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Keeping your financial records in order is hugely important to the success of your business. Not only does it keep you up-to-date on your profits and losses, but legally speaking, it’s necessary to have your records straight. It makes the close of your fiscal year easy to execute by ensuring that all of your required…

Downloading transactions into QuickBooks Online is the easy part. You still have work to do once they’re on board.

Making regular backups of your QuickBooks company file and related files is very important. Preparing a backup plan and making sure it is being followed regularly is essential for protecting your valuable data.

Sales tax is one of the more complicated concepts supported by QuickBooks Online.

It’s important to maintain good relationships with your vendors and suppliers. QuickBooks helps you track your interaction with them.

Here’s how they work. Click Statements on the home page, or open the Customers menu and select Create Statements. A window like this will open:

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online. Here’s how.

When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an invoice just yet. This is where sales orders come in.

QuickBooks Online Training, Tips, Tricks & Product Consultation.

Online banking may get all the headlines, but a lot of small businesses still prefer paper checks. QuickBooks can accommodate them. “I don’t write checks anymore,” you hear a lot of people say these days. Debit cards, smartphone payment apps, and online banking have replaced the old paper checkbook for a lot of consumers. That’s…

It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Working in a desktop version of QuickBooks?  Check out this blog post instead. Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more…

Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered?  Here are some steps you can follow to check and see if you can locate those missing transactions. What Steps Must I Take to Locate Missing Transactions in QuickBooks Desktop? You’ve…