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QuickBooks Tips Blog

QuickBooks Online Invoicing Tip: 4 Steps To Sending Invoices With Payment Link

Posted by Christina Whalen on Oct 8, 2015 7:00:00 AM

So you just made the switch to QuickBooks Online from QuickBooks Desktop and you're sending out invoices to customers; but when they receive them, there is no link to actually pay you.

There is one more essential step after you go through the approval process and get your payment limits set, before you can receive payments. You have to change the invoicing settings to include the payment link.

If you follow this detailed guide, you will ensure that your customers are getting the correct invoice the first time so you can collect on your A/R faster and make the process of paying for your services incredibly convenient. 

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Topics: Accounts Receivable, QuickBooks Invoicing, Tips Blog, Small Business, QuickBooks Online

QuickBooks Hack To Fix Accidentally Ignoring Transactions In QuickBooks Bank Feeds

Posted by Christina Whalen on Sep 1, 2015 9:30:00 AM

Have you ever accidentally ignored transactions in an upload to QuickBooks? Then later tried to upload the QBO (QuickBooks Importable file) again, only to have an error code pop up saying that they cannot be downloaded ever again? 

I have! Many times, while intending to batch add transactions, I have accidentally ignored/deleted all of them from bank feeds. This happened so often that one of our team members found a workaround for this common issue that is applicable to any version of QuickBooks Desktop with the Online Banking/Bank Feeds feature. 

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Topics: QuickBooks Tips Blog, QuickBooks Importing, Tips Blog, importing qbo, downloading qbo, QuickBooks Bank Feeds, QuickBooks Hacks

QuickBooks Video Tip: QuickBooks Efficiency Tips

Posted by Matt Roberge on Aug 4, 2014 7:00:00 AM

We wanted to provide you with some great tips on QuickBooks efficiency that you might not already know about. We sometimes forget that we know QuickBooks pretty well. When we get in front of a new client and start whipping around the program they often exclaim "How did you do that?" Without realizing it we solved an issue that had perplexed them for weeks just by us going through the motions of QuickBooks. Watch this short three minute video which gives you some quick pointers on staying efficient in QuickBooks.

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Topics: QuickBooks, QuickBooks Tips, QuickBooks Video Tips, QuickBooks efficiency, Tips Blog, QuickBooks ProAdvisor