ebs Associates Blog

How-To Use QuickBooks Online's Customer Records | QBO Training

Posted by Denise Loter-Koch on Dec 21, 2017

Your customers are your company’s lifeblood. Are you managing those relationships carefully? Here’s how QuickBooks Online can help.

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Invoices, QuickBooks Training or How To, QuickBooks Import and Export

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: Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Reconciliation, Vendor Management, QuickBooks Import and Export

Setting Up User Access in QuickBooks

Posted by Kaleb Vickstrom on Sep 14, 2016

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Desktop, QuickBooks Company File, QuickBooks Import and Export

Setting Up Settings in QuickBooks Online

Posted by Kaleb Vickstrom on Sep 5, 2016

You’ll be visiting QuickBooks Online’s Settings screen regularly, so it’s good to know what’s there.

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, QuickBooks Settings, QuickBooks Software, QuickBooks Online, Vendor Management, QuickBooks Import and Export

How to Add Documents in QuickBooks

Posted by Kelli Bachofner on Apr 4, 2016

Accounting is about more than just numbers. QuickBooks lets you make documents and incredible reports available from within the program itself!

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Topics: Customer Relationship Management, QuickBooks Software, QuickBooks Invoices, QuickBooks Desktop, QuickBooks Training or How To, Vendor Management, QuickBooks Import and Export

Time Tracking Accuracy w/ TSheets Means Always Ensuring Business Success!

Posted by Denise Loter-Koch on Jul 7, 2015

Do You Ensure Success Through Accurate Time Tracking?

Watch Now! The Portland business world today, like many other arenas, moves at lightening speed. Demands for your time and energy come from the left and right, never pausing for a breath, always tugging at your attention. Developing and growing a business is a financial and personal risk, and one that you have not taken lightly. So why would you pour yourself into building something successful, only to undermine your hard work by not using accurate time tracking?

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Software, QuickBooks Pro, QuickBooks Enterprise, QuickBooks Premier, QuickBooks Online, QuickBooks Desktop, TSheets, QuickBooks Import and Export

Merchant Services - 6 Things to Look for in a credit card processing company

Posted by Kelli on Nov 25, 2014

With so many credit card processing companies available to choose from, it can be a daunting task for a small business to select one that has all the services and features they are looking for. Going with a repuatable name brand is always a good way to avoid trouble down the road. And low rates are obviously going to be a factor when selecting a merchant service provider. But what are some of the other things you should consider?

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Topics: QuickBooks ProAdvisor, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Desktop, Payments Processing, Small Business Ideas, QuickBooks Import and Export

Is Bill.com Right For Your Business?

Posted by Kelli on Nov 14, 2014

With businesses looking to easily get more done in less time, paperless solutions like Bill.com have been increasing in popularity across a variety of industries. Not only are accounting and bookkeeping firms making use of software and services like Bill.com, but growing businesses themselves are realizing that they can implement solutions like these regardless of what their financial managers are using. With that being said, is Bill.com right for your business?

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Topics: QuickBooks ProAdvisor, QuickBooks Add-ons & Extensions, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Desktop, Vendor Management, Payments Processing, Bill.com, QuickBooks Import and Export

What's New in QuickBooks Mac 2015

Posted by Kelli on Sep 24, 2014

New Features, Improvements & Fixes for the 2015 Version of QuickBooks for Mac

With all the debate over desktop QuickBooks software versus QuickBooks Online, there is a concern that QuickBooks for Mac clients will increasingly be forgotten or neglected. But as of late, the product developers for QuickBooks for Mac are alive, well and continue to make improvements for small businesses using QuickBooks for Mac.

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Topics: New QuickBooks Features, Customer Relationship Management, QuickBooks Software, Sales Tax, Vendor Management, QuickBooks Mac, QuickBooks Import and Export

QuickBooks Quarterly Review And Year-End Checklists

Posted by Kelli on Sep 17, 2014

The end of September is the end of yet another business quarter, which means it’s time for a recommended checkup to keep your QuickBooks data accurate and up-to-date. To help you get started and make sure you have the basics covered, here is a quarterly review checklist for bookkeepers, business owners or other professionals using QuickBooks to manage their finances:

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Topics: Customer Relationship Management, QuickBooks Warehouse Inventory Management, Small Business Accounting, QuickBooks Software, Payroll Setup, QuickBooks Reporting, QuickBooks Reconciliation, Vendor Management, Small Business Ideas, QuickBooks Import and Export

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