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Many users find themselves managing multiple companies or clients within the QuickBooks Online platform. If you're in this situation, you'll be pleased to know that QuickBooks Online allows you to seamlessly switch between different company files. In this article, we'll guide you through the steps on how to switch between...
QuickBooks Online offers seamless integration with Mailchimp to help businesses enhance their financial and marketing efforts for a more efficient and effective approach to email marketing. This integration helps you establish effective, targeted email marketing campaigns that lead to increased revenue, improved customer relationships, and enhanced productivity. In this article, we...
Understanding estimates and progress invoicing in QuickBooks Online is crucial as it provides insight into your business's sales pipeline, helping you better track and convert potential sales into revenue. Additionally, it helps identify high-value customers and areas for improvement in sales and marketing strategies.In this article, we’ll explain the Estimates...
The Statement of Cash Flow is one of the most important financial reports as it provides a comprehensive overview of your company's cash inflows and outflows. It offers critical insights into your business's liquidity and financial health, and it helps business owners and managers improve decision-making.In this article, we’ll tackle...
QuickBooks Online offers a powerful tool known as "billable expenses" to help businesses accurately track, invoice, and get reimbursed for expenses incurred on behalf of clients or customers. You can mark expenses as billable so that you can pass the costs on to your clients. In this article, we’ll explain billable...
Customized email messages in QuickBooks Online make your communication more professional, consistent, and efficient. When your email messages are tailored to your brand's identity, customers are more likely to take your business seriously when it reflects a professional image.That said, we’ll show you how to properly set up messages in...
Generating payroll reports in QuickBooks Online is a critical part of managing employee compensation, tax obligations, and financial records. QuickBooks offers a range of built-in payroll reports that can be customized and generated according to your specific needs. Below we’ll walk you through the detailed step-by-step guide on how to generate...
The Profit and Loss Report (often referred to as the Income Statement) is a crucial financial report that helps businesses understand their company's financial health, track revenue and expenses, and make informed decisions. QuickBooks Online provides a user-friendly platform for generating and analyzing the Profit and Loss Report. In this article,...
Whether you want to improve your collection process or you simply need a real-time overview of your company’s outstanding receivables, an Accounts Receivable (A/R) Aging report can provide the information you need. QuickBooks Online, a widely-used accounting software, provides a tool called the Accounts Receivable Aging Report (A/R Aging...
QuickBooks Online and QuickBooks Self-Employed are two different products created for distinct business purposes. QuickBooks Online is great for businesses needing powerful double-entry accounting, while QuickBooks Self-Employed is recommended for freelancers and self-employed professionals who need a simple solution for invoicing, income and expense management, and tax reporting. In this article,...
