Saturday, August 11, 2012

QuickBooks-Online-Current-month-with year-to-date budget

Purpose of QuickBooks Accountant's Copy Video

This short video will demonstrate how to use the accountant's copy feature for QuickBooks 2012 users. Intuit has made it very easy for you to use this transfer feature. Therefore, these procedures may vary from older versions of QuickBooks.


Background  of QuickBooks Accountant's Copy

By way of background. An Accountant's Copy is a version of your company file  that allows your accountant  to make changes to your file while you continue to use it. You continue to work in your company file and, at the same time, your accountant works in the Accountant's Copy. When your accountant is finished, then you import your  accountant's changes into your QuickBooks company file.


Thursday, September 1, 2011

No More Free User for Your QuickBooks Online Accountant

Intuit recently increased the number of users for some of the QBO subscriptions while at the same time discontuing the free user status for your accountant.

Why ?

Thursday, March 31, 2011

Need Help Deciding on QuickBooks Online Simple Start, Essentials or Plus...

This video will explain with examples and tips and help you decide as to which version of QuickBooks Online  to purchase. The choices are:

1.QuickBooks Online Simple Start
2.QuickBooks Online Essentials 
3.QuickBooks Online Plus 



Sunday, March 27, 2011

QuickBooks Online and PayPal

The other day Intuit announced that they have an interface with PayPal and Bill.Com. I have tested the Bill.com interface and found this tool to be very useful and  can definitely automate some of the daily manual tasks that are inherent in recording accounts payables, and paying them.There is a charge for this service, which is currently $9.99 per month and $.99 for each electronic payment.As far as the PayPal interface, its a little disappointing  because its currently not operating and there is no information on its monthly cost, if any?, emphasis added.

Monday, March 21, 2011

QuickBooks Online Budgeting - How to Get Year to Date and Current Month Actual vs Budget


The question of how to customize the budget option in QuickBooks Online is a common question. Here is my shortest video ever that will show you how to customize your budget to get current month and year to date information for actuals as compared to budget in less than two minutes.