March 2024

Team members working on streamlining their accounting

Simplifying Accounting for Service Companies: The Move to QuickBooks Online Advanced

Looking for the right accounting platform can be daunting, with plenty of options available, each promising a solution to your accounting needs. However, with Intuit's strategic shift towards cloud-based solutions and the phasing out of QuickBooks Pro and QuickBooks Premier by July 31, 2024, the decision becomes clearer. QuickBooks Online...

November 2023

Business owner exploring 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...

Team member working on email marketing

QuickBooks Online Integrates with Mailchimp to Support Your Email Marketing Needs

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...

October 2023

Team members discussing about 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...

Team members exploring how to customize email messages in QuickBooks

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...

Business owner exploring payroll reports in QuickBooks

How to Generate Basic Payroll Reports in QuickBooks Online

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...

Business owner and accountant discussing Accounts Receivable (A/R) Aging Report in QuickBooks Online

How to Run an Accounts Receivable (A/R) Aging Report in QuickBooks Online

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 Report)...

Business owner deciding between QuickBooks Online and Self-Employed

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,...

A debit card

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 you...

Team members studying Accounts Payable (A/P) Aging Reports 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 their...