Do you need to know how to take client deposits on work to be performed in QuickBooks® Online? What are Client Deposits? On big customer jobs, a company may take a preliminary or up-front payment, even though the work hasn't started yet. That allows the business to...
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Understanding QuickBooks Barter Transactions
QuickBooks Barter Transactions With the economy slowing for the next few months while everyone is in lockdown, a lot of people are seeing their incomes dry up. But we still need to get things done (which makes for a great time to learn more about our QuickBooks...
The QuickBooks® Online Projects Center
The QuickBooks® Online Projects Center is a new feature that fills a big gap in accounting software – how to manage big jobs from Estimates to Progress Invoicing to Job Costing. There’s nothing like it in QuickBooks® Desktop!
Clean Your Screens!
If I touch my iPhone screen, wash my hands, and then immediately touch my device again, I didn’t really wash my hands. It’s important to clean your screens!
Pay Down Credit Card in QuickBooks Online
Look What I Found! A simple way to pay down your credit card balance in QuickBooks Online! Paying off credit cards has always been a bit of a bugaboo in QuickBooks. There are several ways of working with Business Credit Cards, which I discuss in detail in my 90-minute course at http://royl.ws/QBO-credit-cards.
Managing Corporate Credit Cards
Businesses who track their credit card expenses in QuickBooks Online (QBO) have a challenge. Corporate credit card accounts like Chase, AmEx, and Bank of America have multiple cards for each employee. In QuickBooks Online, these sub cards need to be treated as sub...
QuickBooks Payments User Accounts in QBO
Look What I Found! QuickBooks Payments Merchant Services allows you to take payments when you’re out and about in the field. Do you provide onsite services, sell products at farmer’s markets, or take money at events? Not only can you swipe credit cards on the...
Payments-only User Accounts in QBO
Look What I Found! QuickBooks Payments Merchant Services allows you to take payments when you’re out and about in the field. Do you provide onsite services, sell products at farmer’s markets, or take money at events? Not only can you swipe credit cards on the...
A First Look at Tagging in QBO
Look What I Found! A First Look at Tagging in QBO Tagging is QuickBooks Online’s latest innovation. It has the potential to transform the way you use your QBO to analyze your company. Tagging is used in a variety of ways in your other software – in Gmail you tag...
Sending 1099s through QuickBooks Online’s built-in 1099 Tools
Submit your Contractor 1099s right inside QuickBooks Online. Here’s everything you need to know to work with the QBO Contractors Center.