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Latest discussions & member stories
RayBrown
I'm real familiar with exporting financial data from QB to Excel, but the data manipulation is a real pain. Since we're now budgeting on a class level, the task will be monumental. Is there any version of QuickBooks that shows this year's actuals, la...
by RayBrown Established Community Backer *** in Do more with QuickBooks ‎August 21, 2018 11:46 AM
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SarahGonzales
Former accountant Patricia Tsai has been on a sweet journey since leaving her corporate gig -- from selling her chocolate at the local farmer’s market to retailing her confections at Target stores. Patricia has been a successful shop owner since she ...
by SarahGonzales Content Creator in Starting your business ‎August 21, 2018 11:35 AM
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JulieatTheWELL
As your business grows and client work flows, the opportunity for mistakes to happen unfortunately grows too. Ugh!! Mistakes such typos seem commonplace in today's speed-typing world, but even a small typo can be the difference between getting a new ...
by JulieatTheWELL Momentum to $1 Million Host in Momentum to $1 Million ‎August 21, 2018 11:32 AM
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Rustler
Auto sales tax in QBO is a disaster As with most of what seems to be intuits corporate philosophy of "my way or the highway" - you can not turn off or opt out of auto sales tax. Auto sales tax is tracked based on destination, the billing or shipping ...
by Rustler Established Community Backer *** in Do more with QuickBooks ‎August 21, 2018 11:07 AM
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JulieatTheWELL
Happy Monday Momentumers! Today is my first day back in my office after working from the road for the last 4 weeks! I decided earlier this year that I would intentionally design a 30-day laptop lifestyle adventure where I worked remotely for 4 weeks ...
by JulieatTheWELL Momentum to $1 Million Host in Momentum to $1 Million ‎August 21, 2018 11:04 AM
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WillowOlder
Name: Roger and Caryn Hill Business: Silver Lining Tours and Southwest Photography Tours Launched: 1998 (Roger and Caryn became owners in 2013) and 2008 Location: Bennett, CO Roger Hill’s fascination with severe weather was sparked when he was a kid ...
by WillowOlder Content Leader in Find inspiration ‎August 21, 2018 11:00 AM
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LeslieBarber
If you’ve spent time in the QuickBooks Community, you may know me as one of the proud leaders of this amazing gathering place for entrepreneurs. You may not know that a few years back, I was deep in the trenches of self-employment, just like you. In ...
by Community Leader Community Leader in Starting your business ‎August 21, 2018 10:32 AM
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sergiy
There are many accounting software packages available, both desktop and online. Software products like Quickbooks, NetSuite, Xero, Sage, Wave, Quicken come to mind right away. There are many different accounting tools available because of a wide rang...
by sergiy Established Community Backer *** in Running smoothly ‎August 21, 2018 10:12 AM
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jstovall
Hi all, I recently "made the jump" and am spinning up a digital agency. I've been fortunate that some legacy clients have come along with me and I've got a couple new folks onboard, too. It's all very exciting! I've figured out how to set up projects...
by jstovall Established Community Backer *** in Do more with QuickBooks ‎August 21, 2018 7:04 AM
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JamesOng
Account reconciliation is the process of matching transactions entered into QuickBooks Online against your bank or credit card statements. This review should be done on a regular basis, once a month at the very least when you receive your statements....
by JamesOng Community Host in Getting started with QuickBooks Online ‎August 20, 2018 5:52 PM
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kkchigs
I opened a new set of books for my business. I have some invoices which were partially paid in the past. How can i reflect this? so that the invoice reflects the amount actually outstanding now
by kkchigs Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 5:44 PM
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AGold
Hello.. Can anyone tell me - or direct me to - how I can easily access PDFs of my invoices.. I have followed the directions "print" an invoice and save it from a browers window - but this seems lie a lot of steps.. Also, once having done that, the PD...
by AGold Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 2:43 PM
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john1choice
Is there anyway to give a customer another status like "In collections?"
by john1choice Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 2:33 PM
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Gmhigbee
I own a retail/service business in Mexico and I'm facing the challenge of high cost to import goods across the border. Of course we are trying to find cheaper/alternative options to get items in without going thru US, but regardless I have to pass th...
by Gmhigbee Established Community Backer *** in Growing your business ‎August 20, 2018 2:12 PM
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WillowOlder
When you’re starting out in business, you need honest, objective feedback about your ideas, plans, products and services. Actually, you need meaningful guidance and helpful, constructive criticism at every stage of your business journey. That’s why s...
by WillowOlder Content Leader in Starting your business ‎August 20, 2018 1:22 PM
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SarahGonzales
Let’s ask Nicole Hodsdon, a Michigan-based woodworker who’s been bending plywood into stylish furniture and home goods since she launched her business Ciseal (“sis-EEL,” or layer in Irish) in 2013. How did you start your business? After getting a deg...
by SarahGonzales Content Creator in Starting your business ‎August 20, 2018 1:21 PM
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Caterer
I am a caterer. I buy ingredients such as seasonings to prepare food that is either sold or given as samples. I've been recording the purchases of seasonings as supplies rather than COGS due to the small units of measurement, 1/4 TSP - 1 TBS per serv...
by Caterer Established Community Backer *** in Running smoothly ‎August 20, 2018 12:48 PM
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SarahGonzales
Name: Natalie Cofield, CEO Organization: Walker’s Legacy Location: Washington, DC Launched: 2010 Natalie Cofield has always been out in front of the pack. After attending college at 16-years-old, she launched a career as a management consulting servi...
by SarahGonzales Content Creator in Find inspiration ‎August 20, 2018 11:54 AM
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easternmarine
If you are running Quickbooks POS Multi Store, can you have separate cash in drawer accounts for each store? That is when doing the sync with QB from headquarters you can actually see how much is in each locations cash drawer? Seems like an obvious f...
by easternmarine Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 9:11 AM
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Desarie
I am about to start holding QBO workshops for a nonprofit organization. Does Intuit have any educational material they share with educators? I am a Quickbooks online Proadvisor.
by Desarie Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 8:42 AM
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NelsonRamirez
Been running a landscape mainmainten for a few years. my dad started and I grew up learning it. I have my own income and own clients. Alot of checks come to same address different names thus my brother in law is doing his running his own business sam...
by NelsonRamirez Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 7:54 AM
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SarahGonzales
Let’s learn from Scott Santoro, a graphic designer operating his Worksight Design Studio business in New York for more than 30 years. He says that choosing to brand himself as a business right from the get-go (instead of calling himself a “freelancer...
by SarahGonzales Content Creator in Starting your business ‎August 20, 2018 6:23 AM
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EmilyCowan
It’s nearing the end of another butt-kicking week of self-employment, and I think we could all afford to blow off some steam. Here’s your opportunity to kvell or kvetch - whatever’s on your mind (just remember that this is a public forum, folks!). We...
by EmilyCowan Community Host in Remove roadblocks ‎August 20, 2018 5:30 AM
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ob
I just bought quick book for my business and I have 12 months bank statements in pdf format that I would like to convert to qbo. is there a software out there that can do that cheaply.
by ob Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 5:28 AM
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LSB
how do I record an internal bank transfer from one account to another. In this scenario I am using Quick book essentials and I have only one bank account
by LSB Established Community Backer *** in Do more with QuickBooks ‎August 20, 2018 5:00 AM
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