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Beyond Balanced Books Blog

bricks Apps that work with QBO

Three Apps that work well with QBO

You know that QuickBooks Online (QBO) offers several tools right within the software. You can retrieve bank feeds, track expenses, and even run payroll. However, you may find using these tools in QBO to be too complicated. You want to automate your accounting, but you want it to be simple. The good news is that […]

App Spotlight: Dext

You have lots of receipts and you want a digital solution that allows you to track all of your expenses in one place. You also want the solution to communicate with your accounting software. In this App Spotlight, we discuss why Dext is the expense management solution for you! What is Dext? Dext (formerly known […]

waterfalls multiple companies

I own multiple companies – What should I know?

If you own more than one company, you want to keep your accounting records clean. You likely have transactions that affect two or more companies, but you are unsure of how to enter them correctly. Many of our clients run two or more companies. If you are in this situation, what should you know about handling […]

Old ledger Unapplied cash payments in QBO

What are Unapplied Cash Payments in QBO?

You are using QuickBooks Online (QBO) and you have prepared a report in cash basis. You have noticed two strange lines on your Profit & Loss report. These are the Unapplied Cash Payment Income and Unapplied Cash Bill Payment Expense accounts. You may have wondered why Unapplied Cash Payments in QBO appear on your cash […]

door fixed asset or an expense

When is a purchase a fixed asset or an expense?

You are thinking about making a major purchase for your business. You do not know if your purchase should be recorded as a fixed asset or an expense. And you are uncertain how to enter the purchase in your books. Your understanding of the criteria to look at and the potential tax implications will help […]

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 […]

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