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 Enter Customer Payments and Deposits in QuickBooks Online
Recently, my friend Jane called and shared her struggles with me. Sadly, I had heard the same story so many times before. Her QuickBooks Online is a mess. Her accounts
Unraveling the mysteries of the QuickBooks Online Undeposited Funds Account
The number one mistake that untrained users make in QuickBooks has to do with the Undeposited Funds account. In fact, you may have this problem and not even know it.
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
5 Minute Bookkeeping using the Expenses Center in QuickBooks Online
To catch up on her QuickBooks Online knowledge, Jasmine Jones has recently read 5 Minute Bookkeeping™ using the Sales Center in QuickBooks Online. Although Jasmine now felt like she was
QuickBooks Online vs QuickBooks Self Employed
Hi everyone. Are you trying to decide whether QuickBooks Online or QuickBooks Self Employed is right for you? No worries, I'll show you my expert comparison of QuickBooks Online vs QuickBooks
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
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