Year-End tips for QuickBooks Online

year-end tips

Here are my year-end tips to help you save time and save money going forward for your business.  Yes, I am back singing the praises of my favorite app, Hubdoc.  But it truly is a real time-saver.   If you hate data entry, Hubdoc will do this for you.  In the video, I demonstrate two […]

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Christmas Bonus Time of Year

christmas bonus

It’s beginning to look a lot like Christmas bonus time of year!  As a business owner, this is the time of year to be looking at your records.  Minimally, the Profit and Loss report.  Most of us don’t need the records to know when the year was good or bad.   You just know it. […]

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Maximizing Bank Feeds

maximizing bank feeds

Maximizing bank feeds to it’s fullest potential is one of the best tools in QuickBooks Online.  It is by far the biggest time-saver.  I recently had to redo the entire QuickBooks data file for a new customer.  It needed to be done quickly as she needed an accurate Profit and Loss report.  The bank feeds […]

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Payroll Email settings QBO

payroll email

Payroll email settings.  Do you know where they are in QuickBooks Online (QBO)?  For certain, they are not where you would think they would be.  Logically, they should be listed in the payroll module accessed by clicking employees on the left toolbar.  This is why I have listed this item under my favorite topic, more […]

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Hubdoc, how do I love thee….


Hubdoc, how do I love thee, let me count the ways….  Yes, you have so many apps to choose from.   I am going to do a series of posts to show you how I use Hubdoc and why it is my favorite.  Recently, there have been a lot of posts on the private groups […]

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QB Assistant – new feature in QB Labs

qb assistant

QB Assistant is a new feature unveiled in QB Connect this past week.  It is still in beta testing in the QuickBooks Online (QBO) playground.  This one, on a guess, will be here soon and unlikely to go away.  So many questions?  Will this make the bookkeeper the job of the past?  It certainly is […]

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Error 9999 QuickBooks Online

error 9999

Error 9999 has got me scratching my head on the day after Thanksgiving.  Almost all of my customer’s accounts have bank feeds that are stuck from two days ago.  Why?  Let’s investigate.  The steps below are what I would normally do with an online banking error.Error 9999:  Step 1:  Click update…Click update.  You can do […]

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Sales Tax Automation in QuickBooks Online

Setting up sales tax in QuickBooks Online (QBO) could not be easier.  The most recent update to the program makes the work simple.  QBO finds your state’s rate and even connects you to the corresponding Department of Revenue’s website right from within the program.  Much of this set-up is automatic.  Of course, in some states, […]

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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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