New Features

How to link PayPal to QuickBooks Online [Part 2]

When you’re using PayPal to receive customer payments, PayPal works like a separate bank account. When a customer pays you, money is transferred from the customer to your PayPal account. These funds will then remain in your PayPal account until you initiate a transfer. The transfer will then move the funds from your PayPal account into your Checking account…..

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Video: Client Retainers, Deposits, and Pre-Payments

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Adding Transactions from Quickbooks Online Bank Feeds

In this Quickbooks training tutorial, you will learn how to add transactions from the Quickbooks Online bank feeds center. You will see the results of the transactions you added as well as find them in the review center in the “in Quickbooks” section…

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Video: Importing Files to Quickbooks Online Bank Feeds

In this video, you will learn how to import qbo files in to the bank feeds review center in Quickbooks online. QBO files are an example of webconnect files. These are files that you can import and review and edit as bank transactions. With qbo files, the result is the same as connecting to the bank and downloading them through bank feeds. The transactions go in to the review center just the same…

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Using PayPal with QuickBooks Online (Part 1)

If you’re using PayPal and QuickBooks Online then this blog post is for you. It will show you how to link PayPal to QuickBooks Online. And then, show you how to how to enter payments made with PayPal into QuickBooks Online correctly.

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How to Manage All Your Clients in QBOA With This New Feature

QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all your clients in QBOA — even those that don’t use QuickBooks within the product. This feature has been available for QuickBooks Online clients — the new feature is that it is now available to non-QuickBooks clients…..

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What’s New in QBO: June 2018

New! On future loans through QuickBooks Capital, you’ll be able to group your principal and interest payments into separate accounts. That way, you can write off the interest at tax time and keep the principle from being taxed as income….

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QuickBooks Online Accountant Slack Integration

The QuickBooks Online Accountant-Slack integration helps your firm ensure nothing falls through the cracks while enabling you to spend less time in your email inbox. Here we demo how to connect Slack to QuickBooks Online Accountant and the notifications, updates, and reminders functionality….

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ClockShark’s Integration With QuickBooks Online

ClockShark is a mobile time tracking and scheduling solution built for construction and field service companies that integrates with QuickBooks® Online (QBO) .Integrating ClockShark with QBO allows companies to seamlessly transfer their time records into their accounting software, which simplifies both payroll and invoicing, all while avoiding data entry errors inherent in manual time entry…..

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Contractor Direct Deposit For QBO Payroll

Intuit® currently helps more than 1.3 million businesses process payroll and file taxes annually, so what could Intuit add to its payroll platforms that would make everyone take notice? How about Direct Deposit for independent contractors? This has been a high priority feature and now QuickBooks® Payroll (QBO Payroll) is bringing it to you!……….

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What’s New in QBO: May 2018

Oh yeah: We also have a fresh batch of QuickBooks® Online updates and improvements to add to your May jubilation. There’s a ton of goodies this month, so let’s get right to it!……..

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QuickBooks Online March 2018 Updates

Assign preferred Vendor/Supplier to the Products and Services List. Assign default Class codes to the Products and Services List. Quantity on Purchase Order (PO) column added to the Products and Services Page…..

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QuickBooks Online Progress Invoicing

QuickBooks Online is introducing Progress Invoicing which is still in “beta test” mode as of writing this blog article in February 2018. That means there could still be significant changes until they wrap up the beta test. Progress Invoicing feature allows you to invoicing a client incrementally for the percentage (or fixed dollar amount) that has been completed of the work due or agreed upon the contract. This could be considered a type of partial invoicing or a type of installment invoicing to your clients.

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QuickBooks Online Price Rules

Intuit is introducing QuickBooks Online Price Rules, a more advanced way of setting product pricing. Price rules allow you to specify an alternate price in an invoice based on factors like date range, customer type, product/service type, or a specific list of items and/or customers…

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Intuit to Acquire TSheets: It’s About Time

Intuit® is taking the next step in making the QuickBooks® platform the smarter way to do business by signing an agreement to acquire TSheets, a leading platform that small and medium businesses, self-employed professionals, and accountants use to automate time tracking and scheduling for them and their workers.

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Progress Invoicing for QuickBooks Online – Part 1

It’s taken a long time, an eternity or so it seems for some people, but Progress Invoicing has finally arrived to QuickBooks Online. Oh sure, some of you may not have it, just yet, but it’s getting rolled out over the next few weeks

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