QuickBooks Online

January 21, 2021

Billing Customers for Time and Expenses in QuickBooks Online

Ronald B. Allen

Usually,money flows from your customers to your business. But there may be times whenyou have to purchase items for a job whose costs will eventually be reimbursed.Or you, or an employee, might spend time providing services for customers andget paid for those hours by your company before you receive payment from theresponsible party. If you’re a sole proprietor with no payroll and no reserves,of course, you just have to wait to be paid for your work.

January 21, 2021

Should You Charge Late Fees? QuickBooks Can Help

Ronald B. Allen

Do you have a lot of aging receivables? Assessing finance charges can speed up customer payments.

July 29, 2020

Using QuickBooks Online to Create Product Records

Ronald B. Allen

Most businesses sell multiple types of products and stock numerous units of them. These companies need to be able to easily add them to invoices and sales receipts. They need to know what’s selling and what’s not, and they need to know when it’s time to reorder. QuickBooks Online’s recording and tracking tools meet all of these requirements by allowing you to create records for services. Here’s how it works.

February 17, 2020

Creating and Using Vendor Records with QuickBooks Online

Ronald B. Allen

You need your supply chains to run smoothly to keep your business functioning at top efficiency. This may be a problem during the coronavirus crisis.

October 7, 2019

QBO 5 Reports Show Who Owes You Money

Ronald B. Allen

You track accounts receivable, or at least you should...

August 13, 2019

Use QuickBooks Online Progress Invoicing

QuickBooks has a way to help you with this sort of invoicing. It is called progress invoicing.

August 11, 2019

The Timeline of a QuickBooks Online Estimate

Estimates, bids or quotes are used to promote your products and services. Take a look at how they are handled by QuickBooks Online.

August 11, 2019

Using QuickBooks to issue Credit Memos

We often think of QuickBooks as being there to help us get paid by our customers.

August 8, 2019

Outsource Electrical Business Bookkeeping

A big help in running a business comes from your bookkeeping. But, to get this you may need to outsource your electrical business bookkeeping for better profits.

August 5, 2019

Gravity Accounting Software

Has your business outgrown QuickBooks accounting software? For a mid-sized business with multiple locations, a good choice is Gravity, cloud-based and secure.

July 19, 2019

How to Help QuickBooks Protect Your Data

Make sure that your QuickBooks company file is secure. It has your most sensitive information.

March 23, 2019

QuickBooks Helps You Work with Contractors

Ronald B. Allen

QuickBooks Online gives you various ways to do many of the same tasks while working with independent contractors. Make certain this how they should be classified instead of as employees.

February 23, 2019

Make Your Sales Invoices Better

Ronald B. Allen

Sales forms and invoices are one of the ways you interact with your clients. The sales form templates that you need to make the best impression with your customers are waiting for you in QuickBooks Online. We can help you use QuickBooks Online to create the best impression of your brand.

January 29, 2019

Use QuickBooks to Manage Your Inventory

Ronald B. Allen

You do not need to run short of any stock items or bear the cost of carrying too much when you use QuickBooks to manage your inventory in real time.

January 16, 2019

Applying Finance Charges in QuickBooks

Ronald B. Allen

There are many ways to encourage your customers to pay on time. One of them is to assess finance changes. With QuickBooks, you can set up finance charges to help you achieve timely payment of your invoices.

January 15, 2019

New Year Resolution: Do These 3 Things

Ronald B. Allen

Resolve to improve your QuickBooks Online skill set in 2019. You will be amazed and happy with what this app can do for you on the go. Let us know when you have questions - we are ready to help.

January 15, 2019

QuickBooks Online: Getting Started Part II

Ronald B. Allen

Although the QuickBooks Online bank registers may look like old paper checkbook registers, there is a world of difference. Let us help you understand the differences.

January 15, 2019

QuickBooks Helps You Create High Quality

Ronald B. Allen

Increase the sales in your business by generating professional quality customized estimates using Quickbooks.

January 10, 2019

Pros and Cons of QuickBooks Online

Ronald B. Allen

Explaining the differences between QuickBooks Desktop and QuickBooks Online and how to know which one is best for your business.

December 31, 2018

Automate Your Billing and Payments with Bill.com

Ronald B. Allen

Don’t waste money on paper-based bill paying and invoicing. Integrate Bill.com with your QuickBooks Online for an efficient and automated solution.

December 21, 2018

You Have Correctly Configured Q-Books Files?

Ronald B. Allen

If you are having problems with QuickBooks or if your QuickBooks Custom Reports are not making sense, your QuickBooks files may need a checkup. Exigo Business Solutions can help you with everything needed to make sure your Quickbooks is optimized.

December 18, 2018

Are You Getting the Most Out of Your QuickBooks?

Ronald B. Allen

QuickBooks is a great bookkeeping and accounting software to help track your company's finances, produce reports, and automate processes, but are you getting the most out of it?

