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Getting Started with QBOA
New to QuickBooks Online Accountant or are you a new ProAdvisor? If so, you’ve found the right place to be and this Community is for you. This is your place to learn from experienced ProAdvisors or share your knowledge to help out other new members getting started with QBOA. Learning to navigate a new space can be challenging, but can be made easier with support and resources designed with you in mind. ProAdvisors this is your spot to browse, learn, start a discussion, share your knowledge, and connect with other ProAdvisors.
Hot off the presses! Check out these new enhancements to the Reclassify
Transactions tool. Reclassify Transactions will now use the default
dates from the Report and Tool defaults. Need to reclassify Locations?
The location field has been added now a...
Welcome, we are glad that you are here! If you are a new ProAdvisor or a
long-time veteran, this Community is for you! We’ve created this space
so ProAdvisors can connect with and learn from each other. New
ProAdvisors can ask questions and more expe...
Happy New Year Everyone! Before we all get busy with year-end accounting
activities lets look back to last month to see what new features
released. This past December brought a wide variety of new updates to
the QuickBooks product line. TSheets Elite...
Wow, our last week of mentoring. It went by way too fast. This week's
video was more about business. How do you price? How do you work with a
client that has an Admin staff? How do you market your firm? Happy New
Year! @lynda Artesani Artesani Bookke...
I just saw the new placement of the create (+) New button in my test QBO
company today. It's not showing up yet in QBOA, however, it eventually
will. We'll start to see this slowly roll out to everyone soon. I just
wanted to give everyone a quick hea...
Stay up-to-date on the new features introduced last month by checking
out the complete Firm of the Future article. See these sections below
for those features specific to QuickBooks Online Accountant. Business
Performance DashboardNew workflow for cr...
Back for week six with Rossana Laib. This week we review the ever so
important steps of receiving funds at a law firm. How to record the
receipt of the retainer. How to record the revenue recognition steps for
the law firm. As always if you need addi...
This week we talk LawPay, an app that is great for attorneys that have
trust accounts and want to be paid by credit cards. It keeps them
compliant by separating the cc fees from the deposit itself to trust. We
also discuss LeanLaw setup. We chat up p...
This week Rossana (at her request) asked me to create a messy Law firm
client account and she then logged in with me and used her detective
skills and what she has learned to fix the common errors with trust
accounting and working with law firms. If ...
Well, weeks 2 and 3 were combined here for clarity's sake. This week(s)
we talk setting up a law firm account using LeanLaw and QuickBooks.
Contrary to popular belief, QuickBooks and especially QuickBooks Online
Advanced is a great platform for worki...
We just started another 7-week mentorship program in our FB Group QB
Community Live! Rossana Laib requested mentorship with me because she
knows my firm specializes in working with attorneys and law firms.
Follow us through this journey as we do some...
In our Facebook group, Matthew Fulton @ParkwayInc, from Parkway Business
Solutions and I do some mentoring. We sometimes can encourage our
members to allow us to do the mentoring on video so all can learn. We
were very fortunate that Stefani Tadio al...
Fall colors and cooler days are here as October is now in full swing! We
have some product navigation changes, and some other time-saving
features to share with you this month. Keep in mind some of these will
be rolling out slowly. Here is a heads-up...
Hi,a client of mine has qbo plus with several users. ONe of the users
has rights to make invoices but there are different templates. He is not
able to choose between the template because the option 'customize' does
not appear in the toolbar below. No...
It’s true! October is here! Check out the updates released in QBOA last
month. Mileage Tracker for your QBO clients Performance enhancements for
reportsMultilingual invoicing supportReply to your Find-A-Proadvisor
leads in QBOA
Our very own Lynda Artesani wrote a beautiful article, “How to use
QuickBooks Online Advanced for a real estate company” that will help
satisfy that curiosity. If you work with any real estate clients, you’ll
want to check it out. She goes into detai...
Have any of your clients received this error message upon login? "Oops,
Something went wrong" Turns out there is a 3rd party extension that
might cause this error to appear. Read this post to learn more about
this issue and what you can do to move ar...
If your clients have been using Classes in QuickBooks Online Plus to
track project profitability, you’ll want to take a few minutes to check
out the article by Matthew Fulton. Matthew walks you through how to
convert your classes to projects in his a...
Can you believe it’s September? Before we usher in this next month,
let's take a minute to look back at August. Don’t miss out on these 4
updates for QBOA released this August. We’ve updated Reclassify
transactions so it includes collapsible columns....
Last month QuickBooks Online received 3 new enhancements that you should
know about. Prepare yourself just in case one of your clients happens to
ask you about them. We began releasing a basic version of Prep for Taxes
back in March of this year. Vie...
QuickBooks Help has moved all help-related resources in one spot. And
the Getting Started with QBOA discussion board has a new home. From
QuickBooks Help explore the Community, find articles, tutorials, videos,
webinars, and training classes. If you’...