Category Archives: Newsletter

Creating Reports in QuickBooks Online

Reports are the payoff for all of your hard work entering records and transactions. They can help you make better business decisions. Now that you’ve been using QuickBooks Online for your company’s accounting, it’s probably unimaginable to think about going … Continue reading

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Working With Your Accounts in QuickBooks Online

June 2015 “Account” can mean more than one thing in QuickBooks Online. Here’s a look at its multiple concepts. Until you started doing your company’s accounting, the word “account” probably meant a checking or savings account at a bank or … Continue reading

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New to QuickBooks Online? Take a Tour Around the Home Page

Switching from QuickBooks desktop or starting fresh with QuickBooks Online? Here’s a quick overview of its home page. Whether or not you’ve ever used accounting software, we think you’ll like using QuickBooks Online. It was designed for small businesses who … Continue reading

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Do You Need to Use QuickBooks’ Fixed Asset Tools? The Basics

Managing your company’s fixed assets is a complicated process, one that will require some extra assistance. Much of the work you do in QuickBooks is short-term. You send an invoice and it gets paid. Your purchase order is fulfilled, and … Continue reading

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Receiving Payments in QuickBooks Online

It’s probably your favorite activity in QuickBooks Online: recording payments from customers. Here are the options. QuickBooks Online was designed to make your workflow fast, intuitive and easy. This is especially true of the interface upgrade that some of you … Continue reading

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Receiving Payments from Customers in QuickBooks

Receiving Payments from Customers in QuickBooks Depending on the situation, there’s more than one way to record a payment in QuickBooks. Here are your options. There are undoubtedly some QuickBooks tasks that are more enjoyable than others. It’s no fun … Continue reading

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25 Accounting Terms You Should Know

It’s back-to-school time. Why not take a page from the kids’ books and do some learning of your own? QuickBooks is easy to use, intuitive and flexible. But it is not an accounting manual or class or tutorial. If your … Continue reading

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Preparing Purchase Orders Precisely

Modifying the default template makes tracking easier, more accurate. Part of the reason for QuickBooks’ success is its exceptional flexibility. By allowing users to turn features and preferences on and off, the same software can be used by a wide … Continue reading

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Does This Icon Make Me Look Fat?

Does This Icon Make Me Look Fat? Spring is a good time to clean up and slim down QuickBooks and its data. Depending on your location, you’re probably starting to see early signs of spring. The nicer weather and signs … Continue reading

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Use QuickBooks’ Tools — and Common Sense Procedures — To Prevent Financial Fraud

You work hard for your money. Strong internal controls can keep it from disappearing unnecessarily. You trust your employees or you wouldn’t have hired them. That’s what everyone says as they watch a valued staff member being hauled off in … Continue reading

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