How to link PayPal to QuickBooks Online [Part 2]
Joe's business was growing rapidly, and his customers were asking him if they could pay him though PayPal. It sounded like a good idea, but Joe didn't know what to
How to review transactions in QuickBooks Online
Bob, is applying for a small business loan, but Bob's bank wants a clean set of financial reports first. Bob is worried because he's never reviewed his transactions in QuickBooks
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 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 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
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 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
An insider’s tour of QuickBooks Online 2017
Hello there! You may have noticed that QuickBooks Online has recently undergone a bit of a renovation, with a few tweaks here and there. Allow me to serve as your
5 amazing ways to grow your business using QuickBooks Online
When I started my modern accounting business in 2010 – I had one goal in mind. I just wanted to work as a solopreneur and replace the full-time income I