QBO Monday Minute

What's better than sliced bread? Or chocolate cake? See why Insightful Accountant contributing writer Liz Scott says it's the new enhancements to the Reconciliation feature in QuickBooks Online. more

Sep 26, 2016 12:05 AM General Ledger 6 Comments

Needing to change your on-line account passwords? Maybe you've created passwords so complex you simply couldn't remember them? Here are some ideas that might help when it comes to QBO and QBOA. more

Aug 28, 2016 7:56 PM General Ledger 2 Comments

A key selling point of QuickBooks Online is data security, integrity, redundancy and in-product back-up functionality. But what about a worst case scenario like the intentional destruction of your QuickBooks Online Data by an authorized user? more

Aug 21, 2016 9:54 PM Vendor Corner 5 Comments

Ever wanted to turn an Estimate into a Purchase Order? Here are the steps to turn an Estimate into a Purchase Order automatically in QuickBooks Online Plus. more

Jul 24, 2016 11:05 PM General Ledger

No matter the reason, sometimes it’s necessary to convert a QuickBooks Online company file to a QuickBooks Desktop company file. more

Jul 10, 2016 9:49 PM General Ledger 1 Comments

This change in QBO permits the user to create a traditional email, and posts the copied link inside it, which is recognized and placed in the recipient's inbox, instead of dumping the prior email(s) from Intuit into spam. more

Jun 26, 2016 3:55 PM General Ledger

QuickBooks Online Expanded view for the Vendor Center is one of the newly rolled out standard features. more

Jun 19, 2016 2:59 PM General Ledger

Part of the Magic of QuickBooks Online is Bank Feeds, so each time there is a role out of new features impacting Bank Feeds, I get excited! Check out what's new. more

Jun 12, 2016 9:53 PM General Ledger 1 Comments

Not only can you now toggle between companies while working in the QBO App, but you can easily use the other great features of the QBO App, like recording expenses. more

Jun 6, 2016 1:17 PM General Ledger 1 Comments

I challenge you to think about Apps in a different light. more

May 29, 2016 10:40 PM General Ledger 1 Comments

Think of 'Recurring Transactions' as your QuickBooks Online 'go to automation' process. This article shows you how. more

May 22, 2016 9:30 PM General Ledger

QuickBooks Online makes it as easy as 5 Steps to manage, add, or adjust, User types, permissions and access rights. more

May 8, 2016 9:38 PM General Ledger

There has been concern over the disappearance of the ProAdvisor Portal using the New Navigation Bar available with QuickBooks Online Accountant version, now we know why. more

Apr 24, 2016 9:32 PM General Ledger 3 Comments

The Your Books inside of QuickBooks Online Accountant has been left for you to decide how you want to use it. May we suggest a 'testing playground'. more

Apr 17, 2016 8:54 PM General Ledger 3 Comments

Major enhancements to the QuickBooks Online iPhone/iPad App were released last month, one of them involves 'banking features', we will see how 'great' they are in this short review. more

Apr 10, 2016 8:50 PM , , , , , General Ledger

It's like a party celebration in my practice, because now there is a new way to group things together in QuickBooks Online. more

Apr 3, 2016 8:10 PM General Ledger 2 Comments

Don’t growl at the 6 digit login security code, just Turn-on Two-Step Verification. This feature benefits the user who wants to change the way they retrieve the 6 digit code, switching from an email to a text message. more

Mar 20, 2016 8:16 PM General Ledger

Closing the Books is like closing the door – You’re saying I’m finished in that room and have moved on. more

Mar 13, 2016 4:25 PM General Ledger

Recently there has been a lot of discussion about the ability, or inability, to import QuickBooks files from QB-Enterprise to QuickBooks Online. Here are Seven Steps and some tips to get you there. more

Mar 6, 2016 4:25 PM General Ledger 2 Comments

This article is designed to outline the possibilities available using the Trail Balance Tool in QuickBooks Online. Sometimes just being familiar with a tool empowers you to go on and do more. more

Feb 21, 2016 8:00 PM General Ledger

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