Everything listed under: QBO

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    New QBO Contractor W-9 Self Set-up

    QuickBooks Online now allows you to invite contractors to securely enter their W-9 information. Right before the 2018 1099 season, Intuit rolled out this new feature. The W-9 contractor self set-up is initiated from inside QBO by any user who has access to vendors, including accountant users.   Read More +

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    Using QBO Class Preferences for Items

    As a consultant, most often my job is to find how small businesses can gain more. More insight, more profit, more streamlined processes. And of course, I love it when my advice truly impacts my clients' lives and operations.Last Spring, QBO inventory added several features to aid in a more robust internal system.   Read More +

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    Using the Golden Circle to Determine the Best Apps for Your Business

    While in London... oh goodness, anything that follows that phrase must be fantastic! And it was!   Read More +

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    QBO Balance Sheet with Classes

    Recently, I have heard several times that users are not able to create the Balance Sheet by Classes in QuickBooks Online. The great news for these people is… YES you can!The bigger question might be why would you want to? There can actually be several reasons; for example, Not for Profit Organizations, and other 'fund' tracking organizations, may need to reflect their assets by class including inventory, or even liabilities like deposits or down payments which must be tracked on a...  Read More +

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    Surprising Changes to QBO Reconciliation

    Bank reconciliations can be such a chore. Thankfully, 'Bank Feeds' improved the pain level, but just a few dollar differences can seemingly take forever to find if your account has what amounts to a gazillion transactions. Now, there are two new improvements to the reconciliation experience that add convenience and accuracy to really help when it comes to reconciling some date sensitive transactions.You may not have seen these enhancements because not everyone using QBO has gotten them yet.   Read More +

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    The New QBO Connect to PayPal App

    Intuit has been developing a new API that includes a 'rest' workflow alternative. Murph actually wrote about QuickBooks Development Future-API V4 as part of his coverage of last year's QuickBooks Connect. That was a fairly informative, but mostly generic article.   Read More +

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    QBO Bank Feed Video Game - 'Just Kidding'

    Yes, I am just kidding when I called this article QBO Bank Feed Video Game. In fact Murph edited the rough draft of my title to insert the 'just kidding' so everyone would know without opening the story.  But really, I think QBO Bank Feeds are just about as much fun as a video game, and perhaps even more addictive. I wonder if Intuit really intended for Bank Feeds to make importing your income and expenses to know your real bank balance so easy that it has become super fun?   Read More +

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    Text QBO Invoices Using the New Android App

    In June, Google released 'Messages for Web' which are similar to the Apple iPhone iMessage for Mac. The App allows you to create and respond to text directly from your computer. Maybe you are wondering why this is so exciting?  Over the years I have had a few clients who used texting as their primary mode of communication and these clients were slow to respond to emails.   Read More +