One of my favorite tricks when working with QBO is to have multiple windows opened when working. I want to share with you a trick that works in the Chrome browser. When you want to open up another section of the software you will need to hold down the control key as you click on the link. Watch this video tutorial where I show you how to run 2 reports side by side.
Unleash the power of the modern bookkeeping era with bank feeds. QBO has over 16,000 banks that participate in its bank feeds. Bank feeds help you add or match transactions to your checking and credit card registers.
Accounts receivable is a big deal for many small business owners. Learn how to run the aging accounts receivable report in QuickBooks Online.
It's important to understand the ratio of your bottom line and the top line revenue number. Net profit margin is a formula that is important to compare to prior periods to determine if you are growing or falling. Watch this video to learn how to display the profit margins ratio in Quickbooks online reports.
In this video, I show you how to customize the Transaction List by customer report. I like this report because you can display subtotals of each customer income and expenses. You will learn how to filter the report by dates and customers you want displayed in the report. Then learn how to export the report via email, pdf or Microsoft Excel.
There often is a lot of work that goes with doing a QBO cleanup project. I've seen a lot and have learned a lot. Really it comes down to not being organized at the chart of accounts in the beginning. The good news is that you can do a cleanup but it takes a highly specialized skillset to do so. This video will share some of my secrets to doing QBO cleanups.