Capture expenses on the QuickBooks Online Mobile app directly into your accounting software. Its SO easy and can keep you so accurate — become “audit proof” by attaching photos of receipts right to QuickBooks. Please stop stacking receipts on your desk to file! There is zero efficiency in that. Use the tools small business now has available to get your biz automated! and mobile!
Sending invoices to your customers? The next – best – step is to enter customer payments. This 2″ video shows how to receive payments to close out invoices, and how to turn them into bank deposits.
Add a logo! Use your colors! Pick a style! Brand, brand, brand your business!
Known as the “item list” in the old QuickBooks desktop software, the Products list in QuickBooks Online is where the items “live” that you enter on customer invoices
Recurring Transactions are an absolute time saver! I personally used to spend nearly an hour a day on billing and other transaction entries. Utilizing the Recurring Transactions feature in QuickBooks Online, I hardly spend any time on this arduous chore. Make Sales Orders scheduled Recurring Transactions and they will automatically send to customers at pre designated times. Make Sales Orders unscheduled Recurring Transactions and you will have a premade template ready for fast updating every time you bill the customer. Monthly transfers and automatic payments can be automatically entered – even a few days early to assist with cash flow planning.
https://youtu.be/aHozuajp66A
Often times people think the need for bank & credit card reconciling is eliminated with the use of downloaded/imported transactions. This is 100% not true! Reconciling remains the only way to ensure the accuracy of your accounts; its just a whole lot easier when you download/import transactions! This 5 minute job is an absolute must for bank and credit card accounts.
https://youtu.be/0Vcbd3VFTXU
You are not alone! Invite your Accountant as an additional user of you QBO account: real time collaboration with QuickBooks Online means you can call your Accountant or Bookkeeper to the rescue!
https://www.youtube.com/watch?v=hy6a4gNVHaI
https://www.youtube.com/watch?t=44&v=48QBRQdyRmU
https://www.youtube.com/watch?v=2yato26_aUw
