Category Archives for Customers

Managing a large client list in QuickBooks Online Accountant

managing a large client list

Managing a large client list in QuickBooks Online Accountant can seem like a daunting task?  But first, congratulations on your business growth!  The economy is rockin’ and rollin’ in the USA! People are starting businesses, existing businesses are doing better.  I honestly can say that in all my years of business cannot remember a time […]

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Getting Started in QuickBooks Online: Overview of features

getting started in QuickBooks Online

Are you just getting started in QuickBooks Online? If you are brand new to QuickBooks or to QuickBooks Online, this series of posts should help to get you to learn the program and to get up and running quickly.  You have to start somewhere, right? Today’s post and accompanying video will help you to get started […]

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Barter transaction QuickBooks Online


Barter transaction is a simple transaction in QuickBooks Online (QBO) once you know the key component to it.  The secret ingredient is the “Barter” bank account.  It is the piece you need to flow the transactions through the books.Create the bank account….Select the Gear icon and then choose Chart of Accounts.Create a new account by following these steps: […]

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