More Hidden Things in QuickBooks Online


Hidden things on QuickBooks Online…Part 2.  Here is a brief overview of the video below: Help or support:  Just click the question mark (?) on the right side of the screen.   QBO chat is fantastic and quick.  You can even request a transcript of their help to refer back to. Payroll Subscription:  If you […]

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Undo bank reconciliation QuickBooks Online

undo bank reconciliation

Undo bank reconciliation?  Does it have to be so hard? Unfortunately, it does if you don’t have access to QuickBooks Online Accountant version.  But sometimes you have to start over just like that empty picture above with a white page and pencil. Sometimes you just have to fix or repair a transaction or two.  The […]

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Using Hubdoc with credit card transactions


Hubdoc,  this is by far my favorite app to use with QuickBooks Online.  It is very easy to use and I don’t have to bother my clients for documents.  One of the best things about it is the app on the phone.  I have educated my clients (and their employees) to use it when they […]

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Downloading Old Quickbooks Desktop program

downloading old quickbooks desktop

Is it possible to download an old Quickbooks Desktop program? Yes it is!So I do live in Florida.  I have heard most of the jokes about it being “God’s waiting room”.  True, the average population is more in line with retirement age.  I sometimes have to meet with my customers in person.  They may not be […]

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QuickBooks Maintenance Updates

QBO down

It can happen.  QuickBooks needs maintenance.  Normally, it is scheduled in the evenings when we are sleeping.  This week I noticed some subscribers were having a problem getting paid with Paypal-American Express payments.  So QuickBooks became a bit slow while they worked on the system.  A little “clogged up”.  Today, I logged in and worked […]

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Self-Employed QuickBooks. Is it the right product for you?


QuickBooks Self-employed (QBSE)  is an inexpensive program designed to help the smaller self-employed individual figure out their taxes.  It is bare-boned and simple to navigate in.  This product is just a tool to track your income, calculate your estimated taxes and mileage (with the App Mile IQ) and track your income in order to process  your […]

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Tax Season Best Practices For a Smoother 2017

tax man

Whew!  2016 Tax Season is in the books…well for most of us.   Every year there are people/businesses who file extensions.  Every year I hear over and over again, “What can I do to make next tax season seamless?”  Well here are my best practices: 1.  Review:  Start by Reviewing your 2016 Tax return.  Learn how […]

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Accounts Receivable best practices

Accounts Receivable can be tricky to manage. It is time consuming. Here are a few tips that I do that may be helpful in navigating your way around QuickBooks Online.  I also show you how you can see if an email was sent and other details that are hidden in the more>audit log.

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