Category: Blog

  • Find bookkeeping mistakes on your balance sheet, part 1

    Taking time to read the balance sheet report will help you identify bookkeeping mistakes and have a clearer view of your business.

  • How to avoid an accounting nightmare: Accountability

    Let’s talk about accountability. What do you do with the money that comes in and out of your business? How do you monitor who’s doing what with that money? And especially if you have outsourced your bookkeeping, how do you hold that person accountable? Are they completing the work? Do you know whether your bookkeeping…

  • Need Advanced Time-Tracking? Connect QuickBooks Online to An App

    You can track the hours employees work in QuickBooks Online. But if your time-tracking needs are complex enough, you’ll need an integrated app.   If your company has a staff and sells services, you know better than anyone that time is money. It’s critical that you track every minute that employees work, as well as…

  • 4 Things You Should Know About Advanced Settings in QuickBooks Online

    Do you know about all of QuickBooks Online’s settings? What you’re missing may be important.   Looking through all the settings available in QuickBooks Online is something like reading the owner’s manual when you get a new car. You know you should do it, but you find yourself consulting it only when you encounter a…

  • The Life of an Estimate in QuickBooks Online

    Estimates-or quotes, or bids-are useful tools when you’re pitching a sale of products or services. Here’s how QuickBooks Online handles them.   Sales estimates are standard procedure in many professions. You wouldn’t authorize a car repair without one. Nor would you OK a remodeling job on your kitchen or a summer’s worth of yard landscaping…

  • How to Use Progress Invoicing in QuickBooks Online

    Does your business do work for clients over weeks or months? Consider using QuickBooks Online’s progress invoicing. Let’s say you’re doing a job or project for a customer that is going to take a long time, but you don’t want to wait until you’re finished to get paid. Or you’ve agreed to let a customer…

  • Working with Contractors in QuickBooks Online

    It’s a gig economy. QuickBooks Online makes it easy to track and pay independent contractors.   In days past we used to call it “moonlighting” – taking on a second, part-time job for extra money. And we saw how prevalent this became was when millions of people had to resort to side gigs to keep…

  • Could Your Sales Invoices Be Better? How QuickBooks Online Can Help.

      Every interaction with your customers can enhance your image. Here’s how QuickBooks Online contributes to that.    Getting paid by your customers-on time, and in full-can take some effort on your part. You set smart due dates and enforce them. Price your products and services so they’re both reasonable and profitable. Accept online payments.…

  • The dumbing down of everything

    The dumbing down of everything

    We live in the information age. We can ask Google (or Alexa) anything. What gets too little time is fact-checking. Advice is requested in Facebook groups and taken at face value without checking the credentials of those offering the advice. Companies like Intuit and Freshbooks are actively dumbing down accounting. Freshbooks is advertising they are…

  • How Does QuickBooks Online Handle Mobile Expenses?

    If you purchase several items and services away from the office, QuickBooks Online can help you record them while you’re out and about. QuickBooks Online’s mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example:  …

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