Hidden things in QBO Accountant

more hidden things

Continuing with my favorite topic, more hidden things…this time in the QuickBooks (QBO) Accountant’s version.  Including “where did the select all box go” in the Reclassify Transactions function?  Just like this kitty is peeking around the corner, lets investigate a new list of more hidden things.  Some day, I’ll have to photograph my mascot here […]

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Correct beginning balance in QBO

correct beginning balance

Beginning Balance off?  How do you get the correct beginning balance? You think to yourself, “I don’t remember changing any cleared transactions? How can it be off?”  And then you think, “How the the heck to I put it back?”  Do you need these binoculars to search for the answer????Correct Beginning Balance:  Find your differenceSo […]

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Duplicate transactions in bank feeds

duplicate transactions bank feeds

Duplicate transactions in bank feeds.  Just like this beautiful couple of Latte’s they happen.  Probably one of the most important reasons to reconcile.  If you just willy-nilly enter them into QuickBooks Online (QBO), you may be setting yourself up for disaster–in the form of duplicate expenses and/or duplicate income.  Duplicate transactions:  Why do they happen?The […]

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Review, In QuickBooks, Excluded….

Review, In QuickBooks, Excluded

Online banking has three tabs, Review, In QuickBooks, Excluded.  What does each of these mean in QuickBooks Online (QBO)?  Just like this guy who is confused or pondering life, it seems to be an area of confusion for users of the product.  We have a lot of functionality right at our fingertips in the banking […]

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Intuit’s Community Forum – Users Helping Users

community forum

Did you know that Intuit Community Forum existed?   It is just a click away from your program.  Note that it is a user-to-user forum.  Yes, there are experts there.   And Intuit employees.  And moderators.  But not all “advice” given is accurate.  But I would have to say from what I have seen, a good […]

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502 bad gateway – QuickBooks Online

502 bad gateway

So you go to log into QuickBooks Online and you get a blank page that says “502 Bad Gateway”.What do you do?  You cannot log in!  Arggghhhh! QuickBooks!!!!  You google “502 Bad Gateway” and wikipedia says “The server was acting as a gateway or proxy and received an invalid response from the upstream server.” There […]

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Privacy and QuickBooks Online


Privacy.  Super important to all of us who use the web.   I recently saw a post on the forum where someone’s computer data was held for ransom.   Horrible for this person.  Ransomware is a type of malicious software that blocks access to the victim’s data and threatens to publish or delete it until […]

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Advanced Search feature in QuickBooks Online

advanced search

The advanced search feature in QuickBooks Online is definitely one of my favorite features.  I love the versatility of it and I love how well it works.Of course, clicking in the search box has it’s benefits as well, but I find I have much more success with clicking the advanced tab and fine tune filtering […]

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