December 16, 2019
Intuit keeps innovating. Here are some of the changes the company introduced for QuickBooks Online in 2019.
Whether you can see them now or not, Intuit added and enhanced a ton of new features in 2019. Some of you may not see all of them until 2020, since the company typically rolls them out slowly.
So, if you're not in one of the first waves of users, we want you to...
November 14, 2019
If you're using QuickBooks Online Plus or Advanced, you can create projects and track their profitability.
You already know how to determine whether your business is making or losing money overall: you run a Profit and Loss report. But what if you want to break this data down further? How can you tell whether the individual jobs you do for customers, with all their...
October 8, 2019
Cash flow is one of the most important aspects to the health of your business. Staying on top of who owes you money should be on the top of your priority list to check regularly. With QuickBooks Online, you can quickly see your unpaid invoices and which ones are past due. There are many tools available to communicate with your clients when their invoices are due.
You will see the...
September 9, 2019
QuickBooks Online doesn't require deep knowledge of accounting principles. Still, there are concepts you should understand.
You probably didn't expect you'd have to become an accounting expert when you started your business. You knew you'd have to deal with recording income and expenses - maybe track your inventory and process a payroll. But you may not have understood just...
July 9, 2019
You may not be utilizing all of the tools available to you with QuickBooks Online. Our goal is to make you familiar with these tools, and to guide you through the process on how to incorporate them in your business activities. These tools may save you time and money, which I am sure is of interest to every business owner.
May 15, 2019
Does your business do work for clients over weeks or months? Consider using QuickBooks Online's progress invoicing.
Let's say you're doing a job or project for a customer that is going to take a long time, but you don't want to wait until you're finished to get paid. Or you've agreed to let a customer pay for something in multiple payments. QuickBooks can help. You can create...
April 25, 2019
It's a gig economy. QuickBooks Online makes it easy to track and pay independent contractors.
In days past we used to call it "moonlighting" - taking on a second, part-time job for extra money. And we saw how prevalent this became was when millions of people had to resort to side gigs to keep afloat during the economic downturn of a decade ago. Some who had lost full-time...
March 4, 2019
Every interaction with your customers can enhance your image. Here's how QuickBooks Online contributes to that.
Getting paid by your customers-on time, and in full-can take some effort on your part. You set smart due dates and enforce them. Price your products and services so they're both reasonable and profitable. Accept online payments.
But are your invoices working...
February 6, 2019
If you purchase several items and services away from the office, QuickBooks Online can help you record them while you're out and about.
QuickBooks Online's mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example:
- Check account balances.
- Add and edit...
January 14, 2019
'Tis the season for making resolutions and setting goals. Try exploring these three areas to dig deeper into QuickBooks Online.
By now, many New Year's resolutions have already been made - and broken. Resolutions are usually created with the best of intentions, but they're often just too ambitious to be realistic.
For example, you might decide to learn more about...
December 11, 2018
We covered a lot of ground last month, but there are still some things to know about working with transactions you import from your banks.
Last month, we went over the basics of managing financial transactions once you've downloaded them into QuickBooks Online. We walked you through the mechanics of connecting to banks and credit card companies online and described the...
November 9, 2018
QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here's how to work with them.
The ability to import transactions from financial institutions into QuickBooks Online is definitely one of the best things about the site. You may have even signed up for that very reason. By now, you've probably already set up at least one...
October 3, 2018
If your business relies on invoices to get paid, there may be times when you need to create and send statements.
You enter into an informal contract with a customer when you send an invoice. You expect that you will receive payment in a timely fashion for goods or services you've sold.
That probably works most of the time. But what happens when it doesn't, when...
September 18, 2018
If you dread every minute of the time you spend on accounting, you should know how QuickBooks Online can change your outlook.
How long would it take you to determine:
- What your total expenses for this quarter are?
- Whether or not your business is profitable as of today?
- How much you've sold every month this year?
- Which invoices are...
August 9, 2018
QuickBooks Online is more than just an online bookkeeper. It can help improve your cash flow, your customer relationships, your inventory readiness, and your future.
If you're already using QuickBooks Online, you know how much impact its bookkeeping abilities have had on your company's accounting operations. You're saving time, which in-turn saves money, and you're reducing...
July 16, 2018
There are numerous QuickBooks Online reports that you should be consulting at regular intervals. But you need these five at least every week.
QuickBooks Online's Dashboard, the first screen you see when you log in, provides an effective overview of your company's finances. It contains at-a-glance information about your recent expenses, your sales, and the status of your...
June 12, 2018
The hardest part of creating a budget is getting started. QuickBooks Online provides tools that can jump-start the process.
You know you should have a budget. You're aware that it can help you stay on track with your company's income and expenses throughout the year. Maybe you've even tried to make one before, but you got discouraged by the mechanics or by the...
May 16, 2018
Last month, we created product and service records in QuickBooks Online. This month, we'll explore how they're used on the site.
If you ever did your accounting manually, you probably remember how tired you got of writing or typing the same things over and over. You may have had your customers' addresses practically memorized, and your product price list was...
April 10, 2018
QuickBooks Online is good at managing and tracking inventory - as long as you've created thorough records.
When you first started your business, you might have been able to keep track of your merchandise by counting manually. But as you and your product list grew, this became impractical. You might have recorded it all in a spreadsheet, or even a box full of...
March 21, 2018
Taking on your company's payroll with QuickBooks Online? Knowing what you're up against ahead of time will make your setup tasks much easier.
Payroll is probably the most complex element of small business accounting. Not only are you directly responsible to your employees, but you also have to make sure you're handling everything related to benefits and...
February 13, 2018
You can start using QuickBooks Online the first time you sign in. However, your tasks will be easier and faster, if you customize it for your company.
