November 2023

How to Switch Between Companies in QuickBooks Online

How to Switch Between Companies in QuickBooks Online

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...

October 2023

What Are Billable Expenses in QuickBooks Online?

What Are Billable Expenses in QuickBooks Online?

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...

How to Set up Email Messages in QuickBooks Online

How to Set up Email Messages in QuickBooks Online

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...

QuickBooks Online vs. QuickBooks Self-Employed: Which One Is Right for You in 2024?

QuickBooks Online vs. QuickBooks Self-Employed: Which One Is Right for You in 2024?

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,...

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...

Understanding Accounts Payable (A/P) Aging Report in QuickBooks Online

Understanding Accounts Payable (A/P) Aging Report in QuickBooks Online

Accounts Payable (A/P) is a crucial aspect of any business, representing the outstanding bills and expenses a company owes to its vendors and suppliers. Managing these payables efficiently is vital for maintaining healthy cash flow and vendor relationships. QuickBooks Online offers a range of tools to help businesses manage...

Inventory and Sales Reports Available in QuickBooks Online

Inventory and Sales Reports Available in QuickBooks Online

The inventory management feature in QuickBooks Online is a powerful tool designed for QuickBooks Online Plus and Advanced users. It offers a comprehensive set of functionalities to streamline and optimize inventory management for businesses that deal with stock items. Additionally, QuickBooks offers a robust set of inventory and sales reports...

New Navigation Menu in QuickBooks Online

New Navigation Menu in QuickBooks Online

The new navigation menu in QuickBooks Online has been designed to provide quick access to essential job centers, making it easier for both accounting professionals and business owners to navigate and manage their financial tasks. Below is a screenshot of the new navigation menu. We’ll explain some of the key...

Top 10 Most Popular Reports in QuickBooks Online

Top 10 Most Popular Reports in QuickBooks Online

QuickBooks Online is a versatile and feature-rich accounting software that offers a wide array of useful reports to help businesses and individuals manage their finances effectively. These reports are valuable tools for gaining insights into various aspects of financial health and making informed decisions.Here are the top 10 most popular...

How to Enter & Manage Opening Balances in QuickBooks Online

How to Enter & Manage Opening Balances in QuickBooks Online

Accurate financial records are essential for any business. Part of this process involves maintaining precise opening balances for various accounts in your chart of accounts. These opening balances play a vital role in ensuring that your Balance Sheet is accurate, providing a clear starting point for your financial records.In this...