Category Archives: QBO

How do I create a budget in QBO?

Budget in QBO

One of the best goals for a new year is to plan a budget for your business. You already know the reasons why a budget is a good idea. You may even have a draft budget ready to go. But adding the budget into QBO (QuickBooks Online) seems overwhelming and difficult. How can you create […]

When should I use classes in QBO?

Classes QBO greenhouse

Most business owners do not like reading financial reports. That is why they hire us! You know your financial statements will help you make better decisions, but they are so difficult to understand. Is there a way to see the parts of the business that matter the most to you? One way to solve this […]

How do I accept bank transactions in QBO?

accept bank transactions

You may be new to using automatic bank feeds in QuickBooks Online (QBO). Is accepting transactions in QBO any better than how you manage your books now?   Absolutely! In this article, we discuss how to navigate bank feeds through the Banking dashboard and how to accept transactions into your books. We will also share why […]

Should I switch to a new accounting platform?

Online accounting platforms are meant to relieve some of the anxiety of running a business. But often using the wrong platform means you’re left pulling your hair out in frustration or plagued with uncertainty about the future. At Beyond, we want all our clients to feel the ease and assurance that good accounting provides. That’s […]

What are the differences between QuickBooks Desktop and Online?

field differences between qbd and qbo

You have been using QuickBooks Desktop. You feel comfortable with the features and the program has worked well for your needs. But your life has changed and you would like more flexibility with your accounting. Should you switch to QuickBooks Online? Are the two products the same? Are there differences between QuickBooks Desktop and Online? […]

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 […]