Tag Archives : Minneapolis

QuickBooks Online: Common Mistakes While Downloading Transactions

As more small businesses start using QuickBooks Online, we (accountants and bookkeepers) need to be prepared to support them. Clients often start using QuickBooks Online on their own, but then call us when they’ve made mistakes. One of the great features of QuickBooks Online is having bank and credit card transactions automatically downloaded every night. […]


Blue metal compass

Customize the Navigation Toolbar Buttons

Use this procedure to add or remove buttons on the navigation toolbar on the left of the Home Page, receipts, and vouchers. To add or remove navigation buttons: Right-click the button toolbar. Click Customize. Select the field for the button you’d like to add and click the right-arrow to move it to the selected fields […]

Recent Changes to QuickBooks Online Template Customization

In the past, customizing invoice templates in QuickBooks Online was sort of hard to find – and then sort of hard to actually customize. In the latest release, things have changed, and while it’s not exactly what many users have been asking for, I believe the new interface makes things a little easier to manage. […]

Custom Template

Keyboard Shortcuts

QuickBooks Online Keyboard Shortcuts

QuickBooks Online keyboard shortcuts? We don’t need no stinkin’ keyboard shortc– Wait, wait wait! Heck yeah we do!! And I’m here to set the record straight folks, there ARE keyboard shortcuts, the ones we all know and have loved (and used, like, every second, am I right?) from QuickBooks desktop. Many of you may know […]

QuickBooks Help

Understanding QuickBooks Cash Basis Reports

One of the best features of QuickBooks is that it does not lock you in to the Cash or Accrual Basis. This means you can use accrual basis reports throughout the year for management information, and use cash basis reports for preparing your taxes. This doesn’t mean QuickBooks keeps two sets of books; it just […]

QuickBooks 2014 Features: Bill Payment Stub when Paid By Credit

Bill Payment Stub when Paid By Credit This is one of those nagging things that bugged people, so I’m glad they fixed it. Prior to this version, if you paid a bill in full by using a discount or credit, you couldn’t print a bill payment stub. Annoying. Let’s go through the steps using a […]


QuickBooks Negative Inventory is BAD

You can use the inventory feature in QuickBooks to keep track of the “quantity on hand” (QOH) of inventory parts and assemblies, but this can add a dimension of complexity that can create problems for a small business. One of these problems has to do with allowing negative quantities to occur. Let’s talk about why […]

What’s New in QuickBooks Point of Sale 2013

QuickBooks Point of Sale 2013 has been greatly improved over the prior version, QuickBooks POS Version 10. That prior version had a number of significant problems on initial release, causing there to be a great number of maintenance releases and discussions in the user community. Let’s talk about the changes in the functionality of the […]