Tips & Tricks

How to use tags in QuickBooks Online

Tags are customizable labels that let you track your money however you want so you can get deeper insights into your business. You can tag transactions such as, invoices, expenses, and bills. Tags don’t impact your books

QuickBooks Online Paying Business Expenses From Personal Accounts

Learn how to record transactions where the owner pays business expenses with non-business, personal funds. If an owner co-mingles funds in this way, it means they are using their non-business, personal bank account, credit card account or pocket cash to pay for expenses and items used for the business entity that they own.

Tips and Tricks of QB Online

Join Donna Miller and Terri Goldman of C3Workplace as they share their favorite tips and tricks of QuickBooks Online!

Property Management with QuickBooks Online

Property management with QuickBooks Online can be tricky. You have to think differently.

When the property is yours, it’s more straight-forward. You collect rent, you have rental income. Pay for repairs, it’s repairs and maintenance expense.

When the property is someone else’s. Now you’re handling money for someone else. This means the trust accounting rules apply.

Video: How to fix duplicated deposits from a bank feed

BookmarkIf your QuickBooks Online shows duplicated income, what happened is you pulled in your income through the Banking Feed AND made customer Sales Receipts and Invoices. This video shows you how to fix the error, so that your income is calculated correctly.

Bundle Trick for Estimate Markups

Markups allow users to charge a percentage above their cost on billable expenses. QBO does not have this ability. Until now, check out Bundle Trick for Estimate Markups.

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