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    Vendor Credits and Refunds in QuickBooks Online

    Vendor Credits and Refunds seem to stump users. I've often found users who have created income accounts for credits and refunds. This has led me to believe there could be a short circuit in their understanding of the bookkeeping associated with vendor credits and refunds.Vendor credits and refunds are designed to credit the original account used to make the purchase.   Read More +

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    The Hot New QuickBooks Online Reconciliation

    Oh my gosh, there hasn’t been a bigger change since cellphones replaced pagers. Features are exploding everywhere on the new reconciliation screen. There are so many to be excited about.   Read More +

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    QBO Recurring Credit Card and E-Check Payments

    Yes, it's true. It's just as I predicted – QBO Recurring Transactions with both credit card and e-check recurring payments is available.Now we can create recurring payments for both credit cards and e-checks inside of QBO. Before, we could only create recurring payments in our Merchant service account – not QBO.This is empowering news for many of our QBO users.That said, there are a couple of tricks you should know, so let’s go over the basic setup steps, and then look at some specifics.Basic Se...  Read More +

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    QBO Billable Expenses – Loveable Improvements

    Yes, it’s that great. The New QBO Billable Expenses features are fantastic. A little change can go a long way, and that's exactly how I feel about this latest improvement, which was rolled out during the QBO redesign.At first glance, you don’t see the new features, but then it’s like BAM.So, what are the improvements that I’m so wonder struck by?The ability to sort billable expenses.   Read More +

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    QBO Full Service Payroll Same Day Direct Deposit

    If you have been reading this column for some time then you know that I am a QBO Full Service Payroll fan. In-fact I just might be their #1 fan and now…I have another reason to be excited with Same Day Direct Deposits!Starting February 22, 2018 QBO Full Service Payroll will be rolling out this new ability which is free. To take advantage of same day direct deposit you must:Have an active U.S.   Read More +

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    How to Auto-Add in Bank Feeds, Plus Tips and Tricks

    Let’s face it, data entry can be slow and bland work, but there are no Books without it, so this is why I often find myself saying QuickBooks Online might be the best fit for the small business owner who struggles to keep up with receipts, or any kind of bookkeeping. Part of the Magic of QBO is "Bank Feeds", so each time there is a role out of new bank-feeds related features, I get excited! Bank feeds save time, improve consistency, and with the new feature improvements to bank rules, “Automatic...  Read More +

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    'How Do I Do 'That' in QuickBooks Online'

    Are you looking for a way to make your QBO life easier? Well, that’s the goal of my "Scaling New Heights 2017" class covering some of the not so basic, but fundamental QBO operations. My class will be held June 6th at 8am during the conference, I hope you can attend my session.   Read More +

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    My 10 Favorite Apps – Guru Importer

    It has been a couple of weeks since the last installment of my "Top 10 Favorite Apps" series, so please remember the reviews are in no particular order. They just happen to be the apps my firm loves to work with. Continuing on my mission to create synergy and utilize time saving technology, Guru Importer is my third favorite app.While it may be a lesser known app, I consider it vitally important for importing IIF, TXT and CSV files into QuickBooks Online. Among the reasons I like it are the...  Read More +

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    The All New QuickBooks Online Smart Invoice

    Smart Invoices allow you to see the status of your Invoice. Which means you can if the Invoice has been emailed, viewed, paid and deposited all from the QBO Invoice Smart Dashboard. No longer will you need to wonder in what stage the invoice is in but now you can view the status at a glance.   Read More +

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    QuickBooks Online View Reports Only Users

    QuickBooks Online has a lesser known user type which is a Reports View Only User. What is unique about this type of QBO user is that it always complete transparency without the concern of accidental changes to bookkeeping integrity. This is perfect in a partner situation.   Read More +

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