Category Archives for General Tips

Quickbook Online’s New Look

Did your eyes pop like this Geiko when you saw the new look last week of QBO (QuickBooks Online)?  Did you struggle to find your customer or vendor list?  Well, according to the numerous posts I viewed on Intuit’s Community forum, you were not alone.  See here for details.​So, what can you do about it? […]

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Paying vendors less than what is owed

paying vendors

Paying vendors in QuickBooks online.  Do you feel like this guy? Simply put.  Enter the bill.  Pay the bill.  You can access paying them either from the vendor page or from + pay bills.  But what if you want to pay them less than what is due?   Maybe you are having a disagreement and want […]

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Bank Feed-Connecting for the first time

bank feed

Connecting QuickBooks Online to your bank account and bank feed can as tricky as hand feeding a seagull.   Actually, feeding the seagull may be easier.  Part of the issue is the initial connection to the bank will produce an instant “opening balance equity” account transaction with your bank balance as of 90 days ago.   For […]

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Accounts Receivable and QuickBooks Online

accounts receivable

Accounts Receivable can be a bit confusing.   When someone is new to bookkeeping, it can make quite a mess of your records.  Especially if you do not follow the appropriate steps.   Just like putting two pieces of the puzzle together, it is important to create the invoice and enter the customer payment. The pain point […]

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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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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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