QBO Payroll wished me happy birthday! I love the friendly messages QBO pops up occasionally. Today is my birthday, and my Employee Center has a little birthday cake on it!
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The New Reclassify Tool!
The New Reclassify Tool! Bookkeepers and Accountants using QuickBooks Online for Accountants (QBOA), I am delighted to announce that Intuit is rolling out an enhanced Reclassify Tool for QuickBooks Online. If you don't have it yet, you will soon! (Business...
The Overview Tab
QuickBooks Online for Accountants: The Overview Tab Look What I Found! This technique is for the QuickBooks Online for Accountants version, as well as QuickBooks Online Advanced. If you’re a business owner using QBO Simple Start, Essentials, or Plus…move along,...
QuickBooks Payments and the New Deposits Tab
QuickBooks Payments and the New Deposits Tab Look what I found! If you use QuickBooks Payments for your QuickBooks Online (QBO) merchant services, you're in for a treat. Now there's an easy way to monitor your QB Payments deposits, and access your Statements. Deposits...
QBO: Troubleshooting Payroll: Paid from the wrong account
QBO: Troubleshooting Payroll: Paid from the wrong account If you have two Checking accounts, and you run Payroll out of the wrong account, it's tricky to fix. You can tell this happened when you see Payroll transactions in both Checking accounts: QB Payroll ran it out...
QBO’s New Receipt Capture
QBO’s New Receipt Capture! Look What I Found! You’ve long been able to use the QBO app on your smartphone to take pictures of receipts to add them to your QuickBooks Online file, but you had to type in all the information with your thumbs. That was time-consuming and...
QuickBooks Online (QBO) Keyboard Shortcuts
QuickBooks Shortcuts 101 Look What I Found! Even though QuickBooks Online is browser-based, it has a robust set of keyboard shortcuts so that you don't have to take your fingers off the keyboard. Every time you use these tips and tricks to enter dates, those seconds...
QBO’s Price Rules
Look what I found! In QBO, if you charge different prices to different types of Customers, you no longer have to track who gets what pricing by using the Notes, or an external document. Instead, turn on Price Rules! This flexible tool allows you to: Charge different...
QuickBooks Connect Conference: Why I Go
QuickBooks Connect Conference It’s taken me a week to decompress from my fourth QuickBooks Connect. It’s one of my favorite conferences, not just for the accounting industry, but of all those I’ve attended throughout my career’s various endeavors. As always, the...
How to Downgrade QuickBooks Online Plus Files to Essentials or Simple Start
When you create an account in QuickBooks Online, your initial decision is which version to use. In the past, if you started with Simple Start or Essentials you could step up as you needed more features, but if you started with with all the features, there was no way...