Jan 17, 2019

How to record credit card payments in Quickbooks Online

By | 2019-01-17T11:48:30-05:00 January 17th, 2019|QuickBooks|0 Comments

Credit Card payment in QBO can get off track easily if you don't properly use the transfer form. A simple example is money out of the checking and into the credit card. At times, the bank feeds may be set up incorrectly to add "uncategorized assets". If that happens you ought to click on the row, then change the add to transfer and select the correct bank/credit card account where the money is coming from or going to.   Download my QBO Shortcuts cheat sheet for PC and MAC users.   Have questions: Drop me a line in the comments.  

Nov 29, 2018

Quickbooks Bank Feeds Webinar recorded on Nov 29, 2018

By | 2018-11-29T17:10:57-05:00 November 29th, 2018|QuickBooks|0 Comments

Bank feeds in QuickBooks Online are my favorite tool of QBO. Watch my webinar that teaches you how to manage the bank feeds and set up automatic rules to categorize your transactions from the checking account or credit cards. I use QuickBooks Online to run a better business. Use my referral link to get up to 50% off and a $50 Visa® Card to help with your business needs when you sign up! https://www.referquickbooks.com/s/Steve201

Nov 19, 2018

Progress Invoicing in QuickBooks Online

By | 2018-11-19T21:05:56-05:00 November 19th, 2018|QuickBooks|0 Comments

Let's say you need to to create and send out an invoice with 3 phases as such: Phase 1: $5000 Phase 2: $3000 Phase 3: $1000 The workflow would be to: Create Estimate (Proposal) Accepted Estimate and converted to an Invoice Custom amounts for product/service items on Invoice   Reports: You can run the "Estimates & Progress Invoicing Summary by Customer" report to see how much the balance is left from the original estimate.    

Nov 12, 2018

A productivity breakout session with Joe Woodard at QBConnect

By | 2018-11-12T22:22:45-05:00 November 12th, 2018|OntraPort|0 Comments

Joe Woodard taught a breakout session at QBConnect called "Conquering task overload: The art of living with extreme productivity and intentionality." It was great to see Joe present since I have been a fan of his with his scaling new heights podcast and other resources he publishes. He started saying that it is a myth that the measurement of productivity is efficiency. Instead, the truth is the measurement of of productivity is outputs, effectiveness, and mental clarity. Results of "multi-tasking" include distraction, disrespect, inefficiency, diminished effectiveness and decreased mental clarity. Joe shared a that we can be victims of FUD (Fear, Uncertainty and Doubt). He made a point in which I greatly resonated with. That [...]