Getting the Most out of QuickBooks

 We know that running a business is complicated, and our goal is to show you all the best ways you can get help with your QuickBooks software and, more importantly, how to keep your entire Intuit account super secure. To simplify things, we'll explore three key areas: Your self-help toolkit for instant answers, the beneficial In-Product Help found within your account, and essential tips for Mastering Your Security and Authentication. Tune in now to the Answer Room!   

 The safety of your personal information is of top priority to us. This is why we want to shed light on the fake support attempts targeting Intuit customers on social media and how you can ensure you’re speaking to an Intuit certified expert. Identifying official Intuit social media accounts is critical to avoiding tech support scams and phishing. Legitimate Intuit accounts for brands like QuickBooks, TurboTax, Mailchimp, and Credit Karma follow specific verification and communication standards. Let’s go over ways you can identify them and the specific accounts and branded logos you’ll see from each Intuit product. 1. Key Indicators of Official AccountsVerification Badges: Look for the official verification checkmark (blue or gold, depending on the platform) next to the account name on platforms like X (formerly Twitter), Facebook, and Instagram. Platform Verification Indicator Formal Handles X  Gold or Blue Checkmark next to the profile name. @

When it comes to starting your own business, it's a wild ride that is filled with excitement and the satisfying feeling of bringing your vision to life. But beyond that initial buzz, building something that lasts and really thrives takes some extra thought and planning. For small business owners, getting the most out of your team is critical.Here are three of our top tips focused on people and performance that you can keep in mind to help set your small business venture up for success. Tip 1: Train Your EmployeesYour team is the engine of your business, and to keep that engine running smoothly, you need to invest in their development. Training your employees isn't just about showing them how to perform a task, it's about giving them the knowledge, confidence, and skills they need to excel in their roles and grow alongside your business.Think of training as a continuous process, not a single event. Whether it's formal onboarding, mentorship, or providing resources for learning new skill

  Hello QuickBooks users, and thanks for joining us. These mini guides are designed to instill confidence while navigating your QuickBooks account so you can focus on running your business. This month’s guide breaks down the bank feed and best practices to keep it organized while covering how to match and categorize transactions and what to do if your bank feed isn’t updating. Now let’s make sure you’re feeling confident and keeping your bank feeds under control and dive into this topic! Tips and where to find common items:  Here’s a run through of the main items you’ll need to keep your bank feed in check and where to find them in your account. Match or Categorize Transactions: With our new AI updates, QuickBooks can now find matches and prevent duplicate transactions. If you need to make any changes, you can switch between matching or categorizing to change the category using this toggle. Resize or customize your transaction list: Select Settings (Gear Icon) above the transaction lis

For any small business owner, keeping the doors open and the lights on comes down to shrewd financial management. It's easy to get caught up in the excitement of sales and product development, but neglecting the monetary mechanics, how cash flows in and out, and what you owe the government, can quickly derail even the most promising venture. Mastering your business finances is the essential, often overlooked, key to building a resilient and profitable company. Here are three non-negotiable tips focused on financial health and stability that you can implement to ensure your small business runs efficiently and stays compliant. Tip 1: Understand Your Tax ObligationsOne of the most critical and often intimidating aspects of running a business is taxes. To avoid stressful surprises and costly penalties, you must understand your tax obligations from the very beginning. This goes beyond just income tax, it includes everything from self-employment taxes and potential quarterly estimated taxes

 Hi Community! Welcome back for another Top 5. If you’ve been wondering how to go about requesting a deposit on an invoice, scanning a receipt, and set up a custom invoice template, then you’ll want to keep on reading. I’m going to be focusing on the top Invoicing related questions asked directly from our community.  Let’s go through these together. 1. How do you request a deposit on an invoice?If you require a deposit from your customer, you can add a deposit field to their invoices. Once you enter a deposit on the invoice, it’ll reduce the total amount and calculate your customer’s balance due. Make sure you enter it correctly so you can see it in the deposit detail report.Step 1: Turn on depositsHere's how to add a deposit field to your invoices.1. Go to Settings, then select Account and settings.  2. Go to Sales.  3. In the Sales form content section, select Edit ✎.4. Turn on Deposit. 5. Select Save, then select Done.Step 2: Add a deposit to an invoiceTo see the deposits in your de

  Hello Solopreneurs! We know that tax season can be intimidating, with so many of you doing this all on your own it can be hard to remember everything. There's a lot to learn and this month's Answer Room is here to help. We'll cover how to make edits to your Tax Profile, how to file within your account, all of the dates, requirements and forms you'll need to know and common self-employed deductions you should be aware of.  

  In this month's episode of Quick News, Emma will go over recent product updates in QuickBooks Online. She'll cover new inventory features, ways to enhance your workflow, updates to the Intuit Enterprise Suite, and bulk W-9 upload and automatic 1099's. Tune in and leave a comment below if you have any questions!   

The moment you decide to launch a new venture, you enter a crucial phase of decision-making. Before the first sale or the first hire, every serious small business needs a solid blueprint—a rigorous look inward and outward, combined with a pragmatic plan for the future. Strategic planning and foundational analysis are the bedrock upon which profitable and sustainable growth is built, helping you mitigate risks and capitalize on opportunities right from the start. Here are three essential tips focused on initial business strategy and planning that will provide a robust framework for your new small business. Tip 1: Create a SWOT AnalysisBefore committing significant time or capital, you need an honest assessment of your business idea and the market it will enter. Creating a SWOT analysis is a fundamental strategic exercise that helps you gain clarity on your internal capabilities and external landscape. SWOT stands for: Strengths (Internal, Positive): What your business does well (e.g., u

Hello and welcome to another Top 5! This time around, we will be focusing on Year End 1099 questions, such as how to amend 1099’s, when to email your 1099’s to your contractors and more. Let’s dive into it! 1. How do I amend a 1099?QuickBooks Online allows you to file your 1099's electronically. However, amendments need to be done manually. You can print a copy and mail it to the IRS. Here's how to file the amended form:Order 1099-NEC IRS forms online at IRS Online Ordering for Information Returns and Employer Returns or over the phone at 800-829-3676. Fill out the 1099-NEC form and be sure to select the Corrected checkbox. Once done, mail the form to the IRS. After that, mail the recipient a copy to your contractor as soon as possible so that they can file their taxes. Please refer to the IRS general Instructions for Certain Information Returns for the information that you'll need to prepare. Additionally, you can visit this link for more details about this process: How to correct or

  Hello Small Business owners! We know year one of starting a business is usually packed with both huge challenges and incredible opportunities. Today, we're going to dig deep into some of those common ups and downs that small businesses are likely to experience during this very first, super critical twelve-month period. Beyond just pointing out these potential hurdles and triumphs, we'll also be sharing a comprehensive set of essential dos and don'ts that every aspiring or new small business owner should really keep in mind as they navigate these uncharted waters.