December 9, 2018

QBO Reminds Clients of Overdue Invoices

Ronald B. Allen

Use the QBO automated routine for spotting overdue or almost overdue invoices and sending timely reminders. Implement this system and increase your cash flow immediately.

November 27, 2018

Business Payments without Wire Transfer Fees

Ronald B. Allen

Can you make local and international payment without wire transfer fees? It turns out that you can with VEEM.

November 15, 2018

Integrate Circulus with QBO

Ronald B. Allen

A useful way to reduce the time (and expense) of paying bills is to automate the process integrating Circulus with your QuickBooks software.

November 13, 2018

Paying Kansas City Area Bills in QuickBooks

Ronald B. Allen

Always keep track of credit and vendor discounts as you are paying bills in QuickBooks. This can be complicated so let us help you do it right from the very beginning.You can set up your QuickBooks so that it automatically applies vendor discounts and credits. We will be pleased to show you how.

November 13, 2018

QuickBooks Reports: Your Business Financials

Ronald B. Allen

QuickBooks Custom Reports let you show the data in the best manner for you to effectively analyze and manage your business.

November 12, 2018

Quickbooks - Kansas City Bank Transactions

Ronald B. Allen

One of the many useful features of QuickBooks Online is the ability to download information from your financial institution in the Kansas City area

November 9, 2018

Reporting of Key Performance Indicators

Ronald B. Allen

At a minimum, you should be looking at key performance indicators every bookkeeping cycle. Better yet, your reporting software should include a “dashboard” that lets your track in real time.

November 6, 2018

Gain More Financial with PowerPivot Reports

Ronald B. Allen

If you want to run a successful business you need financial reports that provide useful information and actionable insights.

November 6, 2018

Better Decisions With Microsoft Power BI

Ronald B. Allen

To run a successful business you need accurate bookkeeping. And you need financial reports that provide you with insights instead of just raw columns of numbers. A powerful combination is QuickBooks and Microsoft Power BI.

October 31, 2018

Control Your Small Business Expenses

Ronald B. Allen

Too many small businesses have money coming in from sales but no real profit. However, a business that uses the Profit First method of bookkeeping will put aside profit on a regular basis and control expenses.

September 21, 2018

Use Receipt Bank to Digitize Paper Receipts

Ronald B. Allen

Effective bookkeeping requires that you convert paper receipts to digital records. Doing this manually is time-consuming. Take pictures and let Receipt Bank digitize them.

September 20, 2018

When, Why, and How of Customer Statements

Ronald B. Allen

If your business relies on invoices to get paid, there may be times when you need to create and send statements.

August 20, 2018

Extend QuickBooks' Usefulness with Add-Ons

Ronald B. Allen

Learning how to use Add ons to your QuickBooks accounts is very beneficial to a business weather it's to save time or grow your business. Here are some examples of add-ons available and how they would help your business.

August 20, 2018

No QuickBooks Online? You are Missing Out!

Ronald B. Allen

Are you a small business owner looking for an accounting system for our business? Have an accounting system but it's not QuickBooks Online? Find out what features you and your business are missing out on.

August 6, 2018

7 of the Best Practices for QuickBooks Online

Ronald B. Allen

Whether you’re a new user or have been with QB from the start, it’s good to step back periodically and evaluate your actions. Here are 7 Best Practices for QuickBooks Online.

August 2, 2018

Optimize Your QuickBooks Inventory Management

Ronald B. Allen

Learn about how you can use QuickBooks Inventory Management to optimize your Inventory Management Performance.

July 31, 2018

4 Benefits of QuickBooks Payroll Generation

Ronald B. Allen

Worry No More! With QuickBooks Payroll Generation, you never have to worry about tax changes, data breaches, being out of the loop, or making deadlines and heres why!

July 24, 2018

QuickBooks Improve Firm's Financial Health

Ronald B. Allen

QuickBooks Online is more than just an online bookkeeper. It can help improve your cash flow, your customer relationships, your inventory readiness, and your future. Here is how!

July 11, 2018

Don't Have a Budget? QuickBooks Online Can Help

Ronald B. Allen

The hardest part of creating a budget is getting started. QuickBooks Online provides tools that can jump-start the process. Here is a step by step guide on how to use QuickBooks Online's budgeting features.

June 25, 2018

Your First Hour with QuickBooks Online

Ronald B. Allen

The first time that you use QuickBooks Online for your accounting, it's important to take it slow. If you start entering data without understanding how everything works, you may make mistakes early on that will be difficult to undo. Here is how we recommend spending your first hour.

June 22, 2018

Using Product and Service Records

Ronald B. Allen

QuickBooks Online eliminates duplicate data entries, dramatically reducing errors. Completing sales and purchase forms is now an easy, accurate task. You’ll have fast access to information and you’ll know what’s selling, what’s not, and when it’s time to reorder. Here's how.

June 20, 2018

QuickBooks Online: Creating Customer Profiles

Ronald B. Allen

Your customers are your company’s lifeblood. Are you managing those relationships carefully? A comprehensive set of individual profiles are the core of an efficient customer-tracking system. QuickBooks Online offers thorough, flexible record templates for just that purpose. Get started here!

