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 […]
Are You Memorizing Transactions? Should You Be?
You know that QuickBooks saves a lot of time, so learning how memorizing transactions can save you more? Making Copies To memorize a transaction, you first need to create a model for it. Let’s say you have a monthly bill for $450 that’s paid to Bruce’s Office Machines. You’d click Enter Bills on the home […]
Setting Up QBO Users
Unless you assign specific access rights to your users, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees, or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas. Learn about setting up QBO […]