April 2024

QuickBooks Online vs Excel: Which Is Better for Your Small Business Accounting?

QuickBooks Online vs Excel: Which Is Better for Your Small Business Accounting?

In terms of small business accounting, choosing the right software solution can make a significant difference in efficiency, accuracy, and overall financial management. Two popular options for managing finances and accounting workflows are QuickBooks Online and Microsoft Excel. Let's explore how each works, their respective advantages and limitations, and why...

20 Reasons Businesses Switch from QuickBooks Desktop to Online and Never Look Back

20 Reasons Businesses Switch from QuickBooks Desktop to Online and Never Look Back

With the rise of cloud technology, many businesses are making the switch from traditional desktop-based accounting software like QuickBooks Desktop to the more versatile QuickBooks Online. This shift is not just a trend; it's a strategic move that offers a plethora of features and benefits, transforming the way businesses manage...

March 2024

Team member chatting with an expert regarding free QuickBooks Online test drive

Free QuickBooks Online Test Drive:  Why It Is Critical Before Moving Forward With QuickBooks Online

QuickBooks Online is a powerful accounting tool for businesses, but it's essential that you know which QuickBooks Online version is right for you. This decision becomes even more crucial when migrating from traditional platforms like QuickBooks Desktop. The QuickBooks Online Test Drive, coupled with our expert consultation, emerges as an...

October 2023

Best Banks that Integrate with QuickBooks Online

Best Banks that Integrate with QuickBooks Online

QuickBooks Online offers excellent banking features to streamline your financial management tasks. It enables you to connect your bank accounts (called bank feeds)—allowing you to automatically import your financial transactions directly from your bank. In this article, we'll explore the best bank accounts that seamlessly integrate with QuickBooks Online, allowing...

How to Set up and Use Banking Rules in QuickBooks Online

How to Set up and Use Banking Rules in QuickBooks Online

Whether you want to automatically categorize transactions from a specific vendor or automatically assign customer payments to the correct income accounts, bank rules in QuickBooks Online can help you streamline your financial management. They can help save you time and effort while providing the financial insights you need to...

August 2023

Business owner reviewing a bounced check in QuickBooks Online

How to Manage Bounced Checks From Customers in QuickBooks Online

When a check from a customer bounces, it can have a significant impact on your business, affecting cash flow, financial records, and customer relationships. It's important to promptly address bounced checks to minimize these effects. QuickBooks Online provides helpful tools to help you manage bounced checks while streamlining the reconciliation...

July 2023

Accountant checking files of transactions to import to QuickBooks

How to Upload Bank Transactions Manually to QuickBooks Online

One of the most notable features of QuickBooks Online is bank feeds. It allows you to connect your bank and credit card accounts so that you can automatically import your transactions. However, there are some instances where automatic import isn’t available, and the best option is to upload your transactions...