QBO employs a two-step process for bill payment. Once you’ve completed the first (setup), the hard part is done, and you can move on to fulfilling your financial obligations. Create a bill template and enter its details. You can even set up recurring bills. To review quickly from our previous post, we created a bill by […]
Creating Meaningful Reports in QuickBooks, Part 1
You’ve probably run at least some basic reports in QuickBooks to see who’s paying you late or whether you have unpaid bills. QuickBooks makes it easy to get those answers in only a few seconds. However, to get really meaningful, targeted views of your accounting information, you’ll want to shape your reports so that they […]
Customizing QBO Forms
Make a good impression on your customers by sending them well-designed sales forms–customizing QBO forms QBO comes with its own default sales form style; this is the layout and content that will automatically display when you start a new transaction. You can easily change this and have it apply to all transactions. Your logo is […]
What Are Payroll Items in QuickBooks?
If you plan to process your own payroll QuickBooks, you need to understand how payroll items work. It goes without saying that accuracy is critical here. You’re responsible for your employees’ livelihoods and for maintaining any benefits they’ll receive. Federal, state, and local taxing agencies will count on you to submit the proper payroll taxes […]
Keeping Up with Bills with QuickBooks Online
There are more pleasant accounting tasks than paying bills, but QuickBooks Online organizes and simplifies this critical chore of keeping up with bills. The Two-Step Process Before you can start paying bills, you have to enter them into QuickBooks Online (QBO). This will entail a bit of extra work the first time to set up […]