Category Archives for QBO tips/tricks

Handling security deposits in QuickBooks

Handling security deposits in QuickBooks

Handling security deposits in QuickBooks can be a bit of a tricky transaction. In the video and corresponding post below, I outlined the steps. The key when using QuickBooks in making this transaction work is in the way you use the items. Proper setup of the items is paramount. Handling a security deposits in QuickBooks:  Create […]

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Getting Started in Quickbooks Online

Getting Started in QuickBooks Online

Getting started in Quickbooks Online may seem daunting.  How do you choose the right program?  Maybe you have always had an accounting system but it was less automated and/or manual. Did you keep your records in Excel or some other spreadsheet program? Or maybe you just used your check register. You could be a young […]

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Canceling QuickBooks Online

canceling QuickBooks Online

Canceling QuickBooks Online is the easy part. But below you will find the steps for what you should do before you cancel your subscription. This is very important even if the business has closed.  The simple steps…. The simple steps are:  Gear>Account settings>billing and subscriptions>cancel Important Points to Note: You must be signed into your […]

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