5 Things You Should Do Every Time You Open QuickBooks Online

Not all habits are bad. Here are five good ones you should develop during each QuickBooks Online work session. Where do you go first when you sign into QuickBooks Online? Sometimes, you may have a specific reason for consulting your company’s financial information: Maybe you’re checking to see whether you sent out a specific invoice? […]

How to Create Credit Memos and Give Refunds in QuickBooks

We hope you don’t have to do this often, but sometimes you need to return money to customers. Here’s how to do it. You work hard creating the products and services you sell. So it’s disappointing when someone wants their money back. Sometimes it has nothing to do with the quality of the item you […]

Setting Up Users in QuickBooks

Adding an employee? QuickBooks allows you to control his or her access to the software. Here’s how. We’ve talked before about how to keep your QuickBooks data safe from hackers, and we hope you’re still following best practices for data security. But how do you ensure the safety of your critical accounting information when you […]

Creating Projects in QuickBooks Online

Do you need to track income and costs related to projects? QuickBooks Online makes this easy – and calculates their profitability. QuickBooks Online can tell you where your money comes from and where it’s going in very detailed, customizable reports. These reports can help you determine, for example, whether you should continue to sell a […]

Customizing QuickBooks Online Forms

Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online helps you create them.  Your company’s “brand” can be composed of many things (and has many definitions), but it’s really about what pops into your customers’ minds when they think of you. Key components include your logo, your color scheme, […]

Creating Reports in QuickBooks, Part 2

Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month. QuickBooks makes your bookkeeping faster, safer, and more accurate than what you could do using a manual system. Still, you may occasionally tire of your daily tasks. You want to know what all of these forms and […]

Creating Reports in QuickBooks, Part 1

QuickBooks comes with dozens of report templates that can be run as is. This month and next, we’ll show you ways to make them “fit” your company. Reports are your reward for all that hard work you put in entering records and transactions in QuickBooks. Sure, you can always find individual invoices, sales receipts, and […]