August 2023

Team members managing purchase orders in QuickBooks

How to Create and Send Purchase Orders in QuickBooks Online

QuickBooks Online offers a purchase order management feature that helps you easily and effectively create, send, and manage purchase orders (POS). This feature helps you better manage your procurement operations and enhance your overall workflow. In this article, we’ll cover how to create and send purchase orders in QuickBooks Online....

Company owner checking their bills

How to Set up Recurring Bills in QuickBooks Online

Monthly rent, utility payments, and subscriptions can quickly pile up, causing many businesses to struggle with managing their recurring bills. QuickBooks Online offers a solution to this challenge through its recurring bills feature, which allows businesses to automate the entry of recurring expenses.In this article, we'll explain how to set...

Team members exploring QuickBooks Online's invoicing features

How to Create and Send Invoices in QuickBooks Online

One of QuickBooks Online’s strongest features is its invoicing tool. It allows you to easily create invoices and customize them based on your brand and unique preferences. After creating the invoice, you can send it directly from within QuickBooks and track it until it’s paid. In this article, we’ll cover how...

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...

Team members entering a credit card refund in QuickBooks

How To Enter a Credit Card Refund in QuickBooks Online

Credit card refunds occur when a customer returns a purchased item, receives a reimbursement, or experiences an overcharge. Recording these refunds in QuickBooks Online is crucial to ensure accurate financial records and streamline the reconciliation process. In this article, we’ll explain when to enter a credit card refund in QuickBooks Online,...

Team exploring integrations in QuickBooks Online

Managing QuickBooks Online Integrations + a New Diagnostic Dashboard in QuickBooks

QuickBooks Online is a powerful accounting software with many built-in accounting features, including invoicing, bill payment, inventory management, and project accounting. However, its capabilities are further augmented through seamless integrations with various third-party applications available. These integrations offer businesses enhanced functionality, improved efficiency, and a comprehensive financial management experience.

Business owner exploring QuickBooks Online's streamlined page to manage users and permissions

Manage Users & Roles from a Single Page: New QuickBooks Online Feature

The latest addition to QuickBooks Online is a game-changer for businesses of all sizes: the ability to manage users and roles from a single, comprehensive page. This feature is designed to streamline how businesses handle their team members' access and permissions within the platform, making user management more efficient and...

Business owner reviewing bills in QuickBooks Online

How to Add and Pay Bills in QuickBooks Online

QuickBooks Online's bill management features offer a convenient and efficient way to add and pay bills, allowing you to keep track of your accounts payable (A/P). By using QuickBooks’ tools for bill entry, categorization, automation, and reporting, you can gain better control over your A/P process and contribute to the...

Team members printing checks in QuickBooks

How to Write and Print Checks in QuickBooks Online

While some businesses use modern digital payment methods, such as electronic fund transfers, online payment platforms, or mobile payment apps, many businesses and individuals still rely on checks for certain payments and transactions. Checks offer a tangible, paper-based method of making payments and can be particularly useful in situations where...

Business owner just completed setting up his company in QuickBooks

How to Set up Company Information in QuickBooks Online 

As a small business owner, one of the crucial steps in establishing your business is to set up the financial infrastructure. QuickBooks Online, a popular cloud-based accounting software, offers an efficient and user-friendly platform to manage your company's finances.  In this article, we will provide a comprehensive step-by-step guide on how...