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, […]
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 […]
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 […]
Getting Acquainted with QuickBooks Online (QBO)
Simple QBO Setup Interested in QBO but not absolutely certain you’re going to stick with it? Then, sign up with us and get a 30-day FREE trial-click here. If you have data in a desktop QuickBooks file, you can start the import process after you log in, however, we strongly recommend that you let us […]
QBO Custom Fields and Classes
Start from the Beginning with Custom Fields You can start working with custom fields and classes at any time. They’re most effective, though, when you build them in as you’re just starting to use QBO. Let’s look at custom fields first. When we refer to “fields,” we simply mean the rectangular boxes in records and […]