It isn’t unusual for small business owners to get themselves very involved in the overwhelming task of “getting up to speed with the books.” Here at Precise MGMT, we regularly observe customers investing more energy than is required doing as …
TSheets’ online time cards for QuickBooks makes employees’ lives easier and payroll faster
S. Heinz Construction & Design, Inc. in Rhode Island struggled for many years to collect, decipher and manually enter employee time for payroll as well as client invoicing. Their employees were working three to four different projects at a time …
Customize QuickBooks Online Using Settings
You can start using QuickBooks Online the first time you sign in. However, your tasks will be easier and faster, if you customize it for your company. QuickBooks Online was designed to be used by a variety of business types; …
Working with Downloaded Transactions in QuickBooks Online
Downloading transactions into QBO is the easy part. You still have work to do once they’re on board. Its ability to download financial transactions is one of the five best things about QuickBooks Online. Without it, you’d spend a lot …
Setting 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 …
What Is a Vendor Credit, and How Do You Record One?
Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online. When you’re dealing with your company’s vendors, you’re probably accustomed to money flowing in one direction: theirs. Maybe you send them …
7 Best Practices for QuickBooks Online
Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions. “Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, …
Receiving Payments in QuickBooks Online
It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right? Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. …
Recording Simple Expenses in QuickBooks Online
Tracking even the little expenses is important. How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit cards? Pay online through your bank’s website? Keeping track …
Getting to Know QuickBooks Online Reports
They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions? What do you see when you log on to QuickBooks Online? Your most important business numbers represented by …