Smarter Numbers, Brighter Future.
Revolutionizing Accounting and Finance with AI.
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New SmartCheck in QuickBooks Labs
New SmartCheck in QuickBooks Labs Do you think your QuickBooks in top shape? Let QBO SmartCheck scan the books and tell you what they found. Currently, it lists the following items for your review: Vendors without a physical address setup Duplicate checks Checks without a payee name Large expenses that could be capital purchases Very old…
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QuickBooks Online Mobile iPhone iPad App
With QuickBooks Online Mobile App, these are key activities you can do on your mobile device (iPhone & iPad): View, add, and edit customers and sub-customers, and import them from your contacts. Add notes (with or without photos) to customers and transactions. View, create, edit, and delete estimates, invoices, payments, and sales receipts. Add expenses…
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The new Find-A-ProAdvisor experience (February 2017)
The new Find-A-ProAdvisor experience (February 2017) QuickBooks Help From the article: Back in December, we made some big changes to your ProAdvisor profile and the Find-a-ProAdvisor experience to make it even easier for you to connect with clients. We’ve made some updates, and now your clients can see your updated profile both in QuickBooks Online…
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How do I add to my bank register
This video will give you the step-by-step guide on how to enter transactions in a bank register. If you’ve just started QuickBooks Online and still wants to just add to your bank register (aka check register) like old way in QuickBooks desktop, this is the best video tutorial to watch. You can learn QBO in…
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What happens to my data after cancellation
What happens to my data after cancellation QuickBooks Help From the article: Our QuickBooks Online data retention policy allows for one year of read-only access to your company data from the date of cancellation for a subscribed account. There are other circumstances that change the length of time QuickBooks Online stores your data: …and more…
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What is a Billable user? under Manage Users in QBO
What is a Billable user? under Manage Users in QBO A billable user is a counted user from the number of allowable users (3) you can add in QuickBooks Online. It could be a regular or custom user and/or company Admin user. You will not be billed with this since it’s a feature that comes…
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When I send an email to my customers, how do they look
Here’s an example of how your customer will see the email. 1) WHEN CUSTOMER RECEIVE EMAIL a) From: Your Company Name b) Subject: Invoice Number …. from Your Company Name 2) WHEN THEY OPEN THE EMAIL. THEY WILL SEE. a) from: Your Company Name <quickbooks@notification.intuit.com> THIS, THERE IS NO WAY TO CHANGE IT. b) reply-to:…
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Partial Purchase Orders in QBO
Partial Purchase Orders feature is available in QBO plus now. You can create a purchase order for both accounts and items tabs. Item tab is more for inventory items. Account tab is an expense that adds directly to Profit and Loss. You can now receive partial shipments and the PO will remain open for back…
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Combine Billable Time on Invoice
Combine Billable Time on Invoice All you need to do is enter single time activities or weekly timesheets. Open an Invoice form from Create plus tab and select a Customer to invoice with billable time. Right side drawer will open for add to Invoice, and choose “Group Time by Service” tab. Then it will combine…
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QuickBooks Online Accounting for Sole Proprietorship Business (QBO Tutorial For Beginners)
NEW! How to use QuickBooks Online Tutorial (2022) — Navigation Setup Transactions Book Review Reports How to use QuickBooks Online Tutorial (2022) What you will learn watching this video: 1) Basic understanding of QuickBooks 2) Navigating QuickBooks Dashboard 3) Setup the Gear icon in QuickBooks 4) Managing Transactions (Creating vs. Adding) 5) Bank Feeds Transactions…