By Amanda Karen | CrunchSum
You’ve done it. You’ve successfully imported your QuickBooks desktop company file to your new QuickBooks Online account. Congratulations! But, now what do you do? How do you know that your data imported correctly? How do you know that your data is accurate?
Save yourself time and many potential future headaches by following a few key tips listed below!
By Amanda Karen | CrunchSum
Recently, I was sitting in a local coffee shop and unbeknownst to me a bookkeeper was sitting next to me waiting for her new client to arrive. Once he finally arrived, one of the first items he inquired about and expressed interest in was whether the bookkeeper was able to offer services online, i.e. by utilizing a cloud-based accounting solution. However, the bookkeeper was not a well-versed user of such accounting solutions as QuickBooks Online, and therefore was really pushing him towards using a QuickBooks desktop version. It took everything in me to not interject “CrunchSum offers web-based bookkeeping services and utilizes QuickBooks Online!”.
“Do you wish more bookkeepers used QuickBooks Online?”
By Amanda Karen | CrunchSum
When using QuickBooks Online, you may discover in your Client/Customer Center that you are tracking sales related activity for the same client/customer under two different names. In this post we will discuss how you can eliminate this duplication and merge the two client/customers into one.
By Amanda Karen | CrunchSum
In QuickBooks Online you can either choose to use cash as your reporting basis or accural. Each method is discussed in more detail below including the impact that each has on your financial reporting. The main differences lie in when sales and purchases are recorded.
By Amanda Karen | CrunchSum
Your QuickBooks Online user experience just got better with the release of the QuickBooks Online iPad app. Now you can access your QuickBooks Online financial data on the go right from your iPad, enabling you to provide your customers with an even better customer service experience.
Editors Note: We are excited to introduce guest blogger, Karen Magno (@TransactionPro), principal at Baystate Consulting.
By Amanda Karen | CrunchSum
QuickBooks Mobile is a great app that you can take advantage of to help manage your business bookkeeping on the go. This app pairs well with QuickBooks Online and nicely adds to the anytime, anywhere convenience that QuickBooks Online already offers.
