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It’s happened to everyone at one time or another. You lose a transaction you’re sure was there not even five minutes ago, but you just can’t seem to locate it. In the event this has ever occurred to you, QuickBooks has a great feature: The Audit Trail report. 

Does your accounting to-do list look like a clean slate, or are last years critical tasks still nagging?

Have you ever found yourself scrambling for more time? Racing against the clock to meet a specific deadline? I know I have, and m sure some of our readers have as well. Thankfully for those of us who may not be the best at time management, or have trouble focusing,  the world of productivity applications is…

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.

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.