Category Archives: QuickBooks Online

How do I track projects in QBO?

How do I track projects in QBO house

You are running multiple jobs simultaneously in your construction business. You want to: Organize and track costs by project Bill reimbursements to your customers with ease  Ensure you are charging enough for your services But project management software seems complicated to learn and expensive to purchase. Did you know that you can track projects in […]

Do I really need bank feeds in QuickBooks Online?

bank feeds in quickbooks online

We’ve talked before about the differences between QuickBooks Desktop and QuickBooks Online (QBO). One of the biggest differences between the two systems is related to bank feeds in Quickbooks Online. Bank feeds automatically download activity in QBO and they can even categorize transactions from connected accounts. This means you no longer have to manually enter […]

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 […]

Three Apps that work well with QBO

bricks Apps that work 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 […]

I own multiple companies – What should I know?

waterfalls multiple companies

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 […]

What are Unapplied Cash Payments in QBO?

Old ledger 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 […]

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 […]

How do I customize my invoices in QBO?

Ivy customize 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 […]

Why should I use bank rules in QBO?

garden 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 […]

How can I create custom reports in QBO?

If you are using Quickbooks Online (QBO), you know their solution offers a wide selection of standard reports. While having the ability to create reports on-demand is great, what if you need a custom report? How can you create custom reports in QBO?  Financial reports tell the story of your business. You may want customized […]