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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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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How to Keep Your QuickBooks Data Safe

You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Your QuickBooks company file contains some of the most sensitive information on your computer. You may have customers’ credit card numbers and employees’ Social Security numbers. An intruder who captured all that data could create tremendous problems for you […]

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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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Tracking Products and Services in QuickBooks Online, Part 2

Tracking Products and Services in QuickBooks Online, Part 2 Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online. Have you been able to create records for all of your products and services? If you have a large inventory, this can be quite a […]

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Are You Applying Finance Charges? Should You Be?

Are You Applying Finance Charges? Should You Be? Assessing finance charges is a complicated process. But if you have a lot of late payments coming in, you may want to consider it. There are many reasons why your customers send in payments past their due dates. Maybe they missed or misplaced your invoice, or they’re […]

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Using QBO’s Accounts Receivable Reports

Using QBO’s Accounts Receivable Reports With the holidays and year-end over, you can turn your attention to catching up with your customers. It would be nice if we could neatly wrap up every accounting month or quarter or year neatly, with all of our transactions completed. All current bills and invoices would be paid, physical […]

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Key Performance Indicators

Key Performance Indicators So what are Key Performance Indicators (KPI’s) and why do I need them? Basically, Key Performance Indicators are used to measure the performance of a strategic business goal.  It all starts with goals.  Where do you want your business to be next year or in 5 years?  Do you want to increase […]

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