QuickBooks Expert Talks About QBO ‘Toggle’ – a Business View Switch
Quick Books Online ‘Toggle’ is a way to switch your business view in an attempt to help users better understand their numbers.
QuickBooks Bookkeeping Clean Up and Year-End Activities and Services
Year-end clean up of your books can feel a bit overwhelming. Here is a list to guide you through the necessary tasks as well as a link to help if you need it.
QuickBooks Connect – San Jose, CA 11/6-8/2019
It's hard to believe that QuickBooks Connect is only about a month away! I'm getting excited to see my colleagues and make some new connections. I'll be talking about Becoming an Apps Master: Connecting Apps to the QuickBooks Online Database, for Your Clients so come...
Are Your QBO Chrome Bookmarks Broken?
QuickBooks Online has updated their URL format. As a result, instead of clicking the saved link to a favorite page and seeing the requested screen many users are getting errors. Luckily, there is a fix!
Monthly Bookkeeping Made Easier – Revised ‘Reclassify Transactions’ for QBOA Tools
Monthly Bookkeeping Just Got EasierIntuit has made monthly bookkeeping even easier! A revised Reclassify Transactions feature is available within the QBO-Accountant tools. Prepare for your monthly accounting process to go very smoothly.The old 'reclassify...
QuickBooks Expert Talks Work-life Balance
As a QuickBooks expert and business owner, I can tell you that managing your work-life balance can be hard. Layer parenting on top of that, and it can feel impossible sometimes. However, last summer, I asked for help in managing this. How do you do it? How do you...
QuickBooks Training – New QBO Contractor W-9 Self Set-up
QuickBooks training is ongoing, since there is always something new to learn. QuickBooks Online now allows you to invite contractors to securely enter their W-9 information. Intuit rolled out this new feature right before the 2018 1099 season. Any user who has access...
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 keep track of...
Using QBO Class Preferences for Items
As a consultant, most often my job is to find out 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 QuickBooks Apps for Your Business
I'm always thinking about QuickBooks apps! 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.But back to...
QBO Balance Sheet with Classes
Recently, I have heard several times that users think they 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 be several reasons. For...
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
Bank reconciliations can be such a chore. Thankfully, 'Bank Feeds' decreased 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
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....
QuickBooks Expert Asks Where is Mileage Tracker for ALL Versions of QuickBooks
This QuickBooks expert has a question... Intuit first released mileage tracking in QuickBooks Self-Employed, significantly reducing the tedious chore of dealing with manual mileage logs when it comes to part of the year-end chores for preparing tax returns. There's...