Online Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions. “Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one best practice might be to always […]

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Getting to Know QuickBooks Online Reports

They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions? What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. And all of your account balances. […]

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Setting Up Users in QuickBooks

Setting Up Users in QuickBooks If you plan to have multiple employees using QuickBooks, you can limit their access to specific areas. Controlling access to your QuickBooks company file is easy when you’re a one-person accounting department. You simply use one password to protect your data. But when you add new employees to the mix, […]

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Your First Hour with QuickBooks Online

Your First Hour with QuickBooks Online Whether you’re just launching a business or you’re going online with an existing company, take some time to get acquainted with QuickBooks Online. Your first hour with any web-based application is probably spent exploring and clicking buttons, links, and other navigation tools to get the lay of the land. […]

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Use Recurring Transactions in QuickBooks Online

Use Recurring Transactions in QuickBooks Online Save time and ensure that repeating transactions are processed as scheduled. You know how much time QuickBooks Online already saves you. Customer, vendor, and item records need never be entered again once they’re created for the first time. Pre-built forms use your record data to complete transactions quickly and […]

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5 QuickBooks Online Add-On Apps You May Need in 2017

5 QuickBooks Online Add-On Apps You May Need in 2017 Not finding quite everything you need in QuickBooks Online? Here are some handy add-on apps available. QuickBooks Online may work for you just fine as is. After all, it was designed to meet the needs of the millions of small businesses that want to manage […]

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Ringing Out 2016 in QuickBooks

Ringing Out 2016 in QuickBooks 2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection duties. You may have paid employees and submitted payroll taxes. […]

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