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Do's and Don'ts, Tip & Tricks for QuickBooks Online Bank Reconciliations

In this video, Jim discusses what you should do and should not do when reconciling your QuickBooks Online bank accounts; tips & tricks, if you will. This video will certainly help anyone gain a thorough understanding of QBO Bank and Credit Card Reconciliations.

To watch this very informative YouTube video, simply click the link below:

Do's and Don'ts, Tip & Tricks for QuickBooks Online Bank Reconciliations

How to Master Banking in QuickBooks Online

One of the more key and prominent features you will encounter when using QuickBooks Online (QBO) is called Banking (a.k.a., Bank Feeds). This is one of my favorite features in QBO. However, the proper use of this feature often goes unnoticed or gets misused. For this reason, I recently published a YouTube video on this subject matter. I like to say, "Master QBO Banking, and your life in QBO suddenly gets much easier. Fail to master QBO Banking,...

Top QuickBooks Online Updates

Every so often, QuickBooks releases an update designed to improve the functionality and usability of their product. To help our customers stay on top of the latest QuickBooks-related news, what follows is a recap of the most recent QuickBooks update and an overview of how these new features can help you and your business.
Custom Reminders have been added to QuickBooks Online Advanced Workflows

Previously, workflows only allowed users to create...

QBO Keyboard Shortcuts

This posting is short and sweet. There are two (2) links below; One for PC users and one for Mac users. These links allow you to download a PDF of keyboard shortcuts that you can use for QuickBooks Online to make you more efficient in your daily QBO endeavors. Challenge yourself to just pick one or two each day (or week) and apply them.Download them, use them and after a short while, you will remember them and find yourself getting things done...

What's New in QuickBooks 2018...

On September 26, 2017 Intuit, the developers of QuickBooks accounting software, will release QuickBooks 2018 (Pro, Premier, Accountant & Enterprise) to the public. In the video link below, I (Jim Merritt) discuss some of the new features that caught my attention.

I did not include all the new features of QuickBooks 2018. Rather, I chose to focus on those new features I felt would be most useful to the masses. These new features include Merge...

QuickBooks Online Bank Feeds - Worth the price of Admission

At QuickTrainer, we have witnessed and continue to experience an increase in the number of clients who come to us for help that are using QuickBooks Online (QBO) and who want to use QBO. This is encouraging because I personally like QBO, as a whole. Now, that said, this article is not about the pros and cons of QBO -vs- QuickBooks for Desktop. I could make a case for each of these software versions. Rather, this article is primarily about one specific...

QuickBooks Year-End Considerations

As I write this blog, it is November 2015 and we are in the middle of the 4th quarter of 2015 (at least for the majority of businesses we deal with). With this in mind, now is the time to get your QuickBooks financial house in order. You do NOT want to wait until January (or worse September) of next year to make this happen. NOW is the time!
 
If you’ve been tracking your financials throughout the year (like all good business owners should...

QuickBooks Short Video Tutorials

Over the past several months, I have been creating QuickBooks Short Video Tutorials using Screencast-O-Matic. I love the simplicity and effectiveness this Saas (Software as a Service) provider offers. We want to make you and others aware of these QuickBooks Short Video Tutorials and where they can be found. Our hope is that you will gain insight into QuickBooks that will help you in your QuickBooks accounting endeavors.
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QuickBooks POS powered by Revel Systems

As I write this blog, I am concluding the attendance of 2-1/2 days of intense training in Orlando, FL. The training is for Intuits new POS product, "QuickBooks POS powered by Revel Systems". I was excited about coming to FL for this training and I find myself even more enthused by what I have seen and learned over the past few days.
 
Revel Systems is leading the industry with its award winning software and hardware innovation....

QuickBooks Enterprise Solutions Subscription Module

On Monday, October 6, 2014, Intuit, the developers of QuickBooks announced that QuickBooks Enterprise Solutions (QBES) has  moved to a subscription priced module. This means when new customers purchase QBES they will be paying an annual fee
for the software. How does this benefit QBES users?

  • Full Service Plan which includes US Based Technical Support.
  • A QBES Subscription can include Advanced Reporting, Enhanced Payroll,...