Creating a New Invoice Quickbooks Online allows you to bill your clients with invoices, sales receipts, bills, and so much more. The...

Expense Settings You can change the expense settings in Quickbooks Online. This is important to make sure that your expenses are reported...

Accepting Transactions How to accept transaction in Quickbooks Online. This is the first step of bookkeeping needs to be completed...

Settings The settings in Quickbooks Online is important that you review and make sure you have them set the way you want them to be set....

I will be completely honest, bookkeeping isn't really that difficult. I love bookkeeping keeping track of my clients income and expenses....

Now that you have your taxes all done. It is time to set goals for this upcoming year! 1.Set goals for the year Look at your last years...

I want your tax season to go super smoothly so it is important to follow the following steps: 1.Send 1099 to contractors the first week...

1. Collect on accounts receivable Make sure you check in with accounts that are past due from your clients. This is the perfect time to...

1. Review 1099 Contractor Balance Detail Make sure each contractor has the correct pay. 2. Review 1099 Contractor Balance Summary Make...

1.Review the Profit and Loss Statement Make sure that your P&L is looking accurate. Move transactions around, make sure there is no...

The chart of accounts is one of the most important aspects of the business and should be reviewed regularly. It is super important to use...

There is so many reports and options in Quickbooks Online that it can be very confusing to know which reports to review. The three most...

Do you have employees or contractors? How do you need to track them differently in Quickbooks Online? What is the difference between...

Projects are a very handy tool in Quickbooks Online for those of you who work on custom projects for your clients. Watch how to learn...

This is so important to understand. Most small business do have independent contractors and do need to send 1099s at the end of the year....

It is super easy and will save you time not having to login to another program like square or paypal to run invoices and other sale...

Bookkeeping should be done at least every other week so twice a month. I suggest my bookkeeping coaching clients do their own bookkeeping...

It’s important to complete company information because what you provide in this section will affect the contact information that appears...

Do you have vendors that your unsure if they need a 1099s? If you paid someone/a business over $600 in one year then get a w9 from them....

The end of the year is here and it is time to start getting ready for taxes. You need to make sure your books for your business are in...