Blog - Beyond Balanced Books

Beyond Balanced Books Blog

My QBO bank feed is wrong. How do I fix it?

If you are a QuickBooks Online (QBO) user, then you are most likely familiar with bank feeds. Bank feeds are a great feature, but they can be troublesome at times. If your bank feed is wrong, how can you fix it? We list some common questions that can help you determine the source of the […]

Ivy customize invoices in QBO

How do I customize my invoices in QBO?

You are ready to create your first invoice for a customer in QuickBooks Online (QBO). But the default invoice doesn’t quite look right. How can you customize invoices in QBO? Are there any tips on what to include so that your invoices will look beyond amazing? We are here to share the basics on customizing your invoice […]

Sunset path working with beyond

What does working with Beyond look like?

You have determined that you need a bookkeeper. And you are seriously considering working with us. However, you may have some concerns. What should you expect after you complete the Get Started form? We want to make sure that we are a good fit for each other. That’s why we virtually meet with you prior […]

Steps Am I ready to hire a bookkeeper?

Am I ready to hire a bookkeeper?

You want to run a successful business but doing your bookkeeping is using up a lot of your valuable time and energy. You have thought about hiring a bookkeeper in the past, but something holds you back. Are you ready to hire a bookkeeper? Is hiring a bookkeeper more effective than doing the books yourself? […]

slow slow and steady

Four reasons slow and steady growth wins

You have worked hard, and the results have paid off- your business is showing a modest profit. You know you have the drive and determination to take your company to the next level, but you want more than just immediate results. You want your business and your employees to be happy and successful while also […]

How do I know if my bookkeeping is right?

You started a business. Things are going well and you are actually making some money. You have been doing all of the bookkeeping yourself but you really do not know if things have been done properly. How do you know if your bookkeeping is right? What can you look at to see if your books are done correctly? […]

small chest save payroll records

Do I need to save payroll records?

You may never have given too much thought to the saving of your payroll records. There will be many times that you need them. Here we will share with you our recommendations regarding the saving of your payroll records. We’ll consider the answers to these questions:. Why should you save your payroll records? When should […]

garden bank rules in qbo

Why should I use bank rules in QBO?

As a business owner, you did not start your business to do accounting (unless you are us of course!). If you are using QuickBooks Online (QBO) for your accounting, entering transactions manually is time-consuming. Wouldn’t it be great if QBO could create transactions for you? The good news is that it can – by using […]

gate 1 closing my books

Does closing my books mean that I cannot make any changes?

You have finalized your bookkeeping and have closed or locked your books for last year. But what needs to be done if you discover that something needs to be changed in your closed books? Does closing the books mean that you cannot change any of the information from the past? Closing your books protects you […]

house do I need to save bank statements

Do I need to save bank statements?

You receive bank statements every month either electronically or in the mail. Saving all your statements seems unnecessary. Do you really need to save them? Keeping your bank statements is always a good idea. What are the benefits of holding onto your bank statements? Is there any way to make statement storage simpler? We will […]

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