Blogs

Text QBO Invoices using the New Android App

Text QBO Invoices using the New Android App

In June, Google released 'Messages for Web' which is similar to the Apple iPhone iMessage for Mac. The App allows you to create and respond to text directly from your computer.Check out this article for more information on how to use this feature.

How to Manually Edit QBO Payroll Liabilities

How to Manually Edit QBO Payroll Liabilities

There are numerous reasons why you might need to manually edit Payroll Liabilities in QBO, including Payroll Credits, Penalty & Interest, Late Filings and many others. At other times, it just becomes necessary to process Payroll Liabilities manually. What brought this...

Vendor Credits and Refunds in QuickBooks Online

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...

The Hot New QuickBooks Online Reconciliation

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. At first glance, I felt betrayed, like my office dog had run away. But once I...

QBO Recurring Credit Card and E-Check Payments

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...

QBO Billable Expenses – Loveable Improvements

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,...

QBO Full Service Payroll Same Day Direct Deposit

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...

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

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....

QuickBooks Training – ‘How Do I Do ‘That’ in QBO’

QuickBooks Training – ‘How Do I Do ‘That’ in QBO’

How Do I Do That in QBO?How do you think QuickBooks Training can make your QBO life easier?Well, that’s the goal of my "Scaling New Heights 2017" class. I want to cover some of the not so basic, yet fundamental QBO operations. My class will be held June 6th at 8am...

My 10 Favorite Apps – Guru Importer

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...

The All New QuickBooks Online Smart Invoice

The All New QuickBooks Online Smart Invoice

Smart Invoices allows you to see the status of your Invoice. Which means you can see if the Invoice has been emailed, viewed, paid or deposited all from the QBO Invoice Smart Dashboard. No longer will you need to wonder in what stage the invoice is, rather now you can...

QuickBooks Online View Reports Only Users

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 provides complete transparency without the concern of accidental changes to bookkeeping integrity. This is perfect in a...