Category: QuickBooks Online

Consultants Reference Guide

The QuickBooks Online Income List

It’s an Income List, but not an income list. Confused? Don’t be, I’ll explain how it all works. Earlier this year, the QuickBooks Online team introduced the Income List. While I understand what is intended with this list, not to mention finding it to be a huge time saver and using it, I find that [...]

| May 10, 2012 | 6 Comments More

QuickBooks Online Tips and Tricks

Since I told you about some of the latest updates to QuickBooks Online (QBO) in my last article, I thought this might be a good time to go over a few tricks that I’ve learned along the way. Some of them I’ve been using for years, and some are new to me. Using Multiple Windows: [...]

| March 27, 2012 | 8 Comments More

Have You Used QuickBooks Online Lately?

“I tell my clients to avoid QuickBooks Online” is a common post I see on QuickBooks forums, and one that I continually rush to offset. For many accounting professionals, it seems that QuickBooks Online (QBO) is a “worst case scenario” for their clients. I want to share some new QBO features that may help change [...]

| February 28, 2012 | 15 Comments More

1099s the Easy Way

Prepare, E-Deliver, and E-File All of Your 1099-MISC forms in 30 Minutes or Less If you’re sick of the hassle and costs of preparing, printing, mailing, and filing 1099 forms consider Track1099. This is a Web application that integrates with accounting software (QuickBooks Online, Bill.com, Intacct, and others) to automatically import all of your vendor details. [...]

| January 13, 2012 | 7 Comments More

QuickBooks Online Data Access and Security

I have a “thing” about data security. I think that most businesses don’t do a good job in securing their data. They don’t make backups properly, they don’t protect the data, they don’t ensure that they will continue to have access to important information,  they don’t understand what is being done with their data. Lately [...]

| January 4, 2012 | 8 Comments More

Intuit QuickBooks Online Accountant

One of the big knocks against QuickBooks Online has been the lack of support for Accountants. In the Windows desktop versions of QuickBooks we have QuickBooks Accountant for both the Pro/Premier level and Enterprise level of the products, we have the accountant’s copy feature that let’s us make adjustments and corrections, we have the client [...]

| November 15, 2011 | 15 Comments More