ebs Associates Blog

Working with Downloaded Transactions in QuickBooks Online

Posted by Denise Loter-Koch on Nov 27, 2017

Downloading transactions into QuickBooks Online is the easy part. You still have work to do once they’re on board.

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Topics: QuickBooks Online, QuickBooks, Intuit QuickBooks, qbo

QuickBooks 2018 New Feature Highlight |  Cash and Accrual Toggle

Posted by Geo Townsend on Nov 14, 2017

 The following clip is just a small section from our recent webinar - QuickBooks 2018 the Inside Scoop, detailing the new cash and accrual toggles within reports, hosted by Denise Loter-Koch and presented by Kyle Robles!

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Topics: QuickBooks, QuickBooks Training, QuickBooks Tips, Accounting Software, QuickBooks Training Videos, quickbooks desktop, QuickBooks 2018

QuickBooks 2018 New Feature Highlight | Barcode Scanning and Site Operations

Posted by Geo Townsend on Nov 10, 2017

 The following clip is just a small section from our recent webinar - Go Live with QuickBooks Advanced inventory, detailing the new copy and paste lines within transactions,  presented by Kyle Robles!

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Topics: QuickBooks, QuickBooks Training, QuickBooks Enterprise, QuickBooks Tips, Inventory, Accounting Software, QuickBooks Training Videos, quickbooks desktop, QuickBooks 2018, wholesale, manufacturing

How To Locate Missing Transactions in QuickBooks Desktop

Posted by Denise Loter-Koch on Jun 22, 2017

Have you ever been working in your company file only to find out that you cannot locate a transaction that you have previously entered?  Here are some steps you can follow to check and see if you can locate those missing transactions.

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Topics: QuickBooks, QuickBooks Training, Bookkeeping & Accounting, Intuit QuickBooks, QuickBooks How-To

54 Reasons To Upgrade To QuickBooks Desktop 2017

Posted by Denise Loter-Koch on Jun 20, 2017

Are you still debating on upgrading to the newest offering of QuickBooks Desktop?  Think your current version of QuickBooks is working perfectly fine for you?  Are you aware of all the benefits and features that have been added to QuickBooks since 2017?  

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Topics: QuickBooks, QuickBooks Training, New QuickBooks Features, QuickBooks Upgrades, quickbooks desktop

Jaw Dropping Speach | Keynote Rich Preece | Scaling New Heights 2017 Orlando

Posted by Denise Loter-Koch on Jun 12, 2017

Keynote by Rich Preece at Scaling New Heights 2017 in Orlando. Here is a recap for those who missed out. Let us know what speaches you found to be the most valuable in the comments below!

Here is what our team that attended the conference took away from this truly relevant and eye opening speach about the future of the financial accounting industry and QuickBooks.

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Topics: QuickBooks Online, News & Resources, QuickBooks, Intuit QuickBooks, QuickBooks ProAdvisor, qbo, SNH17

How to Safely and Properly Prepare to Upgrade Your Company File

Posted by Denise Loter-Koch on May 25, 2017

With QuickBooks 14 (Pro/Premier/Enterprise) being discontinued at the end of this month you might be wondering how you safely prepare to upgrade your company file to the newest product year.  Do you just upgrade with no preparation?  Are you able to upgrade while people are working in the file?  Does it happen automatically?  These are all questions that need to be addressed.

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Topics: QuickBooks, QuickBooks Training, QuickBooks Enterprise, Intuit QuickBooks, QuickBooks Tips, QuickBooks How-To, QuickBooks Upgrades

Can I change my invoice template in QB from Portrait to Landscape?

Posted by Aubrey Leahy on Feb 8, 2017

Hello Everyone.

I love my job because I get new inquiries daily that make me think.

Question of today:

“Can I change my invoice template in QB from Portrait to Landscape?”

I haven’t had this question before!  

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Topics: QuickBooks, QuickBooks How-To

5 QuickBooks Online Add-On Apps You May Need in 2017

Posted by Denise Loter-Koch on Jan 11, 2017

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.

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Topics: QuickBooks Online, QuickBooks, Bill.com, TSheets, Fishbowl Inventory, Results CRM, QuickBooks CRM, tallie

Paying Bills in QuickBooks Online

Posted by Denise Loter-Koch on Nov 1, 2016

Paying Bills in QuickBooks Online

In a previous column, we talked about setting up bills in QuickBooks Online. Now it’s time to pay them.

We recently laid out the benefits of using QuickBooks Online for bill entry and payment. It’s faster than manual methods. It leaves an electronic record of your accounts payable. And it helps ensure that bills are paid accurately and on time.

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Topics: QuickBooks Online, QuickBooks, QuickBooks Training, Training & Tutorials, qbo

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