Client Articles and Resources

Mastering QuickBooks Online for Any Retail Business: Managing Non-Inventory Items and Third-Party Entities – Part 1

Welcome to our tutorial series designed to help guide [...]

By Gina Pitts|2024-03-11T07:53:20+00:00March 10, 2024|Class and Location Setup, Class Setup, Product Inventory, Product List, Products and Services Setup, Retail, Selecting and Adding Classes, Selecting or Adding Products and Services|Comments Off

Understand that Equity Includes the Net Worth of Your Company

The QuickBooks Online Balance Sheet includes Company Assets, Liabilities and [...]

By Gina Pitts|2024-03-11T07:13:47+00:00March 10, 2024|Balance Sheet, Financial Analysis, Financial Reports, Net Worth, Understanding Financials|Comments Off

Vendor Set-Up and 1099s in QuickBooks Online

When a 1099-MISC eligible vendor is paid more than $600.00, [...]

By Gina Pitts|2024-03-11T04:00:13+00:00March 10, 2024|1099, 1099-MISC, Accounts Payable, Contractors, Vendor Setup|Comments Off

Clean Up Accounts Payable in QuickBooks Online

Keeping your Accounts Payable balances clean, low and accurate is [...]

By Gina Pitts|2024-03-11T03:54:39+00:00March 10, 2024|A/P Clean-Up, Accounts Payable, Accounts Payable Clean-Up, Contra-Accounting, Expense Entries, Expense Errors|Comments Off

Start Your QuickBooks Online Account With These 5 Critical Beginning Entries

Millions of small business owners have switched over from QuickBooks [...]

By Gina Pitts|2024-03-11T06:57:32+00:00March 10, 2024|Chart of Accounts, Connect Bank Accounts, Customer List, Customers, Income Account, Inventory Asset, Inventory Setup, On-Hand Inventory Quantity, Opening Balance Equity, Product Inventory, Product List, Products and Services Setup, QuickBooks Desktop to QuickBooks Online Conversion Service, QuickBooks Online Setup, QuickBooks Online Setup Service, QuickBooks Online Training, Selecting and Adding Accounts, Selecting and Adding Customers, Selecting and Adding Vendors, Selecting or Adding Products and Services, Service List, Starting Inventory Quantity, Vendor Setup|Comments Off

Intro to Monthly Subscriptions with Lend A Hand Accounting

We are proud to stand out in the crowd of [...]

By Gina Pitts|2024-03-11T03:38:06+00:00March 10, 2024|Lend A Hand Accounting Charges, Lend A Hand Accounting Monthly Services, Lend A Hand Accounting One-Time Services, Lend A Hand Accounting Pricing|Comments Off

Catch Fraud and Other Anomalies with QuickBooks Online Bank Feeds

Because your small business bank account charges are "bank fed", [...]

By Gina Pitts|2024-03-11T06:16:30+00:00March 10, 2024|Balance Sheet, Bank Feed Categorization, Employees, Fraud, Personal Charges, Profit and Loss, Understanding Financials|Comments Off

The Best Ways to Record Your Customer Deposits and Retainers in QuickBooks Online

Many business owners receive deposits from customers for services that [...]

By Gina Pitts|2024-03-11T07:23:10+00:00March 10, 2024|Account Receivable, Customer Deposit/Retainer, Customer Deposits, Customer Invoicing, Retainer, Sales Receipts|Comments Off

These 12 Accounts are Automatically Created in QuickBooks Online

Managing your business finances can feel overwhelming. However, QuickBooks Online [...]

By Gina Pitts|2025-10-31T07:53:03+00:00March 10, 2024|Chart of Accounts, QuickBooks Online Setup, Reconciliation Discrepancies, Selecting and Adding Accounts, Uncategorized Asset, Uncategorized Expense, Uncategorized Income, Undeposited Funds|Comments Off

Small Business Owners Should Run Their Profit & Loss Reports on a Cash and an Accrual Basis

Small businesses with Product Inventory use the “Accrual Accounting Method” [...]

By Gina Pitts|2024-03-11T07:09:56+00:00March 10, 2024|Business Growth, Business Health, Business Loss, Business Profit, Cash Flow, Financial Analysis, Financial Reports, Profit and Loss, Understanding Financials|Comments Off

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