Blogs

New QBO Contractor W-9 Self Set-up

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,...

QuickBooks Launches Sales Tax Calculator Site

QuickBooks Launches Sales Tax Calculator Site

Recently, QuickBooks launched a new Sales Tax Calculator landing page. With nearly 11,000 local sales tax jurisdictions in the U.S., the goal of the new landing page is to help small businesses see how the different sales tax affects their business and keeps tracks of...

Using QBO Class Preferences for Items

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...

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

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! London is densely populated, which means deep and engaging conversations about the same topic from many perspectives. While there, I was fortunate to listen to a panel...

QBO Balance Sheet with Classes

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...

Have Sick Days Become Unnecessary?

Have Sick Days Become Unnecessary?

Have Sick Days Become Unnecessary? No! Sick days are still most definitely necessary and here's why. If you are like most people, being sick isn't a common issue. However, when the day comes that you are too sick to even get out of bed, it's extremely handy to be able...

Surprising Changes to QBO Reconciliation

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...

The New QBO Connect to PayPal App

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....

QBO Bank Feed Video Game – ‘Just Kidding’

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...

Text QBO Invoices Using the New Android App

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...

Two Amazing New QBO Reports

Two Amazing New QBO Reports

Are you ready to be excited? Intuit has created two excellent reports for QBO. They are both intelligent and perceptive. As busy as we all are, it’s fantastic to have two new reports that truly save us time in understanding our data. One of the new reports is for...

Five 5-Second Quick and Easy QBO Tips

Five 5-Second Quick and Easy QBO Tips

Now that 1099 and W-2 season is wrapping up, I'm worn-out. So, instead of the normal QBO Monday Minute, I'm giving you five 5-second tips and tricks. In other words, not a 'minute', only 25-seconds worth in this edition. Check out these great tips here.

Feel the QBO love!

Feel the QBO love!

In our house we call Valentine’s day LOVE day. As a mom of three kids it’s my duty to hug on, remind them why they are special and embarrass them with heart shaped sandwiches for school lunches. Follow the link to read more:

More Unachievable Goals

More Unachievable Goals

It's officially 2019!! It’s that time of the year to start fresh, pick out things you want to improve this year and most importantly make some more unachievable goals. Woohoo!! First of all, before you pick out a bunch of things you want to change, take a breath and...

Important Tip on Recurring Sales Receipts with Payments

Important Tip on Recurring Sales Receipts with Payments

When I show this trick to users I always get an "ahhhhh" or "wow." Warning: This is fun. I have written about Recurring Transaction Sales Receipts with Recurring Payments before, so this might feel like deja vu. But I thought I'd go over this feature again, since I...