June 19, 2018

Are You Using QuickBooks Online's Mobile App?

Ronald B. Allen

Even if you don’t travel for work (but especially if you do), you should explore what QuickBooks Online’s mobile app has to offer.

June 19, 2018

Creating Product and Service Records

Ronald B. Allen

QuickBooks Online is great for managing and tracking inventory – as long as you’ve created thorough records. See our step by step instructions on how to create product and service records - these are essential for making critical buying decisions.

Creating Projects in QuickBooks Online

Ronald B. Allen

When you use QuickBooks Online Plus or Advanced, creating projects and tracking their profitability is a breeze.

The 2019 QuickBooks Online Features

Ronald B. Allen

Have you checked out the 2019 QuickBooks features? There is still time before 2020 arrives.

End of the Year QBO Cleanup Tasks

Ronald B. Allen

If you are trying to close out the books for 2019 in QuickBooks Online and think you might be missing something, here are some suggestions.

QuickBooks Online Best Practices

Ronald B. Allen

When you get into a routine working in QuickBooks, make sure you are follow best practices. You will be more efficient and your business will be more profitable.

Pros and Cons of QuickBooks Online

Ronald B. Allen

Pros and Cons of QuickBooks Online | QuickBooks Desktop | cloud-based bookkeeping solutions | business intelligence integration with QuickBooks Online

QuickBooks Online

QuickBooks Online is a cloud-based multi-functional accounting software suite aimed primarily at small and growing businesses. Its versatile framework makes it easy for users to manage and oversee a wide range of accounting tasks, including monitoring cash flow, reviewing transactions, categorizing expenses, checking invoice statuses, and staying on top of payroll and inventory.
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QBO Payroll

Anyone who’s ever been responsible for handling payroll knows what a headache it can be. Fortunately, QBO’s forward-thinking interface makes managing payroll a walk in the park by equipping users with a slew of practical features meant to save time and prevent costly complications. By streamlining your payroll procedure, you can ensure that you’re paying your employees promptly while also keeping your business compliant with all the relevant regulations.

QBO Items and Inventory

The “Products and Services” section of QBO’s “Sales” menu gives you a convenient central place to record the material details of your business’s day-to-day operations. There are options for noting the number and nature of non-inventory goods, professional services, and bundles of both products and services, as well as sophisticated inventory tracking for subscribers to QuickBooks Online Plus or Advanced.

QBO Overview

QuickBooks Online is a cloud-based multi-functional accounting software suite aimed primarily at small and growing businesses. Its versatile framework makes it easy for users to manage and oversee a wide range of accounting tasks, including monitoring cash flow, reviewing transactions, categorizing expenses, checking invoice statuses, and staying on top of payroll and inventory.

QBO Vendors and Bills

The “Expenses” menu is intended to simplify the process of organizing and paying your business’s expenses. To this end, it contains a number of critical functions, such as updating your inventory, creating a database of repeat vendors, and adding and managing purchase orders. You can even link your bank account or credit card and pay your bills directly from the dashboard.

QBO Customers and Sales

The “Sales” menu in the QBO user dashboard is where you’ll keep track of your many customer sales and payments. In this section, you can create, maintain, and review detailed records of the people you do business with, the products or services you provide, and all past and open invoices for payment.

QBO Tips and Tricks

QuickBooks Online boasts an impressive array of high-performance accounting features, but it’s capable of doing even more than it advertises. Savvy users will soon discover that the platform is set up to help you work smarter, not harder, by taking full advantage of tricks like creating automated emails, using attachments to send and save essential documents, and getting familiar with handy shortcuts.

QBO Apps

With QuickBooks Online, you have the freedom to link your most-used third-party apps for increased functionality and convenience. The software provides support for many of the apps that growing businesses rely on most, including Amazon, Square, PayPal, and Shopify. After you’ve integrated your can’t-live-without apps, collating data from your various digital access points becomes virtually effortless.
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QuickBooks Online

QuickBooks Online is an industry-leading, multi-functional accounting software suite aimed primarily at small and growing businesses. As a QuickBooks Online Advanced ProAdvisor, Exigo Business Solutions has the staff and knowledge to help you implement QuickBooks Onlinthe most-used accounting platforms on the global market.

Unlike the desktop version of QuickBooks, QuickBooks Online is entirely cloud-based. Your monthly subscription fee gains you access to the full QuickBooks digital toolbox, which you can then make use of at any time by logging into the secure online user dashboard from any major web browser.

From there, you have the ability to manage and oversee a wide range of accounting tasks, including monitoring cash flow, reviewing transactions, categorizing expenses, checking invoice statuses, and staying on top of payroll and inventory. Recent updates to the program have placed more of an emphasis on customization, making it possible for users to connect to trusted third-party apps and alter the layout of the dashboard for enhanced efficiency and ease-of-use.