August 2023

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...

Business owner and accountant discussing about estimates in QuickBooks

How to Create and Manage Estimates in QuickBooks Online

For businesses that provide goods or services, creating accurate estimates is essential for securing potential clients and managing project costs effectively. QuickBooks Online offers a robust feature for generating estimates, enabling businesses to provide professional quotes to clients and potential clients while tracking project profitability. In this article, we will guide...

Accountant setting up advanced settings in QuickBooks

How to Set up Advanced Settings in QuickBooks Online

In addition to its basic setup options, QuickBooks Online provides several advanced settings and time-saving features that help you customize the software to your exact business needs. From selecting the fiscal year and accounting method and customizing the chart of accounts to selecting currency options, these advanced settings are designed...

July 2023

Manager reviewing employee expenses in QuickBooks

Expense Claim Management in QuickBooks Online

Proper expense claim management is essential as an essential aspect of managing a business. it ensures that your employees are reimbursed accurately for business-related expenses while maintaining transparent and auditable records. QuickBooks Online offers robust features for expense claim management, allowing businesses to streamline the reimbursement process and enhance financial...

Managers reviewing billable expenses in QuickBooks

How to Make Expenses Billable in QuickBooks Online

There are some instances where making expenses billable becomes necessary. By marking expenses as billable, businesses can pass these costs on to their clients, ensuring that they are properly reimbursed for the out-of-pocket expenses incurred during the course of their work.In this blog, we’ll explore when and how to make...

Accountant checking files of transactions to import to QuickBooks

How to Upload Bank Transactions Manually to QuickBooks Online

One of the most notable features of QuickBooks Online is bank feeds. It allows you to connect your bank and credit card accounts so that you can automatically import your transactions. However, there are some instances where automatic import isn’t available, and the best option is to upload your transactions...

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...