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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…

  • 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…

  • 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…

  • 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…

  • How do I make sure the attachments on my invoices go with email

    How do I make sure the attachments on my invoices go with email You can send an invoice with an attachment to an email address. Just to make sure that the “Attach to email” box is checked with the attachment that goes with the invoice. [wpedon id=”7748″ align=”center”]

  • 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…

  • 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:…

  • 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…

  • 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…

  • 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…

  • QuickBooks Online Tutorial for Beginners – learn how to use QBO easy way

    NEW UPDATED: QuickBooks Online Tutorial for Beginners – How to use QuickBooks Online in 2022 QuickBooks Online Tutorial for Beginners – learn how to use QBO easy way Get free QuickBooks Online QBO training with easy How-To-Use video tutorials and visual guides. Learn QBO whenever you want and at your own pace. Switching to QuickBooks…