Category Archives: Help

Do I need to save receipts?

For most every purchase, you receive a receipt, either paper or electronic. They pile up and you do not know what to do with them. Do you really need to save all your receipts?  In short: a resounding YES. While saving every receipt may sound tedious, the advantages far outweigh any inconvenience. Here are some […]

How do I reconcile my bank accounts in QBO?

In the past, we have shared the importance of reconciling your bank accounts.  At this point, you know you should do them. However, if you are a QuickBooks Online (QBO) user, running a bank reconciliation seems time-consuming and overwhelming. How do you reconcile your bank account in QBO? While it is true that reconciling your bank […]

How do I find the bookkeeper that’s right for me?

Puzzle find the right bookkeeper

When trying to find the right bookkeeper, it’s important to look for someone whose values match your own. Just like in any relationship, if you share the same values, your professional partnership with them will be healthy. Which values are important in a bookkeeper? Here are some of the core values we share with our […]

How do I close my books in QuickBooks Online?

How do I close dates in QuickBooks Online?

You are ready to provide your books to your tax professional and have your business tax returns prepared.  You want to know what you need to do in your QuickBooks (QBO) file to finalize the year. It is important to review your data for the year for accuracy.  But there is another step that you […]

QBO QuickTips: The QBO Dashboard

Garden The QBO Dashboard

You’re totally overwhelmed by QuickBooks Online (QBO). But guess what? You’re already doing the right thing. Asking questions about how to use it means you’ve made the good decision to move to cloud accounting. In this and coming articles, we will be discussing some of our favorite features in QBO and share some helpful tips […]