Category Archives for QBO tips/tricks

Usage Limit in QuickBooks Online

Usage Limit in QuickBooks Online

This is more of a QuickBooks Community Service announcement on the announcement of new Usage Limit in QuickBooks Online. You may have become aware last week that there’s a new hyperlink on your chart of accounts page in QuickBooks Online Simple Start, Essentials or Plus. Or perhaps you navigated through the gear icon, then to account […]

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Fixing a csv file to import into QuickBooks Online

Fixing a csv file to import into QuickBooksile to QuickBooks

Fixing a csv file to import into QuickBooks Online is relatively simple.   But you will need to know what to look for and figure out how to correct the problem lines. This post and accompanying video will demonstrate how to do that.  Sometimes you just need to import a csv.  A week or so […]

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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 the […]

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QBES users and permission roles table

QBES users and permissions

When you have multiple users in QuickBooks Enterprise Solutions (QBES), it is important to set them up properly.  QBES allows for up to 30 users. You want to be sure each user is able to access the areas of the program that they need to for their particular job and be restricted from sections that […]

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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>cancelImportant Points to Note:You must be signed into your QuickBooks company as the […]

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Logo resizing in QuickBooks Online

logo

Logo resizing in QuickBooks Online was a big topic this week.   Does it need resizing?  Is it small in QuickBooks Online (QBO)?  Mine was.  It was almost microscopic.   But just like this lion is a large cat (see pic below of my mascot, Simba who thinks he is this lion), I want my logo to […]

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Copy Lists in QuickBooks Online

copy list

Copy lists in QuickBooks Online (QBO) should be easy.  You should be as excited as my kitty here that thinks he can walk on two feet as this saves so much time and data entry.  And isn’t that why we moved to QBO anyway?  My motto, less data entry = more free time to do […]

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Entering Owners Draw QuickBooks Online

Owners Draw or Owners Deposits and entering them into QuickBooks Online can be confusing.   Maybe you don’t know which account to put them in?  Or even if you should have this type of account on your books.  So, what is the difference between Owner’s Investment and Owner’s Pay?  Well, the first question you want to […]

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1099’s and QuickBooks Online

1099's

1099’s and QuickBooks Online (QBO).  Pretty easy to use.  You can set up tracking the first time you pay your subcontractor. As you add the vendor, click the checkmark “to track payments for” and enter their Tax ID. For most independent contractors, this is probably their social security number. If you don’t do this at […]

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