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, […]
Blog
How to Keep Your QuickBooks Data Safe
You work hard to make sure your QuickBooks data is accurate. Make sure it’s safe, too. Internal Safeguards No business owner wants to believe that his or her employees could use their QuickBooks access to commit fraud. But it happens. Your company file contains credit card and checking account data that could be used for […]
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 […]
Receiving Customer Payments: Your Options
A Familiar Screen If you’re like many businesses, you send invoices to customers to let them know what they owe and when their payment is due. So one of the most commonly used ways to record payments is by using the Receive Payments window. To open it, click the Receive Payments icon on the home […]
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 […]