by Kelly Thompson | Oct 17, 2023 | Accounting
The most efficient way we can begin to process your monthly and quarterly accounting for you is when we have immediate Read-Only access to your online business accounts. How-To Set Up Read-Only Access for New Users: This process will vary slightly for each financial...
by Kelly Thompson | May 22, 2023 | Accounting
Inside the Bank Feeds in Quickbooks Online, there is a new Categorization History feature where you can see your most used and last used coded accounts. To access this new feature: go to your Banking screen select a transaction at the bottom of that expanded...
by Kelly Thompson | Mar 7, 2023 | Accounting, Courses, Information Technology
Intuit constantly updates their system to provide their clients with the most up-to-date and efficient program possible. We’re proud to share their 2023 updates with our clients. What’s New? Migration: Moving from QB Desktop to QB Online Migration now helps provide...
by Kelly Thompson | Aug 29, 2022 | Accounting, Information Technology
Receive Payments Through QuickBooks Online Select Customers in the side panel. This will show a full list of customers along with the money they owe you. Select Receive Payment in the Action column OR Select +New Select Receive...
by Kelly Thompson | Mar 17, 2022 | Accounting
Uploading Bank & Credit Card Statements to Your Client Portal If we perform client accounting services for your business, it helps us tremendously to have instant access to your bank and credit card statements in order to reconcile your accounts for you in the...
