How to link PayPal to QuickBooks Online (Part 1)
Joe was experiencing a major problem in QuickBooks Online. He was using PayPal to make online payments to his vendors. However, he didn’t know to link his PayPal account with
How to Use Customer Notes to Track Important Information in QBO
Several years ago, I worked at a company where I was in charge of the accounting department. The CEO told me that they were experiencing problems with collecting past due
How to clean up Undeposited Funds in QuickBooks Online
Eric is busy these days. He’s running a business and does his best to keep track of his numbers. Despite his best intentions, Eric is a bit disorganized and still
How to Fix Expenses Entered to the Wrong Account in QuickBooks Online
Hello again and thanks for keeping up with all of our QuickBooks Online tutorials, tips, and tricks. I appreciate all of your comments and I’m glad that you find our
How to fix Uncategorized Income and Expenses in QuickBooks Online
One fateful day, Jeff opened his QuickBooks Online company file to view his Profit & Loss report. He hadn't looked through his QBO company in a while, but with tax
How to customize invoices in QuickBooks Online
For years, Jasmine Jones created her company's invoices from a template in Microsoft Word or Excel, and then manually entered those invoices into QuickBooks Online. It was a time-consuming process.
The Ultimate QuickBooks Online Year End Checklist
Daisy Flowers has just finished off with a long and productive year, but now, she's worrying about tax time, again. She knew that she needed to catch up, and so she read and followed the steps behind How to do a full
5 Minute Bookkeeping using the Sales Center in QuickBooks Online
Ever since discovering 5 Minute Bookkeeping™, Jasmine has been taking advantage of all of our step-by-step QuickBooks Online tutorials. But now, it’s time for Jasmine to take her knowledge to the next level and to start doing some 5 Minute
How to avoid making a mess in QuickBooks Online
Jasmine Jones recently purchased QuickBooks Online. Although inexperienced, she was eager to get started. But suddenly, something dawned on Jasmine. QBO looked much more complex than she initially though, which
Ditch the Shoebox! How QuickBooks Online remedies your tax time blues
One fabulous day, Daisy Flowers, business owner extraordinaire, woke up and realized that tax time was upon her. And so, the race to work on her taxes began. Daisy scrambled
The experienced QuickBooks Desktop user’s guide to getting around in QuickBooks Online
Daisy Flowers has been using QuickBooks Desktop (QBD) for over 10 years, knowing it inside and out. But, after converting her business over to QuickBooks Online (QBO), Daisy felt lost
How to find transactions in QuickBooks Online
You’re busy, on-the-go, and you need answers fast. One day, you find yourself looking for an invoice. You know its entered in QuickBooks, but you don’t know where it is
How to Add Jobs in QuickBooks Online
One of the most popular questions I am asked about QuickBooks Online is whether you can do job costing on QBO. Yes, you can do basic job costing in QBO.
How to Add Customers in QuickBooks Online
One of the most important things that new QBO users want do is to set up is the customer list. That’s because they’re eager to invoice customers quickly. In this
How to Set Up Inventory on QuickBooks Online
On my last post, I discussed how to set up the products and services list in QBO . In this post, I’ll share my tutorial on how to set up inventory