Friday, October 31, 2014

QuickBooks Online Keyboard Shortcuts

CTL + ALT + ?

In QuickBooks Online, this keyboard combination will bring up a list of keyboard shortcuts. 

www.QBOnlineGeek.com

Monday, October 20, 2014

QuickBooks Online Mobile App Fave: Saving Expenses

What I love about QuickBooks Online is the companion mobile app, which is free from both the Android and Apple stores. I work in the Google ecosystem, so I will be talking about the Android app in this example.

One of my favorite functions is recording expenses. This is a great little feature for those on the run racking up charges for things like meals, gas, office supplies, or whatever while out of the office. I can't tell you how many clients I meet with where the bookkeeper complains about the owner not providing receipts for expenses. 


No more excuses. Entering an expense is intuitive and uses language in questions that are easy to understand. And the best part is being able to attach a photo of a receipt, or anything else for that matter, for free! Yes, free attachments. This is functionality usually seen in 3rd party apps that you have to pay for.

You just click on the camera icon.

And Select Source. This means that you are not only limited to taking a picture, but you can select an existing file from from your photos, Dropbox, etc.
And then just snap your receipt. 
Done.



And for those that want that extra backup capability of saving receipts, I have turned on Auto Backup in my Google+ settings so that every photo that I take gets backed up into the cloud.




And of course, this all syncs automagically and becomes available immediately in the web-based version of QuickBooks Online.

Wednesday, October 1, 2014

QuickBooks Online Update: September 26, 2014

As expected, Intuit is moving full steam ahead with regular improvements to the QuickBooks Online platform. It's only a matter of time when the amount of features exceed those of QuickBooks for Desktop, especially if they do have new updates every 4 weeks or so. 

(1) This latest round includes bank feed rules. While QBO does a very good job of trying to automatically suggest matches, now you can have full control of what is supposed to go where and how. 



(2) Another new feature is a Send Later check box for transactions. I used this feature all the time in the desktop product, so this is a welcome addition. 

(3) You can now customize and preview statements including being able to include and edit the email subject and body before sending. Although infrequent, I had to do this several weeks ago and was kind of surprised when it just sent without any kind of setup, so this is now in line with how emailing invoices work. Nice.

(4) QuickBooks Labs is a new link under Chart of Accounts from the gear icon (settings). It came and went and now it's back again. I've added the Auto Complete plugin and it's pretty cool.



(5) And my last favorite, although there are other improvements, is being able to enter the exact amount for a receive payment that automatically checks the invoice for the same amount. 

So, this round exemplifies the much appreciated updates that revolve around control and automation