QuickBooks Online

Discover the power of QuickBooks Online—a cloud-based accounting solution designed to simplify your financial management. Access your business data anytime, anywhere, and collaborate seamlessly with your team. With features like automatic transaction downloads, real-time reporting, and secure cloud storage, QuickBooks Online empowers you to make informed decisions and focus on growing your business. 

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Have you looked recently at QuickBooks Online?

I’ll admit it: I’m not someone who easily embraces change. My comfort zone? Being Comfortable. Years ago, QuickBooks Online was frustrating. It felt clunky, slow, and unintuitive. Tasks took longer, things were hard to find, and the platform wasn’t forgiving, leaving me feeling inefficient and annoyed. And then there was the monthly fee I could not wrap my head around. But have you seen QBO lately?It’s a whole new experience. Everything is better—faster, smarter, and more user-friendly. I am now actively encouraging long-time desktop users to make the switch. If you’ve been hesitant like I was, it might be time to take another look.

– Renee Daggett, AdminBooks CEO

These are the 18 things that I LOVE about QuickBooks Online

  1. Allows you to work from any type of device (PC, Mac, Smartphone, Tablet) at any time
  2. Automatically downloads checking and credit card transactions
  3. Automatically schedules and sends invoices
  4. Cloud hosting included for free
  5. Allows up to 3 users to access the same file but unlimited reports only and time tracking user access
  6. Automatically updates, so you’re always working on the most current version of the program
  7. Automatically back-up your file, so you’ll never lose data
  8. Instantly provide your accountant with access to your file
  9. Work efficiently with multiple screens open
  10. Delete accounts you are no longer using, but see them again easily by clicking the “inactive” box
  11. Faster, easier workflow. Menus are reduced so there is less navigating thru pull down tabs
  12. If you have scrolled down a customer/vendor list and go to another page, it remembers where you were when you come back
  13. You can upload copies of receipts and attach them to the transaction for paperless proof of deduction
  14. You can bookmark specific pages in your browser to reduce the amount of clicks
  15. Your banking page shows the matching transactions boldly with a green icon, which is less confusing
  16. System assistance with reconciling if bank feeds are connected. The system selects what has been cleared
  17. Rules can be created to auto-add transactions from the bank feed. For example, all PG&E transactions can automatically be categorized to utilities
  18. QuickBooks Online Advanced offers a more robust program that allows up to 25 users with custom roles and features such as batch entering of checks and invoices, automated approvals and KPI indicators

Migrating from QuickBooks Desktop to QuickBooks Online

This Intuit article provides more information on migrating a QuickBooks Desktop file to QuickBooks Online. It will help if you are deciding if you should migrate and how to prepare and start using QuickBooks Online when you’re ready.

Read the Intuit Article

Is QuickBooks Online the right program for you?

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