Category Archives: QuickBooks Tips

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 […]

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 […]