July 2023

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 shaking hands with a vendor

Vendor Management in QuickBooks Online Explained

Efficient vendor management is essential for maintaining strong business relationships, optimizing purchasing processes, and ensuring financial accuracy. QuickBooks Online, a popular cloud-based accounting software, offers powerful tools and features to help you effectively manage your vendor relationships—from creating and tracking purchase orders to organizing vendor information.In this article, we’ll discuss...

Business owner delightedly holding a cash

Using the Cash Flow Planner in QuickBooks Online

The Cash Flow Planner in QuickBooks Online is a powerful tool that helps companies gain insights into their financial health, forecast cash flow, and effectively plan for their business. By leveraging this tool, you can enhance your financial planning, optimize resource allocation, and steer your business toward sustainable growth and...

Team members creating a budget in QuickBooks Online Advanced

Can I use QuickBooks Online Advanced for Effective Budgeting and Forecasting?

Budgeting and forecasting are crucial aspects of running a successful business. However, traditional budgeting methods can be time-consuming, prone to errors, and lack the flexibility needed to adapt to changing business conditions. This is where QuickBooks Online Advanced steps in. From creating budgets and tracking actual performance to analyzing variances...

QuickBooks Online user learning some QuickBooks tips and tricks

Bookkeeping Tips & Tricks for QuickBooks Online

With QuickBooks Online, you have a powerful tool at your disposal to simplify and streamline your bookkeeping processes. However, you must know the valuable tips and tricks and best practices to be able to get the most out of QuickBooks Online. Regardless of your business size and type, the following...

June 2023

10 Best Reasons to Move from QuickBooks Desktop Pro to QuickBooks Online 

10 Best Reasons to Move from QuickBooks Desktop Pro to QuickBooks Online 

When a business begins to outgrow the capabilities of QuickBooks Desktop Pro, it often realizes the need for a more advanced and scalable solution. This realization often occurs when the business experiences increased transaction volumes, expands its operations or requires more sophisticated reporting and collaboration features. At this point, transitioning...

Team members discussing QuickBooks Payments in QuickBooks Online

From Sales to Revenue: Understanding the Integration of QuickBooks Payments and QuickBooks Online

QuickBooks Payments and QuickBooks Online offer a powerful integration that seamlessly connects sales transactions with financial management. From automated payment processing to faster payment collection and streamlined reconciliation, this integration provides businesses with useful tools to seamlessly convert sales into revenue while simplifying their financial management processes.In this blog post,...

Team working on QuickBooks Online and Salesforce Integration

Using QuickBooks Online Advanced and Salesforce Integration

The integration between Salesforce and QuickBooks Online Advanced enables small to medium-sized businesses to streamline their sales and accounting processes by connecting two powerful platforms. By bridging the gap between sales and accounting, this integration revolutionizes the way businesses manage their data, enhance customer relationships, and drive financial success.In this...

Business owner connecting his credit card account to QuickBooks Online Advanced

Banking Features in QuickBooks Online Explained

When it comes to managing your business finances, QuickBooks Online's banking feature stands out as a game-changer. This robust feature allows you to seamlessly integrate your bank accounts and leverage advanced tools to optimize your banking and cash management workflows.QuickBooks’ banking feature offers a range of capabilities designed to streamline...

QuickBooks Online Advanced and Centage Planning Maestro integration

How to Use Centage Planning Maestro with QuickBooks Online Advanced

Budgeting and forecasting are essential components of any successful business, regardless of size or industry. However, creating accurate budgets and forecasts can be a daunting task, especially for businesses that lack the resources or expertise to perform this task effectively.When used together, QuickBooks Online Advanced and Planning Maestro by Centage...