You can specify which features of QuickBooks can be accessed by employees who work with your accounting data by setting up user permissions. Each employee receives a unique username and password that unlocks only the areas he or she should be visiting. Here’s how you as the Administrator can define these roles. Open the Company […]
QuickBooks Online (QBO) Sales Tax Tools: The Basics
Are you paying the correct amount of sales tax to the proper agencies? QuickBooks Online can handle the mechanics for you. Its sales tax tools are quite simple; they help set up both single and combined (up to five) rates. Then when you create invoices and other sales forms, you can select the appropriate rate(s). […]
Accelerating Customer Payments using QuickBooks
You’re meeting your sales goals. Keeping inventory balanced. Making sure that every billable hour gets invoiced. Taking advantage of vendor discounts. Basically, doing everything in your power to keep cash flow humming, but you can’t control how quickly your customers pay you. Below are Three QuickBooks Tools to: Make it easier for customers to remit […]
QuickBooks Online: QBO Accounts
The term “account” in QuickBooks Online (QBO) can have many meanings: checking account, savings account, Chart of Accounts, payment/merchant services account, a customer or vendor account and more. Most likely you’ll work with all of these while working with QuickBooks Online (QBO), except perhaps one: the Chart of Accounts. Even though the site allows you […]
Stretching QuickBooks Online (QBO): What You Can Do With Apps
QuickBooks Online (QBO) has worked well for countless businesses, but if you need more than it offers in some areas, there’s likely to be an app for that. fast money investments You’d be hard-pressed to find two small businesses in the U.S. that have exactly the same needs when it comes to financial management. Fortunately, […]