The Cloud Accounting Blog
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Loads of useful information and advice for your business.
Resources to create respectful client relationships, learn best practices, vet applications and general cloud knowledge.
Client Engagement - Cloud Security - Cloud Technology - Efficiency - Marketing - Musings - QuickBooks Online
QBO Tech Tip - Clearing Accounts: Using And Taming Them
Clearing accounts in QBO is a mighty useful tool for e-commerce and POS bookkeeping, as well as many other accounting situations.
QBO Tech Tip - Bank Rules
I stinking love Bank Rules in QBO!
Bank rules are super helpful for taming the feeds’ excitement and automagically categorizing transactions, saving you hours of correcting or manual coding work.
QBO Tech Tip - QBO In-cell Calculator
I have been working in QBO since 2012, and I didn’t know that you could complete calculations right inside transactions until 2014. That's two years of dragging out my calculator that I’m never getting back! I don’t want any of you to miss another minute of math efficiency.
QBO Tech Tip - Keyboard Shortcuts For Advancing Dates
Toggle quickly through dates using keyboard shortcuts.
QBO Tech Tip - Reorder Bank Feed Accounts And Collapse
We love things to be “just so”. It’s our nature that everything is ordered correctly, and we hope our orderliness creates efficiency. One of the things that many folks don’t realize you can control is the view of the accounts in the bank feed screen.
QBO Tech Tip - File Review
File reviews are key for assessing prospective clients. These are the common elements to review and discover the status of a file.
My RightTool Journey: Part Two
I have been using RightTool since last Fall, and I am smitten with how it has taken so much of the “ughness” out of QuickBooks Online.
It’s no secret that I love QBO. It’s also no secret that QBO has some irritations, particularly with efficiency and user experience. This is a large part of peeps hesitation to move from QuickBooks Desktop; the smooth, efficient experience that desktop has. RightTool, by and large, solves this.
“RightTool creates the QuickBooks Desktop efficiency we crave in the QuickBooks Online we love.”
QBO Tech Tip - Review Company Settings in QBO Files
QBO Tech Tip
Review company settings before doing any client work or when setting up a QBO file from scratch.
QBO Tech Tip - Why You Should Use Numbering In The Chart Of Accounts
Numbering in the QBO Chart Of Accounts is turned off by default.
You need to go into the company settings and turn it on.
Which I highly recommend you do!
QBO Tech Tip - Tags Are Underrated!
QBO Tags have so many cool uses, yet I don’t many people who have embraced them.
Actually tags are underrated in many of cloud applications.
My RightTool Journey: Part One
I still need to do a RightTool deep dive, but I already love the few features I use.
And I want to share with all of you, in two parts, my RightTool journey.
I have barely scratched what this magical Chrome browser extension can do.
I have not taken the time to do a deep dive review on RightTool yet, as I’ve had a lot going on since it came out. I had to move playing with it quite far down on my to-do list.
My accounting friends and colleagues were raving about it, though, and I heard it solved a few QBO issues. I decided I could install the RightTool extension and implement only the issue solvers from which I knew I could benefit. I could put off the heavy lift to explore all the features.
QBO Tech Tip - Dealing With Bank Feed Orphans
QBO Tech Tip - Dealing with bank feed orphans
QBO Tech Tip - Canadian QBO Sales Tax Codes Defined
The Sales Tax Module income often doesn't match the P&L income - this is not a news flash, but it can be a simple fix.
The trouble comes from how the tax codes track transactions to Line 101, specifically mis-use Out of Scope and Exempt codes.