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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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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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How QuickBooks Online Accountant Can Take Your Firm to the Next Level

A new program gives accountants a new way to provision, purchase, and manage top-rated Apps for your client, making it easy to take your firm to the next level with value billing. QuickBooks Online has recently launched a new program to help ProAdvisors add third-party apps to their wholesale billing account….

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10 Things Your Accountant Wished You Knew About Tax Liablity

Accountants spend a great deal of time encouraging people to plan for their tax liability before the end of the year. Yet every April, it’s inevitable there’s still some confusion that needs clearing up. Here are ten things that every tax accountant wished you knew about tax liability….

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5 Free Project Management Apps

There are a number of free apps or free versions of apps out there designed to help you and your team manage your work efficiently. Is it worth it to go with a free version when paying might get you access to new features, better support, or more file storage? These are the questions we will be answering here and now….

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Podcast – Woodard Events LLC Bankruptcy

With the recent news swirling around this year’s Scaling New Heights conference, we asked Joe Woodard to come on to discuss that, as well as the news that Woodard Events LLC recently filed for Chapter 11 bankruptcy….

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Grow Your Practice Webinar

Get excited about onboarding clients with our best practices for assessing client needs, proposing your services, and setting them up for success. Hosted by ProAdvisors Carla Caldwell and Erin Walsh Dyer…..

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Video: How to Pick the Perfect App

Learn from QuickBooks ProAdvisors how they find, pick and use Apps in QuickBooks Online to help maximize their own efficiency, while making key workflows easier for their clients….

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What is Jetpack Workflow?

Jetpack Workflow is a cloud-based, software application that helps accounting & bookkeeping firms track recurring client work, so nothing falls through the cracks. ..

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