ebs Associates Blog

Small Business Accounting & Technology

6 New Features In QuickBooks Online

Posted by Lester San Jose on Aug 2, 2018

In case you didn't hear about the new features being made available to QuickBooks Online, our team did and wants to share them with you.

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Topics: New QuickBooks Features, Customer Relationship Management, QuickBooks Software, QuickBooks Online, Payroll Setup, QuickBooks Reporting, QuickBooks Reconciliation, Vendor Management

Getting Started With: QuickBooks Online Payroll

Posted by Denise Loter-Koch on May 18, 2018

Payroll introduces another layer of complexity within small business accounting. Beyond ensuring your employees are paid on time, you’re also responsible for managing employee benefits and payroll taxes.  

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Topics: QuickBooks Settings, Small Business Accounting, QuickBooks Software, QuickBooks Online, Taxes, Payroll Setup, QuickBooks Training or How To

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

How To Set-Up Sales Tax in QuickBooks Online

Posted by Chris Low on Oct 26, 2017

Sales tax is one of the more complicated concepts supported by QuickBooks Online.

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Topics: QuickBooks Add-ons & Extensions, Small Business Accounting, QuickBooks Software, Sales Tax, QuickBooks Online, Taxes, Avalara, QuickBooks Training or How To

What Is a Vendor Credit, and How Do You Record One in QuickBooks Online?

Posted by Denise Loter-Koch on Sep 14, 2017

Whether you’re getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.

When you’re 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 business needs.

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Topics: QuickBooks Software, QuickBooks Online, QuickBooks Invoices, Vendor Management

7 Best Practices for QuickBooks Online

Posted by Denise Loter-Koch on Aug 30, 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. This serves two purposes: It conveys a feeling of concern for the customer’s shopping experience, and it may also lead to increased sales.

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Reporting, QuickBooks Reconciliation, Small Business Ideas

Receiving Payments In QuickBooks Online

Posted by Denise Loter-Koch on Jun 30, 2017

It’s perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right?

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Topics: Customer Relationship Management, Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Invoices, QuickBooks Training or How To, Payments Processing

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: News & Resources, QuickBooks ProAdvisor, Small Business Accounting, QuickBooks Software, QuickBooks Online

Getting to Know QuickBooks Online Reports

Posted by Denise Loter-Koch on Jun 1, 2017

They’re one of the rewards you get for your conscientious accounting work: reports. Are you using them to make better business decisions?

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Topics: Small Business Accounting, QuickBooks Software, QuickBooks Online, QuickBooks Reporting, QuickBooks Training or How To

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