Yesterday, I attended a virtual training session conducted by Intuit where new features coming to QuickBooks Online were announced. It was part of their Product Release Update series. As a Certified QuickBooks ProAdvisor, it is always good to know what is coming and what will soon be available so I can help clients make adjustments…
Here is what QuickBooks tells us to do: Add a QuickBooks Online user Step 1: Invite your new user The instructions are straightforward. The user you are adding must have an email account If that person already has an email account to access your QuickBooks, that user can use that account (no need to set…
Every business has its own way of being in business. Regarding bookkeeping, there has to be a way to reflect those differences. That is where the Chart of Accounts comes in, and why it is so important to get it set up correctly. Keep in mind that there are four types of accounts that make…
To get a report on all money paid to a vendor for the year, you can run a Transaction List by Date Report. Once the appropriate customizations are made, it will show all payments made to vendors. Special Note: The Expenses by Vendor Summary report only reflects payments coded to expense accounts and not true vendor…
If you are using QuickBooks Online, you can easily add QuickBook Payments. It is a merchant account (allowing to accept credit and debit cards) and accept ACH payments. Making it easy for your customers to pay you means that you will often get paid faster. QuickBooks Payments integrates well with QuickBooks Online. It also allows…
It’s official. George Sheldon is a Certified Quick ProAdvisor. As an independent virtual bookkeeper, we wanted to show potential clients some of our unique qualifications. My certification is in QuickBooks Online, which uses cloud-based technology. Since we plan to work with clients throughout the US, many will only get to know us by email, video…
George Sheldon has launched Sheldon Bookkeeping service. This has been in the works for several months, but with the opening of this website, it’s official. We are open and accepting new clients. You can read more about our services on our Sheldon Bookkeeping site. The main service being offered is the virtual bookkeeper service. Now…
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