RSSCategory: QuickBooks Tips/Tricks

QuickBooks 2014 R5 Released

Intuit has released the QuickBooks 2014 R5 update for the U.S. version of QuickBooks. This is available as a manual update from the Intuit support website. I expect it will be available as an automatic update in about a week from this date. This article was updated on 3/27/2014 There’s a long list of bug […]

March 13, 2014 | By | 37 Replies More

QuickBooks Online Gmail Contacts

QuickBooks Online is updated periodically, and on March 10, Intuit added a new feature where you can import your Google contacts. Let’s take a look at how the new QuickBooks Online Gmail Contacts feature works. I’ll add an invoice, and in the Choose a customer dropdown, you have an Add New link (Figure 1). Click that. Figure […]

March 11, 2014 | By | 7 Replies More

Changes to QuickBooks Online Accountant

If you’re an accounting professional and you’re working with QuickBooks Online, you should be using QuickBooks Online Accountant. If you are, there are some recent changes in the product worth looking at. I’m actually going to split this into two articles. In this one, I’m talking about how to transition from the old, or “classic,” […]

March 10, 2014 | By | 3 Replies More

Revamped QuickBooks Online Banking Page

Recently, QuickBooks Online (QBO) revamped its Banking page for the better (see Figure 1). It’s one of the areas that wasn’t updated when QBO’s new interface came out, and I’m glad they got around to doing this. When I say the new QBO interface, I’m referring to the “Harmony” version, not the “Classic,” or as I like […]

March 6, 2014 | By | 5 Replies More

Integrating FreshBooks with QuickBooks

FreshBooks is a very popular online program for small business billing, and the company recently announced a feature that will post information from FreshBooks into QuickBooks Desktop. Let’s take a look at how this new feature works and mention some alternatives you might want to consider. What FreshBooks Can Do Although the product is called “FreshBooks […]

March 3, 2014 | By | 10 Replies More

Meet Client Needs with Accounting Technology Solutions

It was a pleasure to see the responses and direct email conversations generated by my last post on The Sleeter Group QuickBooks and Beyond blog. As you give me feedback about what’s important to you, I’ll try to write on that topic if I’m able, or I’ll introduce you to someone who does know the […]

February 25, 2014 | By | 3 Replies More

Transitioning to QuickBooks Online Harmony

There have been a lot of questions about the transition from the “old” version of QuickBooks Online (QBO) to the “new” version, so I’ve been doing some digging around to find answers. Let’s take a look at Intuit’s current plan for transitioning to QuickBooks Online Harmony, and how it will affect users and accountant professionals. Classic […]

February 24, 2014 | By | 7 Replies More

CSV Secrets: QuickBooks Reports to Excel

While most users export QuickBooks reports as Microsoft Excel workbooks, I often use the comma-separated value (CSV) format instead. Doing so strips extraneous formatting from the report so that I can immediately filter a report or analyze it with a pivot table. In this article, I’ll show you how to use the CSV format to […]

February 21, 2014 | By | 15 Replies More

QuickBooks 2011 R14 Released

Intuit has released the QuickBooks 2011 R14 update for the US version of QuickBooks. This is available as a manual update from the Intuit support website. I believe this will be pushed out as an automatic update roughly a week later. Here’s what I know about it at this time: QuickBooks will no longer display […]

February 20, 2014 | By | 2 Replies More

QuickBooks Online Payroll Time Tracking Problem

If you’re using the Time Tracking feature in the new Harmony version of QuickBooks Online, time data that you enter in the time sheets will not appear in the “Run Payroll” workflow. This problem happens if you’re entering data directly as well as if you’re using a third-party add-on that posts this data. Time data […]

February 14, 2014 | By | Reply More

A Year’s Retrospective on Hosting QuickBooks with Cloud9 Real Time

In February of 2013, I wrote about how small businesses that are addicted to desktop software should at least get their mission-critical desktop software hosted in the cloud. There are currently 14 authorized QuickBooks commercial hosting companies, and they all have similar offerings. You can see the list of companies here. At The Sleeter Group, we […]

February 11, 2014 | By | 16 Replies More

Integrate QuickBooks and Ecommerce: Recipe for Success

Most everyone would agree that in order to be relevant, competitive, and highly successful, your products should be accessible both physically in stores and virtually online. Customers want the option to touch and see products in a store as well as conveniently evaluate, explore, and make the same product purchase online – two different shopping […]

February 10, 2014 | By | Reply More

TransferMate Smooths QuickBooks Foreign Currency Payments

Dealing with suppliers in another country can be complicated. You can enable the QuickBooks foreign currency feature to help, but even with that enabled, you’ll find that working with banks and foreign currency exchange rates can be frustrating. It can also be expensive! Let’s take a look at TransferMate, a product that helps simplify these […]

February 3, 2014 | By | 2 Replies More

The Inventory Cycle in QuickBooks

While the QuickBooks Home page directs the user to follow a workflow process for simple purchasing and sales transactions, there isn’t a workflow guide to follow for the inventory cycle. For example, how do users know where pick tickets come in? How about work orders? What about shipping? Here’s an easy-to-understand model we’ve created to […]

January 28, 2014 | By | 3 Replies More