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QuickBooks Tips Blog

Tiffany Casey

Recent Posts

3 Ways to Use Expense Classes and Why You Should

Posted by Tiffany Casey on Feb 28, 2018 9:00:00 AM

When adding an expense in QuickBooks Online, have you ever noticed that little box on the right-hand side labeled “Class”? Ever wondered what it was for? It’s actually a pretty handy organizational tool if you know what to do with it. The Class field allows you to tag or label transactions that you wish to track in their own custom reports. If used properly, creating Classes will allow you to organize special expense items and break them down separately from your regular expense categories. However, if you don’t organize your Classes properly, you might wind up with just a jumble of extra labels that aren’t much help for anything.

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Topics: QuickBooks Online, QuickBooks Class Tracking, class tracking

QuickBooks Online vs Wave: Showdown between Free and Full-service

Posted by Tiffany Casey on Jan 31, 2018 9:00:00 AM

Whenever a new company breaks onto the scene offering a free or significantly discounted version of a well-known service, we all wonder...

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Topics: QuickBooks Online, Small Business Bookkeeping

Everything you need to know about the new QuickBooks Online Bill Pay

Posted by Tiffany Casey on Jan 10, 2018 9:00:00 AM

In April 2017, Intuit launched the first beta version of QuickBooks Online Bill Pay, an add-on bill pay service completely inside QBO. And since its launch, it’s caused quite a stir!

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Topics: QuickBooks Online, Bill.com, quickbooks bill pay, QuickBooks Bills

Use QuickBooks Online to Turn Year-end from Scary to Merry!

Posted by Tiffany Casey on Dec 13, 2017 9:00:00 AM

The holiday season is upon us! The jack-o-lanterns and spider webs have been packed away for another year, making way for pumpkin pies, twinkling lights, and silver bells. But for business owners, there’s still one huge spooky thing haunting them through the holidays… the Year-end Task List! BOO!

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Topics: Year End Accounting, Year End Bookkeeping, Tax Preparation For Year End, Year End Planning

4 Reasons to Integrate your POS with QuickBooks Online

Posted by Tiffany Casey on Dec 6, 2017 9:00:00 AM

A point of sales (POS) system is an invaluable part of your business. New technology has been developed into advanced POS features such as multiple-location platforms, comprehensive databases for customers and products, inventory tracking and purchasing, sale and coupon builders – and the list just keeps growing!

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Topics: Point Of Sale, QuickBooks Online, QuickBooks For Restaurants

PayPal Two Ways: How to Know if You’ve Synced your PayPal Account Correctly with QBO

Posted by Tiffany Casey on Nov 16, 2017 9:00:00 AM

Have you tried to link your PayPal account with your QuickBooks Online (QBO) account?

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Topics: PayPal, QuickBooks Bank Feeds, Certified QuickBooks ProAdvisor

Cleaning the Slate: 5 QuickBooks Online Tools for Cleaning up an Overwhelming Financial Mess

Posted by Tiffany Casey on Oct 11, 2017 9:00:00 AM

It’s happened to all of us – scrolling through screens and shuffling pages with a sinking feeling and brain-blowing headache – trying to make sense of someone else’s financial mess. While cleanup is something we’re paid for, there’s nothing more depressing than feeling like you’ll spend the next six months in a paperwork and spreadsheet prison.

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Topics: QuickBooks Online, Bookkeeping Cleanup, QuickBooks Cleanup, Internal Audit