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QuickBooks Tips Blog

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 Class Tracking, class tracking, QuickBooks Online

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: Small Business Bookkeeping, QuickBooks Online

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

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: QuickBooks For Restaurants, Point Of Sale, QuickBooks Online

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 Cleanup, QuickBooks Online, Internal Audit, Bookkeeping Cleanup

Complete Guide to Managing Bills in QuickBooks Online

Posted by Austin Walker on Jun 22, 2016 8:30:00 AM

The knowledge of how to manage bills is completely essential to running a successful small business. This simplified guide will show you how to:

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Topics: paying bills, QuickBooks Online, Expense Management

Hubdoc: Advantages vs. Disadvantages of This SaaS

Posted by Austin Walker on May 24, 2016 8:30:00 AM

One of the cloud solutions we use for ourselves and recommend to our clients is Hubdoc. It's a secure way to digitalize your documents and be able to upload them into different softwares, including QuickBooks. This review outlines the advantages vs. the disadvantages of Hubdoc to its competitors.

When it comes to a system for managing our documents, ideally, it should be secure and organized. We should be able to look for a document when needed, easily find the one we want, and not spend so much time organizing our papers. 

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Topics: Bookkeeping, QuickBooks Online, Hubdoc, Cloud Storage

Is QuickBooks for Mac Right for Me?

Posted by Austin Walker on Apr 7, 2016 8:30:00 AM

So you have an Apple computer, you are running a business, and you are interested in getting Intuit’s QuickBooks for Mac. System-wise, you have the right computer, but is the product good enough for your business needs?
QuickBooks for Mac, also referred to as Quickbooks Pro for Mac, is the desktop version for Apple's Mac operating system. Unlike the three versions its QuickBooks Desktop for Windows (QBDT) counterpart has—Pro, Premier, and Enterprise Solutions—and the three subscription types for QuickBooks Online (QBO)—Simple Start, Essential, and Plus—QB for Mac is a simple one-version software. So, if you decide to go with QB for Mac, you don’t have to choose.

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Topics: QuickBooks, QuickBooks Online

QuickBooks Data Damage: How Bad is Your File?

Posted by Austin Walker on Mar 24, 2016 8:30:00 AM

It's the busy season. Maybe you have deadlines with the IRS or maybe you are simply catching up on your bookkeeping. Then, all of a sudden, there is this incorrect transaction in your accounting software that cannot be edited or deleted. Or your reports are out of order. Are getting error messages while working on your file. Or even worse, your company file won't open at all. This can be a major disaster. But what is going on? 

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Topics: QuickBooks, QuickBooks Online, data damage, data recovery

Making the Most of QuickBooks Online by Using Add-Ons

Posted by Austin Walker on Mar 10, 2016 8:30:00 AM

We sometimes reach the point where we have exhausted all of the features our application software can offer, but the one thing that is left to be accomplished cannot be done by our application alone. This can be very inconvenient and frustrating, especially if we are on a tight schedule and there are tons of data to be entered into the system.

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Topics: Bookkeeping, QuickBooks Online, billing, payroll