July 2023

Accountant Switching Between Business View and Accountant View in QuickBooks Online

Switching Between Business View and Accountant View in QuickBooks Online

One of the key features of QuickBooks Online is the ability to switch between the Business View and the Accountant View. These views offer unique features and menu sets tailored to the specific needs of business owners and accountants. In this article, we will explain the differences between the Business...

Team members discussing about setting up contractors in QuickBooks

Setting up & Managing Contractors in QuickBooks Online

As businesses grow and expand, they often rely on the expertise of contractors to complete specific projects and tasks. Managing these contractors efficiently is crucial for maintaining smooth operations and accurate financial records. QuickBooks provides allows you to set up and manage contractors within the system. In this article, we will...

Accountant helping a business owner connecting bank account to QuickBooks

Connecting Bank and Credit Card Accounts to QuickBooks Online

Manually entering your transactions into QuickBooks Online can be time-consuming and prone to errors. You need to gather paper statements, receipts, and other financial documents and input the details manually, increasing the risk of data entry mistakes. Fortunately, QuickBooks Online allows you to connect your bank and credit card accounts...

Team members setting up projects in QuickBooks

Setting up and Using Projects in QuickBooks Online

Whether you're a freelancer working on multiple client engagements or a small business owner juggling various projects, tracking project-related income, expenses, and profitability is essential for accurate financial management and decision-making. QuickBooks Online offers a powerful project management feature that allows you to effectively manage and track your projects within...

Team members discussing the different QuickBooks Online plans

Determining Which QuickBooks Online Product You Have

With various QuickBooks products available, it is important to know which QuickBooks Online product you have. By understanding your QuickBooks Online product, you can make informed decisions, access appropriate support resources, and leverage the software to its full potential, ultimately contributing to the financial success of your business.In this article,...

Business owner and accountant exploring 1099 forms in QuickBooks

How to Create and File 1099s in QuickBooks Online

As a business owner, it's important to understand your tax obligations and reporting requirements. One key aspect is the issuance of 1099 forms to certain vendors or contractors. QuickBooks Online provides a streamlined process for setting up and managing 1099 reporting, making tax time less stressful. In this article, we will...

Delighted accountant waiting to be invited to QuickBooks Online

Inviting Your Accountant to QuickBooks Online

Whether you need help with running year-end financial reviews or preparing your business's tax returns, having a reliable and skilled accountant by your side can make a difference. The good news is that collaborating with your accountant has become easier and more efficient than ever before with QuickBooks Online. In this...

Business owner checking a sales receipt created in QuickBooks

Sales Receipts in QuickBooks Online Explained 

Sales receipts in QuickBooks Online play a vital role in recording sales transactions, particularly for businesses that receive immediate payment at the point of sale. By learning how to create and use sales receipts in QuickBooks, businesses can efficiently track and document their sales transactions and provide customers with proof...

Business owner and account discussing about detail reports in QuickBooks

Working with Detail Reports in QuickBooks Online

Whether you want to analyze your spending habits, monitor sales, or track inventory levels, detail reports can provide you with meaningful insights into various aspects of your business’s health. Detail reports are important for various types of businesses, including retailers, service-based businesses, eCommerce, and manufacturing businesses.In this article, we will...

Team members discussing about summary reports in QuickBooks

Working with Summary Reports in QuickBooks Online

Whether you need to get a high-level view of your business's income and expenses or profitability by product or service, summary reports can provide you with valuable insights. Summary reports condense detailed transactional information into meaningful summaries, making it easier to analyze trends, track performance, and make informed decisions. In this...