How to Create Batch Invoices

With QuickBooks Online Advanced, you can speed up your daily bookkeeping and save time by using batch invoicing. You can record multiple invoices at once, or make copies of one invoice to send to multiple customers. Start by selecting “New” from the menu, and choose “Batch Transactions” and then “Invoices.” Enter the customer information, or if [...]

Year-Round Tax Planning Tips for Taxpayers

This article was published by the IRS. Here are some simple things taxpayers can do throughout the year to make next filing season less stressful: Organize tax records. Create a system that keeps all important information together. Taxpayers can use a software program for electronic recordkeeping or store paper documents in clearly labeled folders. They should [...]

How to Reclassify QuickBooks Transactions

Normally you must change the account, class, or location one by one for multiple locations. With QuickBooks Online Advanced, however, you can save time and change those details for multiple transactions with a single step. This video goes over a common problem with accounts on transactions, and then fixes that problem across multiple transactions with Reclassify [...]

Preparing for Disasters

It's important to think about hurricanes, tornadoes, and other disasters so you're prepared in case they happen. This includes safeguarding your tax forms and other financial records. First, you could take advantage of electronic record keeping. See if you can receive your bank statements and related documents by email. For paper documents such as W-2s and [...]

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