by Lisa Haiss | Sep 6, 2022 | Accounting, Information Technology
Migrate Company Data to Quickbooks Online Congratulations! You are ready to make the move from QuickBooks to QuickBooks Online. Follow this simple tutorial to migrate all of your data in just a few short steps. Before you start, it is imporatant that you verify you...
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 Lisa Haiss | Aug 22, 2022 | Accounting, Information Technology
Manage your QuickBooks Billing and Subscriptions Changing your billing information and managing your subscriptions is easy as 1-2-3. Sign in as a primary or company admin. Select Settings ⚙ in the top right, and then Account and Settings. Select the Billing &...
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...
by Matthew Senter | Jan 28, 2022 | Accounting, Community, Tax, Team
Hey folks! Want to stay up-to-date on all things Senter, CPA? Then we would like to personally invite you to subscribe to our monthly newsletter. Once a month we prepare and send a newsletter to our clients, friends and colleagues. Most of the content is drawn from...
by Kelly Thompson | Dec 10, 2021 | Accounting
From fast-food restaurant lobbies closing, drive thru banking and pharmacies having longer wait times, to many businesses reducing operating hours; a shortage of employees is being heavily noticed across all industries, with accounting being no exception. There are...
