Sending QuickBooks Info to Accountants

Written By: Jennifer Amos    QuickBooks allows you to easily send your QuickBooks information regardless of whether you are using the online or desktop version. Below are some helpful instructions below.   QuickBooks Online: QuickBooks Online allows you to invite an accountant to view your QuickBooks Online file through email: Click the Gear icon on the… Read More


Creating Product and Service Records in QuickBooks Online

QuickBooks Online is good at managing and tracking inventory – as long as you’ve created thorough records.   When you first started your business, you might have been able to keep track of your merchandise by counting manually. But as you and your product list grew, this became impractical. You might have recorded it all… Read More


Getting Ready for Payroll in QuickBooks Online

Taking on your company’s payroll with QuickBooks Online? Knowing what you’re up against ahead of time will make your setup tasks much easier. Payroll is probably the most complex element of small business accounting. Not only are you directly responsible to your employees, but you also have to make sure you’re handling everything related to… Read More


Settings Up Sales Tax in QuickBooks Online

Sales tax is one of the more complicated concepts supported by QuickBooks Online. QuickBooks Online was designed for you, the small businessperson. You’ve probably discovered that many of its features are fairly easy to use from the start. But just because QuickBooks Online can do something doesn’t mean you should attempt it on your own. Sales tax is… Read More


Creating Customer Statements in QuickBooks

Invoices not being paid promptly? Customers questioning their payment history? Create statements.   Let’s say you have a regular customer who used to pay on time, but he’s been hit-and-miss lately. How do you get him caught up? Or, one of your customers thinks she’s paid you more than she owes. How do you straighten… Read More


Need to Set Up Users in QuickBooks Online?

Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits. One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed copy that you’ll store on your hard drive…. Read More


Your First Hour with QuickBooks Online

Whether you’re just launching a business or you’re going online with an existing company, take some time to get acquainted with QuickBooks Online. Your first hour with any web-based application is probably spent exploring and clicking buttons, links, and other navigation tools to get the lay of the land. QuickBooks Online should be no different…. Read More


Customizing QuickBooks Online Forms

Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online helps you create them. Your company’s “brand” can be composed of many things (and has many definitions), but it’s really about what pops into your customers’ minds when they think of you. Key components include your logo, your color scheme,… Read More


Introducing QuickBooks 2017

QuickBooks 2017 Introduction QuickBooks 2017 was built with power users in mind.  These are users that spend hours everyday in QuickBooks Desktop and do certain tasks repeatedly.  These tasks include: Creating and sending reports looking up customer and vendor information Dealing with bills and checks especially in Multi-User Mode Coordinate working with multiple users in… Read More


Can’t Keep Up with Bills? QuickBooks Online Can Help

There are more pleasant accounting tasks than paying bills, but QuickBooks Online organizes and simplifies this critical chore. How does your company keep track of its bills now? If you’re like a lot of small businesses, you’re still dealing with a lot of paper. You may have a paper or electronic calendar where you enter… Read More


Better Budgeting Using QuickBooks Online Plus

Everyone groans when budget time rolls around. QuickBooks Online Plus offers tools that simplify the process. Budget. The word evokes a sense of dread in most small business managers’ minds. Large corporations have entire teams of accountants that work on this critical element of financial planning. You, on the other hand, must go it alone… Read More


Charging for Time in QuickBooks Online, Part 2

Last month, we talked about time-tracking setup, single-activity data entry, and user permissions. This month, we’re exploring additional time-and-billing steps. By now, you’ve set up QuickBooks Online for time tracking and entered your first timed activity. If you have employees who only need to get on the site to complete their timesheets, we showed you… Read More


Tracking Products and Services in QuickBooks Online, Part 1

Inventory management requires precision, constant attention, and smart decisions. QuickBooks Online can help. If you started small with your business, keeping track of your product inventory was probably pretty easy. Maybe you kept your stock in a few boxes or a closet, and it was easy to tell at a glance what needed replenishing. As… Read More


What You Should Know About the QBO Mobile App

QuickBooks Online’s mobile app lacks some features found in the browser-based version, but it provides mobile access to tools you may want on the road. First, it’s free (except for your mobile data plan costs). Second, it’s good. And QuickBooks Online’s mobile app offers more functionality than you might expect. Available for iOS and Android… Read More


Use Recurring Transactions in QuickBooks Online

Save time and ensure that repeating transactions are processed as scheduled. You know how much time QuickBooks Online already saves you. Customer, vendor, and item records need never be entered again once they’re created for the first time. Pre-built forms use your record data to complete transactions quickly and accurately. Customizable report templates provide real-time… Read More


QuickBooks Online Multi-currency Update

With a growing global marketplace many companies need accounting software that supports a multicurrency environment.  The good news is that on August 12, 2015 QuickBooks released an update for QBO users to support multicurrency. This option is only available to QuickBooks Online users so here are some basic examples of manual conversion calculations.  (Exchange rates… Read More


Linking Bank Accounts and Credit Cards with QuickBooks Online

Many QuickBooks Online users spend hours every week manually inputting their bank and credit card transactions. There’s an easier and more efficient way to input transactions by linking your bank accounts and credit cards directly with QuickBooks Online. After your bank accounts and credit cards are linked to QuickBooks Online, all you need to do… Read More


2013 QuickBooks Unwrapped Conference

Squire and Equinox IT Services are pleased to invite you to a mini-conference to teach you how to unwrap the power of QuickBooks!  We will be covering the latest tips, tricks, best practices and newest features of QuickBooks 2014. Focus on the topics most relevant to your business with our breakout sessions following the schedule below: Agenda… Read More


Your First Hour with QuickBooks Online

Intuit’s cloud-based accounting solutions get you up and running fast. QuickBooks Online has been slowly evolving for over a decade, but one thing has remained constant: simplicity. These web-based versions – built from scratch, from the ground up – are friendlier, faster and even more flexible than the desktop editions. Whether you’re using the entry-level… Read More


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