Deciding which version of Quickbooks is right for you

By |2019-10-27T06:54:45+00:00October 28th, 2019|Categories: QuickBooks General|

It makes sense for Inquit (QuickBook's parent company) to make a version of their account software for many different audiences so that the capture as much of the accounting market as possible. As I would hope many of my readers' companies are, Intuit is in business to make money and provide the best service to the [...]

How To Setup Company Info in QuckBooks Online

By |2019-10-25T07:46:29+00:00October 28th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to set up your company info in Quickbooks Online? Setting the company information in quickbooks online is fairly straight forward. When you're finished reading this blog post, you'll know where to change your company name, type, contact information, address, and a handful of other items. We're going to start by navigating [...]

How to Avoid and Correct Duplicated Credit Card Payments in QuickBooks Online.

By |2019-10-13T05:11:12+00:00October 14th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wanted to minimize or avoid alltogether the number of duplicate credit card payments in your QuickBooks Online account? In this blog post, I want to talk about something that comes up frequently. In QuickBooks Online, I often see a payment from the Checking Account to the credit card that gets applied twice. I [...]

How to Identify Errors in the Bank Balance in QuickBooks Online.

By |2019-10-13T05:25:01+00:00October 14th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Would you like to know how to identify errors in your bank balance in QuickBooks Online? In QuickBooks Online, we will have multiple balances for an account. Your bank will feed in a balance and your QuickBooks account should match that balance for the account. Today, I want to explain some strategies on finding the causes [...]

How to Add A User on QuickBooks Online

By |2019-09-29T09:29:11+00:00October 7th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever needed to add a user in QuickBooks Online? In this blog post, I'll show you how to send an invite out so that a new user can access your company file. The first step is to locate the gear in your dashboard. It will be in the upper right-hand corner of the screen. [...]

How to Review Profit and Loss by Month in QuickBooks Online.

By |2019-10-04T08:35:16+00:00October 7th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to review your Profit and Loss on a monthly basis in QuickBooks Online? In this blog post, I will outline how that can be accomplished. The first step in this tutorial is to locate the QuickBooks Online test drive sample file. To provide a little background, QuickBooks Online makes a sample [...]

How To Add an Account to the Chart of Accounts in QuickBooks Online

By |2019-10-06T07:06:17+00:00October 6th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever needed to add an account to your chart of accounts in QuickBooks Online? For the sake of this example, we're going to assume that we've realized that we've forgotten to add one of our accounts to the chart of accounts. We'll make that update and add a credit card to illustrate the process [...]