QuickBooks Online Features

Contemplating a Conversion to QuickBooks Online QuickBooks is America’s most popular small business accounting software.  Millions of businesses use either QuickBooks Desktop (install the program on your computer) or QuickBooks Online (log in from a browser).  In recent years, QuickBooks Online has become the favorite for new businesses.  With its anywhere-access and automatically-updated features, even existing businesses using QuickBooks Desktop […]

QuickBooks Tip: Working the Bank Feed Automation is one of the pillars of our firm’s core focus. QuickBooks’ Banking screen delivers on AI with its quest for zero data entry. When you connect QuickBooks to your bank and credit card accounts, your data is imported so you don’t have to type it. Then you can use QuickBooks’ bank rules to

QuickBooks Tip: Receipt Capture It is important to keep supporting documentation on the use of a company’s funds, whether funds are spent via cash, company check, wire, ACH or company credit card.  Many businesses use a company credit card for making purchases because of the ease of making payment. Recording the purchase activity on credit cards

QBO Attachments QuickBooks Online’s Attachments functionality supports a paperless workflow for those of us speeding into the future with our web-based business processes. You can upload documents to the Attachments list in QBO. From there you can create a new Invoice or Expense and the document will automatically attach to this new transaction. Or you

QuickBooks Online Tips & Tricks We work in QuickBooks Online and in other cloud-based apps all day long.  There are a number of shortcuts and tricks that make our work easier.  Here are our favorites: 1.  Work in more than one browser tab at a time. If you’re working in QBO, then you are working

What is QBO Banking? Is your QBO home page’s Bank Accounts section telling you that you have transactions that need your attention?  Do you know how to use QBO’s Banking screen?  What does “match” mean? Financial transactions (such as invoices, sales receipts, checks, bills, bill payments, transfers, and journal entries) are posted to the general

Get Paid Faster! QuickBooks Payments is Intuit’s service for processing customer payments in QuickBooks Online.  This add-on service was previously know as QuickBooks Merchant Services, Intuit Payment Solutions or Intuit Payment Network.  It is now called QuickBooks Payments.  QB Payments allows businesses to accept both credit card and bank draft (ACH) payments from customers. QuickBooks

What you’ll love about QuickBooks Online QuickBooks® Online (QBO) is an integral part of our firm’s all-cloud workflow. Whether engaged as our clients’ entire accounting department, outsourced controller or cloud consultant, QBO is our tool-of-choice for the general ledger. Regardless of physical location or operating system, QBO provides easy collaboration for all users. The latest QBO update