Archive for the QuickBooks Online Category

Using Custom Fields and Classes in QuickBooks Online

Using Custom Fields and Classes in QuickBooks Online QBO’s tools are generic enough that myriad businesses can use it. But custom fields and classes help you shape it to meet your specific needs. Small business accounting is not a one-size-fits-all proposition. Your company is unique in that

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Paying Bills in QuickBooks Online

  In a previous column, we talked about setting up bills in QuickBooks Online. Now it’s time to pay them.   We recently laid out the benefits of using QuickBooks Online for bill entry and payment. It’s faster than manual methods. It leaves an electronic record of

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Customizing QuickBooks Online Forms

Customizing QuickBooks Online Forms Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online helps you create them.   Your company’s “brand” can be composed of many things (and has many definitions), but it’s really about what pops into your customers’ minds

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Can’t Keep Up with Bills? QuickBooks Online Can Help

 Can’t Keep Up with Bills? QuickBooks Online Can Help There are more pleasant accounting tasks than paying bills, but QuickBooks Online organizes and simplifies this critical chore. How does your company keep track of its bills now? If you’re like a lot of small businesses, you’re still

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Better Budgeting Using QuickBooks Online Plus

Everyone groans when budget time rolls around. QuickBooks Online Plus offers tools that simplify the process.   Budget. The word evokes a sense of dread in most small business managers’ minds. Large corporations have entire teams of accountants that work on this critical element of financial planning.

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Tracking Products and Services in QuickBooks Online, Part 2

Last month, we explored the process of creating a product record. Now we’ll look at where they’re used in QuickBooks Online.   Have you been able to create records for all of your products and services? If you have a large inventory, this can be quite a

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Setting Up Settings in QuickBooks Online

You’ll be visiting QuickBooks Online’s Settings screen regularly, so it’s good to know what’s there.    You can get into a rental car and just start driving to your destination. But you soon realize that you need to know where the temperature controls and the radio tuner

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Tracking Products and Services in QuickBooks Online, Part 1 

Inventory management requires precision, constant attention, and smart decisions. QuickBooks Online can help.   If you started small with your business, keeping track of your product inventory was probably pretty easy. Maybe you kept your stock in a few boxes or a closet, and it was easy

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What You Should Know About the QBO Mobile App

QuickBooks Online’s mobile app lacks some features found in the browser-based version, but it provides mobile access to tools you may want on the road.   First, it’s free (except for your mobile data plan costs). Second, it’s good. And QuickBooks Online’s mobile app offers more functionality

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