There is a common question that keeps surfacing across social media, “How do I copy the data from one QBO Subscription to a new one?” This request usually has one of these reasons: Prior bookkeeper is not playing nice, not responsive, or dead (it happens!!) Not in the Right version Promotional Pricing falls off during an upgrade or downgrade. User …
Evolution of QuickBooks Online and QuickBooks Online Accountant Experience
Intuit Quickbooks announced the Evolution of QuickBooks Online and QuickBooks Online Accountant Experience Plus Enhancements to QuickBooks Online Advanced in January. Intuit is focused on providing meaningful updates to its QuickBooks ecosystem of products and services for small businesses and accounting professionals to help them save time and put more money in their pockets. New updates this month include new features and experiences within …
How To Setup QuickBooks Online Recurring Billing
Big News! You can now set up auto recurring billing to your customers using their credit card or ACH method of payment. Here are the steps required to set up this feature: Step 1: At the top-right of QuickBooks Online, click the Company/Gear icon and select Recurring Transactions. Step 2: From this selection, click the “New” button, then select Sales Receipt …
The Great Debate: QBO vs. QBDT
Which Version is Best for Your Business? QuickBooks Online QBO (Quickbooks Online) is a cloud based accounting system designed for multiple platform users. You need to have access to the internet. Version specific features: Multi user access, tracking of: inventory, purchase orders, accounts payable, accounts receivable, estimates, class/departments, 1099s, sales tax, invoices and number of canned reports (not industry specific). …
Working with Employee Records in QuickBooks Online
Payroll requires countless details about each employee. QuickBooks Online will walk you through the process of entering them. If you’ve only been on the receiving end of a paycheck, you may not know just how much prep work went into your neatly-organized paystubs. Those official-looking columns of numbers that described how much you earned and how much was taken out …