QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to download online banking/credit card transactions. First Steps If you’re a new subscriber, you may not have established these critical links yet. It’s an easy process. Start by clicking the Banking link in the left vertical navigation pane. In the upper […]
Customer Statements: The When, Why, and How
If your business relies on invoices to get paid, there may be times when you need to create and send statements. If you’re using QuickBooks Online, you can easily send a statement, a list of sales transactions, credits, and payments. There are three kinds of these: Balance Forward. This document emphasizes what’s currently owed by displaying […]
Not Using QuickBooks Online? What You’re Missing Out On
The first thing QuickBooks Online displays is what’s called its Dashboard. This is the site’s home page, which contains an array of charts and account balances that provide a quick overview of your finances. Click on an element here-say, a checking account balance-and you’ll be able to drill down and see the details behind it (in […]
5 QBO Reports You Should Review Weekly
There are numerous QuickBooks Online reports that you should be consulting at regular intervals. QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about your recent expenses, your sales, and the status of your invoices. It displays a simple Profit and […]
Don’t Have a Budget? QuickBooks Online Can Help
The hardest part of creating a budget is getting started. QuickBooks Online provides budgeting tools that can jump-start the process. Creating the Framework Before you begin, you’ll want to make sure that your fiscal year is set correctly in QuickBooks Online. Click the gear icon in the upper right, then click Your Company | Account and […]