Tackling the paper that is involved in the accounting process can be daunting.  Learn how to attach vendor bills inside of QuickBooks Online transactions for easy reference and organization.  

From time to time you may discover that you have multiple accounts tracking the same thing and it causes confusion when you are recording transactions.  Well, there is a little known trick within QuickBooks products that allows you to merge two accounts which retains all of the details of the transaction, but combines them into the correct account.  This tool can be considered a life saver!  Watch the video to learn how to merge accounts in QB Desktop and QB Online.

From time to time a business will need to add new accounts to their chart of accounts.  This video shows you the steps to adding an account in both the QuickBooks Desktop and QuickBooks Online platforms.  Never be nervous about adding a new account again!

Find out what the chart of accounts is and the 5 main categories of accounts. See the subaccounts used in QuickBooks files.

Having a reliable back up is essential to making sure your QB files are available to you if something catastrophic happens (computer melt down, flood, fire, or bad import!).  In this video, I show you how to set up the QuickBooks Desktop backup as well as my most recommended option for the QuickBooks Online backup.  And, yes, you should be backing up your QBO files!

The COVID-19 pandemic came on fast and created chaos in some small businesses as they had to shift their workers to home offices while still keeping their businesses going.  Many didn't have remote access to their QuickBooks desktop file set up and had to rapidly put something in place or relocate computers to their homes.  In this video I show you 4 options to accessing your desktop file remotely with their various pros and cons.

This excerpt is taken from the Steering Your Business through COVID-19 series, Part 5 during which I walk business owners through the accounting issues relating to the PPP Loans granted through the CARES Act.  The video addresses how to set up the loan accounts in both QuickBooks desktop software and QuickBooks Online.