Category: QuickBooks Online
Job Costing in QuickBooks Online – Sub Customer Method
Yes, I swear it can be done. I even have a way to get Estimates vs. Actuals. The official party line is that QuickBooks Online does NOT do job costing. Intuit states: “Currently, QuickBooks Online does not offer a specific job-costing feature…”, but there are a couple ways you can set up Job Costing in [...]
QuickBooks Online–Changes for May 2013
Here’s a quick look at some recent, and upcoming, changes to QuickBooks Online. Some of these are already available, some will be coming out in the near future. Many of these features are found in, or linked to, QuickBooks Online Accountant. Create a New Company for your clients from within QuickBooks Online Accountant. A link [...]
Cloud Accounting with QuickBooks Online–The Details
I introduced you to QuickBooks Online (QBO) in our prior article (QuickBooks Online Overview), now let’s dig in a bit deeper. In our attempt to come up with a standard for comparing online accounting systems, we (Doug Sleeter, MB Raimondi and myself) came up with a list of features that we would like to see [...]
Cloud Accounting with QuickBooks Online–An Overview
As a part of my ongoing series of articles on cloud accounting programs for small businesses, lets take a look at QuickBooks Online. It’s been around for awhile, it’s from a company that has a big presence in the small business accounting market, it’s one you are going to run into often. Intuit is making [...]
Considerations for Converting from QuickBooks Online to Desktop
So you’ve made the decision? You really must switch from QuickBooks Online to Pro, Premier or Enterprise? You probably think I’m disappointed, but I promise, I’m not. I totally understand and I’m here to help you make the transition. As I previously mentioned, there are just some things that QuickBooks Online (QBO) can’t do that [...]
Intuit’s Direction for QuickBooks Add-On Software–Online!
Let’s face it – Intuit can’t create a feature for EVERY requirement that a business will have when using QuickBooks and QuickBooks Online. To that end, they provide several programming interfaces that independent software developers can use to create products that expand the capabilities of QuickBooks. We call these “third-party add-on” products. Intuit is changing [...]
QuickBooks Online for iPad
Inuit recently released a QuickBooks Online app for the iPad. Let’s take a look at what it can do. Keep in mind that this is “version 1.0” of the app, and I always tend to be a bit cautious about the first release of any Intuit product. QuickBooks Online for the iPad is a free [...]
Checklist for Converting from QuickBooks Desktop to QuickBooks Online
Thinking of making the change from QuickBooks Pro, Premier, Enterprise or even Mac to QuickBooks Online? Read this first. I want to say, if you are considering this switch: YAY! Most of the people in the QuickBooks community know that I’m sort of a fan, so I’m always excited to hear about one of my [...]
Comparing QuickBooks Desktop with QuickBooks Online
Intuit is placing an increasing emphasis on QuickBooks Online, but it isn’t a product that all accounting professionals are familiar with. Many of us have been working with QuickBooks Desktop (for Windows) for years and that is our comfort zone. Intuit keeps on trying to push us out of that comfort zone. My viewpoint on [...]
QuickBooks Online Document Management with SmartVault
For many businesses Document management is a key function. You need to store important documents securely, and in a way that lets you retrieve them easily. You need to be able to access them while you are in your office as well as when you are traveling. You need to easily share documents with clients, [...]
How to set up 1099 tracking in QuickBooks, QuickBooks Online, or Xero
Form 1099 MISC is a Federal “information” tax return that all businesses must produce for every non-corporation vendor (individual, partnership, or estate). Today we’ll talk about how to set up your 2013 1099′s in QuickBooks for Windows, QuickBooks Online, and Xero. See my post about using Track1099 for details on preparing, e-delivering, and e-filing FORM 1099. [...]
QuickBooks Online Document Attachments
Intuit recently introduced a document attachment feature for QuickBooks Online. Let’s take a look at what you can, and can’t, do with this feature. Note that we are saying “document attachment” and not “document management”. There is a world of difference. Attaching a document to a transaction or record in an accounting system can be [...]
Converting a QuickBooks Windows File to QuickBooks Online
Intuit has recently started introducing a new procedure for converting a QuickBooks for Windows (desktop) file to QuickBooks Online. They refer to it as “three clicks in three minutes or less”, and it provides a streamlined method of converting your file to QuickBooks Online that is being rolled out in QuickBooks 2010 through 2013. Let’s [...]
QuickBooks Online–Changes for December 2012
Here’s a quick look at the changes that you’ll see in QuickBooks Online in the release coming out in December 2012. These will be rolled out in two waves – some users will see these starting on December 13 (you are the lucky ones who get to test this!), the rest will see these on [...]
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