Archive for the ‘Quickbooks Online’ Category

You’re not required to use statements in QuickBooks, but they help bring unpaid amounts to the attention of your customers. Collecting outstanding payments is probably one of your least favorite tasks as an accounting manager. QuickBooks Online helps you keep track of these debts in many ways, like through the Income Tracker and Collections Report. […]

Unless you’re the sole user of QuickBooks Online in your company, you’ll need to know how to set up different access levels. “Anytime, anywhere access” is one of the buzz-phrases people use when they describe the benefits of cloud computing. It’s probably one of the most compelling reasons why businesses subscribe to QBO. That, and […]

To whom do you owe money to, how much, and when? The QuickBooks Online Vendor Center answers these questions quickly. Whoever handles Accounts Payable for your company has an unenviable job. While the Accounts Receivable person gets to send invoices and happily record payments, the A/P employee has to make sure that: Complete records exist […]

Your first transaction in QuickBooks Online was probably an invoice. But there are many others that you’ll want to know how to use. You probably process more invoices than any other kind of sales transaction in QuickBooks Online. And it’s usually with a great deal of satisfaction that you create these forms, since it means […]

Keeping a positive cash flow is always a struggle for many businesses. Here’s how you can get customers to pay faster. In a perfect world, customers would receive their invoices from you and remit them immediately. You may have a diligent few who operate that way, but probably most everyone you do business with delays […]

The word “account” can mean more than one thing in QuickBooks Online. Before you started doing accounting tasks for your small business, the word “account” simply referred to your accounts at a financial institution – checking, savings, credit cards, etc. QuickBooks Online lets you access these same kinds of accounts via the internet and download […]

QuickBooks Online has worked well for countless businesses as is. But if you need more than it offers in some areas, there’s likely to be an app for that. You’d be hard-pressed to find two small businesses in the U.S. that have exactly the same needs when it comes to financial management. Fortunately, QuickBooks Online […]

Switching from QuickBooks desktop or starting fresh with QuickBooks Online? Here’s a quick overview of its home page. Whether or not you’ve ever used accounting software, we think you’ll like using QuickBooks Online. It was designed for small businesses who have little or no accounting experience, and its user interface and navigation should be familiar […]

QuickBooks Online Plus offers the ability to create purchase orders. But they require knowledge that may be foreign to you. If your business purchases products from vendors that you then sell, you may have occasion to use purchase orders. These forms simply tell your suppliers what items you want to buy from them. Not all […]

“Account” can mean more than one thing in QuickBooks Online. Here’s a look at its multiple concepts. Until you started doing your company’s accounting, the word “account” probably meant a checking or savings account at a bank or your identifying information at a place like a brokerage. In QuickBooks Online, “account” can mean the same […]

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