Category Archives: Help

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 […]

Forecast for Success

compass forecast for success

You work hard and your business is stable and growing, but in these uncertain times, it feels like no business is safe. Forecasting helps alleviate anxieties about the future security of your business. Our founder, Cindy Hovig, recently gave an interview on forecasting and how small business owners can benefit. Understanding Forecasting Jess: What exactly is forecasting?  […]