Want to link your credit card or bank account to QuickBooks Online? This is a nice idea, but not as automatic as it sounds.
Read MoreHow To Link Banks & Credit Cards to QuickBooks Online
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QuickBooks Online Changes Often
The good news is that QBO is continually tested and it is improving. The bad is that the learning curve is, and will be, long and shallow.
Read MoreHelp! I Can’t Email Invoices Out in QuickBooks Premier 2020
QuickBooks is getting serious about expired software and they are trying very hard to move everyone to a subscription product.
Read MoreAre You Using QuickBooks’ ‘Ask My Accountant’ Feature?
QB has a very useful feature for organizing questions called Ask My Accountant.
Read MoreAsk the Accountant: Navigating the ‘Chart of Accounts’
Ask the Accountant… Question: Can I use the QuickBooks Online Plus Chart of Accounts that is included in the program? Answer: Yes, but it is a poor format for our industry. QuickBooks is a wonderful product and is the No. 1 accounting software for a small-to-medium-sized businesses. It is used by a wide range of…
Read MoreManaging Users on QuickBooks Online Plus
Ask the Accountant… Question: How many users do I get with QBO Plus? Answer: QBO Plus allows up to five users. You can invite your accountant or bookkeeper to be a user by sending an invitation to their email address. But, if you are using a different QuickBooks product, be sure to read the fine…
Read MoreWas Your Migration to QuickBooks Online Blocked? Here’s Why
Ask the Accountant… Question: I have had a QuickBooks Online account for a few months to play with and see how I liked it, but I was told I could not send data from my QB Premier file into that QBO after 60 days. Is that true? Answer: Yes, it is true. Once you have…
Read MoreAutomatic Downloads of Data: Is It Possible?
Ask the Accountant… Question: Is there anything I need to do if I have my bank and credit card data automatically downloaded into QuickBooks? Does all the information just get recorded? Answer: That sounds lovely, but it does not work that way, unfortunately. It is just a big dump of information into your QuickBooks, and…
Read MoreHow Can I Solve These QuickBooks Problems?
Ask the Accountant… Question: My QB Premier is having problems. Can you suggest anything to try to fix this? Answer: The problem might be that you are missing an update. Go to Help > UPDATE QuickBooks Desktop > Update Now. This will download and install any updates you don’t yet have, provided your QB Premier…
Read MoreMeet Amy Williams: Attorney and Promotional Distributor
Ask the Accountant… Question: I get frequent requests for names of accounting or legal professionals “who know our industry.” They are few and far between. I was recently introduced to an attorney who indeed “knows our industry,” and you might want to meet her. Answer: Amy Williams is an attorney who is also an ad…
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