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
How to do a full year of bookkeeping when you need it done yesterday – Part 2
Hello again, ready to dive back in? In my previous post, How to Do a Full Year of Bookkeeping When You Need it Done Yesterday – Part 1, I showed you
How to do a full year of bookkeeping when you need it done yesterday – Part 1
January 1st arrived before you knew it – where does the time go? Now you realize it’s tax time again and you haven’t done any of your bookkeeping for an
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
QuickBooks Online Chart of Accounts – Frequently Asked Questions
Daisy Flowers runs a small gardening shop in Houston, Texas. Her business was extremely successful, but Daisy had a problem. She was disorganized and she felt like her business finances
7 Steps to get started with QuickBooks Online faster than an Olympic swimmer
It’s that time of year when many small biz owners are trying to decide whether to switch to QuickBooks Online. I know that this can be a big decision –
How to set up QuickBooks Online
Barry Allen is an entrepreneurial pilot who flies regional charter flights. His airline is a small operation, employing only a handful and pilots and supporting staff. To keep track of
5 errors to absolutely avoid with banking transactions in QBO
Did you know that most QuickBooks users make the same types of mistakes in QBO? And did you know that most of these mistakes are made with banking transactions? If
How to record credit card payments in QuickBooks Online
In our last blog post we discussed how to properly record transfers between bank accounts in QuickBooks Online. We met Chris, a small business owner, who was mistakenly recording duplicate entries
How to record bank transfers in QuickBooks Online
Chris owns a small IT consulting business, and is a QuickBooks Online user. He has two bank accounts – an operating account and savings account. Twice a month, Chris transfers
Reconciling accounts in QuickBooks Online (Bank feeds training)
Did you know that the most requested tutorial and our most popular blog post is Reconciling banking transactions in QuickBooks Online? That’s probably because most QuickBooks Online users understand