QuickBooks Online was designed to be used by a variety of business types; that's one reason why it's such a popular small business accounting website. It was built to be versatile. That is, whether you sell...
January 9, 2018
Your customers are your company's lifeblood. Are you managing those relationships carefully? Here's how QuickBooks Online can help.
If you've been in business long enough to remember tracking your customers manually, you probably remember what a nightmare it was. Maybe you had a card file and paper folders - and lots of sticky notes and calendar notations.
December 26, 2017
Downloading transactions into QBO is the easy part. You still have work to do once they're on board.
Its ability to download financial transactions is one of the five best things about QuickBooks Online. Without it, you'd spend a lot of time on tedious data entry, verifying which checks and deposits had cleared and entering new ones.
Instead, you can easily connect to...
November 30, 2017
Sales tax is one of the more complicated concepts supported by QuickBooks Online.
QuickBooks Online was designed for you, the small businessperson. You've probably discovered that many of its features are fairly easy to use from the start.
But just because QuickBooks Online can do something doesn't mean you should attempt it on your own. Sales tax is one of those...
October 23, 2017
Even if you don't travel for work, and especially if you do, you should explore what the QuickBooks Online's mobile app has to offer.
You already know how convenient it is to be able to access your company's financial data from any desktop or laptop computer that has an internet connection. Still, there are times when you'd like to be able to complete some of your accounting tasks...
September 22, 2017
Whether you are getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.
When you are dealing with your company's vendors, you're probably accustomed to money flowing in one direction; theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay them. Or you walk into a store and buy something your...
August 25, 2017
Even if you've been using QuickBooks Online for a long time, it's good to step back and evaluate your actions.
"Best practices" aren't enforceable rules. They're simply guidelines businesses commonly follow in one area or another. If you're in retail, for example, one best practice might be to always ask customers checking out if they found everything they were looking for....
July 25, 2017
It's perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right?
Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more digging through piles of forms and hand-stamping PAID on your customer bills and statements. No...
June 25, 2017
Tracking even the little expenses is important.
How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit cards? Pay online through your bank's website?
Keeping track of your outgoing funds can be challenging, since there are so many ways to complete those transactions, but it's important that...
May 17, 2017
They're one of the rewards you get for your conscientious accounting work.
Are you using them to make better business decisions?
What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. And all of your account balances.
This is a great way to start your...
April 11, 2017
Don't waste any time having to sift through gardens of information. Make hopping onto QuickBooks Online easier with the multiple users function. As new customers and employees enter your business during this season of change, you can regulate the levels of access allowed to them by following a few simple steps.
In no time, both you and your users will be able to experience a more...
March 9, 2017
Whether you're just launching a business or you're going online with an existing company, take some time to get acquainted with QuickBooks Online.
Your first hour with any web-based application is probably spent exploring and clicking buttons, links, and other navigation tools to get the lay of the land.
QuickBooks Online should be no different. In fact, it's even...
February 8, 2017
With Valentine's Day approaching, you might be considering new ways to put your business out there. Two QuickBooks Online functions that can give you that small boost in the right direction are the custom fields and classes options. Whether it's a new look for your sales forms or a more organized set of reports, these tools can help you confidently stand alongside your...
January 16, 2017
Save time and ensure that repeating transactions are processed as scheduled.
You know how much time QuickBooks Online already saves you. Customer, vendor, and item records need never be entered again once they're created for the first time. Pre-built forms use your record data to complete transactions quickly and accurately. Customizable report templates provide real-time overviews of your financial status in every area.
There's another way QuickBooks Online can reduce the time you spend on accounting chores: recurring transactions. If you have invoices, bills, and other transactions that occur on a regular basis, you can save all or part of their data to use again. You can even choose to have them dispatched automatically.
December 14, 2016
Not finding quite everything you need in QuickBooks Online? Here are some handy add-on apps available.
QuickBooks Online may work for you just fine as is. After all, it was designed to meet the needs of the millions of small businesses that want to manage and track their income and expenses, create records and transactions, and run reports to gauge their financial health.
QuickBooks Online was also designed to grow along with your business. But there's no need for Intuit to add internal features to do so. In fact, that would make it too expensive and unwieldy for many companies.
October 12, 2016
QuickBooks Online Seminar
Tuesday, November 1, 2016
1:00 - 4:00 pm.
** BRING A FRIEND SPECIAL **
(each of you will receive a $10 rebate)
Holiday Inn Akron-West Fairlawn
4073 Medina Road, Akron, OH 44333
Tracking your products and services become increasingly important as your company grows. QuickBooks offers a great solution to help you stay on track with just the right amount of inventory. You are not tying up your money needlessly, but also you know when you need additional inventory so you do not fall short of demands. Reports can be generated quickly, giving you the power of staying...
There are many features in QuickBooks Online that you may not know exist. Taking time to view what settings are available to you to use for your business before entering data is important. You have the ability to adjust the default settings in QuickBooks Online so that you can customize it to best align to your unique company needs.
Sass Accounting Services is committed to keep...
Looking forward to Spring, we think about growth; things coming alive and developing. Just as the seasons change, so should our businesses evolve and grow. In January we set goals for ourselves and for our businesses. Moving forward, we want to be sure we are implementing the steps to work toward our goals. Take a moment to evaluate where you are now, and ask yourself if you are heading in...
With the holidays and year-end over, you can turn your attention to catching up with your customers.
It would be nice if we could neatly wrap up every accounting month or quarter or year neatly, with all of our transactions completed. All current bills and invoices would be paid, physical inventory counts would match the quantities in our records, and all purchase orders would be...
Sass Accounting Services LLC is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.
Take a moment to look...