Learn where everything is in QuickBooks Online so you can start using it to manage your business efficiently. Figure out how to view and interpret charts in Business Overview. Track expenses and profitability, adjust settings, and link bank accounts and credit cards to QuickBooks. Figure out how to do monthly account reconciliations. Learn how to pay [...]
Growing businesses deal with massive amounts of data. It can be a daunting task to sift through pages of data in hopes of extracting some sort of usable information. Having the flexibility to automate custom financial reports in an accounting software can save time while tracking profitability. A great business tool can turn data into information, [...]
Tracking your sales and key performance indicators (KPIs) is crucial if you want to save time and grow your business. You need to know how to track your progress toward achieving your business objectives. Looking at things like revenue and profit on a balance sheet can only take you so far; you should continually seek more [...]
Setting up the right reminders within QuickBooks can help keep cash flow moving, which is critical in scaling your growing business. One of the most awkward and uncomfortable situations in business is having to remind clients about late payments on a bill or open invoice. Even harder is trying to respectfully request immediate payment without the [...]
A chart of accounts is a list of the account numbers and names relevant to your company. The 4 primary groups in a standard chart of accounts are Asset, Liability, Income, and Expense. This video contains some helpful tips in how to organize them in QuickBooks or QuickBooks Online to make your small business’ financial information [...]
