{"id":1569,"date":"2019-06-26T20:51:24","date_gmt":"2019-06-26T20:51:24","guid":{"rendered":"https:\/\/www.oconnorcpafirm.com\/blog\/?p=1569"},"modified":"2019-07-02T16:43:28","modified_gmt":"2019-07-02T16:43:28","slug":"%ef%bb%bfnot-using-quickbooks-online-what-youre-missing-out-on","status":"publish","type":"post","link":"https:\/\/www.oconnorcpafirm.com\/blog\/2019\/06\/%ef%bb%bfnot-using-quickbooks-online-what-youre-missing-out-on\/","title":{"rendered":"\ufeffNot Using QuickBooks Online? What You&#8217;re Missing Out On"},"content":{"rendered":"\n<p><br><em>If you dread every minute of the time you spend on accounting, you should know how QuickBooks Online can change your outlook.<\/em>&nbsp;<br> <br> How long would it take you to determine:<br> <\/p>\n\n\n\n<ul><li>What your total\nexpenses for this quarter are?<\/li><li>Whether or not your\nbusiness is profitable as of today?<\/li><li>How much you\u2019ve sold\nevery month this year?<\/li><li>Which invoices are\noverdue?<\/li><\/ul>\n\n\n\n<p> If you\u2019re using QuickBooks Online, you can get answers to all those questions\u2014and more\u2014in the time it takes you to sign on to the website.&nbsp;<br> That\u2019s not an exaggeration. The first thing QuickBooks Online displays is what\u2019s called its Dashboard. This is the site\u2019s home page, which contains an array of charts and account balances that provide a quick overview of your finances. Click on an element here\u2014say, a checking account balance\u2014and you\u2019ll be able to drill down and see the details behind it (in this case, an online account register). Click on the Expense graph, and a transaction report opens.&nbsp;<br> <br> <\/p>\n\n\n\n<p><strong>Your First Hours with QBO<\/strong><strong><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.oconnorcpafirm.com\/blog\/wp-content\/uploads\/2019\/06\/QBO-Screen-share-1024x568.jpg\" alt=\"\" class=\"wp-image-1570\"\/><\/figure>\n\n\n\n<p><br> <br> <em>Quickbooks Online is not one-size-fits-all. Its setup tools help you customize it to meet your own company\u2019s needs.<\/em>&nbsp;<br> <br> Quickbooks Online works like other online productivity applications you may have used. It uses toolbars and buttons for navigation, drop-down lists and blank fields for data entry, and clickable links to open new related screens to trigger actions. Which is to say, the site is easy to use once you understand its structure. We can walk you through the early steps that are required, which involves tasks like: Using the provided setup tools to customize the site. Connecting QuickBooks Online to your bank and credit card company websites so you can work with transactions. Creating records for your customers, vendors, and the products and services you sell (you\u2019ll be able to add new ones as your business grows). Learning about Quickbooks Online\u2019s pre-built reports. Familiarizing yourself with the site\u2019s workflow. Making the transition from your current accounting system.&nbsp;<br>   <\/p>\n\n\n\n<p><strong>How You\u2019ll Benefit<\/strong><strong><\/strong><\/p>\n\n\n\n<p> Once you\u2019re comfortable using QuickBooks Online, you\u2019ll discover what millions of small businesses have already learned, that the site helps you:&nbsp;<\/p>\n\n\n\n<p><br><strong>Get paid faster.<\/strong>&nbsp;You can sign up with a payment processor to accept credit cards and direct bank withdrawals, which can speed up your customers\u2019 responses to invoices. You\u2019ll also be able to accept payments when you\u2019re out of the office on your mobile devices.&nbsp;<br> <br><strong>Minimize errors.<\/strong>&nbsp;Once you enter data, QuickBooks Online remembers it. No more duplicate data entry that can cause costly mistakes.&nbsp;<br> <br><strong>Find any detail in seconds.<\/strong>&nbsp;QuickBooks Online has powerful search tools that allow you to find what you\u2019re looking for quickly.&nbsp;<\/p>\n\n\n\n<p><br><strong>Better service customers.<\/strong>&nbsp;Because your customer profiles include transaction histories, you\u2019ll be able to deal with questions and problems quickly and accurately.&nbsp;<br> <br><strong>Bill time as well as invoice products.<\/strong>&nbsp;QuickBooks Online supports sales of time-based services with capable time-tracking tools.&nbsp;<br> <br><strong>Improve your customers\u2019 and vendors\u2019 perception of you.<\/strong>&nbsp;Your business associates will know that you\u2019re using state-of-the-art technology by the forms you share and the customer service you provide.&nbsp;<br> <br><strong>Save money and time.<\/strong>&nbsp;It does take some time to make the transition to QuickBooks Online. But you\u2019ll quickly make that up with the hours you\u2019ll save on accounting tasks, and be able to concentrate on tasks that improve your bottom line.&nbsp;<br> <br><strong>Be prepared to grow.<\/strong>&nbsp;Because all of your financial data is organized and easily accessible, you\u2019ll be able to quickly generate reports that help you plan for a more profitable future. Banks and investors will need some of these if you decide to seek financing.&nbsp;<br><br><\/p>\n\n\n\n<p><strong>Mobile Access<\/strong><strong><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.oconnorcpafirm.com\/blog\/wp-content\/uploads\/2019\/06\/qbo-on-tablet.jpg\" alt=\"\" class=\"wp-image-1571\"\/><\/figure>\n\n\n\n<p><br> Although you may do the bulk of your accounting work on your desktop or laptop, you\u2019ll have access to many of the site\u2019s features on your smartphone. Your home page displays both an abbreviated version of your browser-based dashboard and a list of recent transactions. You can view, edit, and build new customer, vendor, and product or service records. Snap a photo of a receipt to document an expense and look up or create invoices, estimates, and sales receipts. Record payments, view critical reports, and add notes. Of course, your mobile data is always synchronized with the site itself.&nbsp;<br>  <br> <em>Quickbooks Online lets you do much of your accounting work when you\u2019re away from the office with its mobile app.<\/em>&nbsp;<br> <\/p>\n\n\n\n<p><strong>Happy to Help<\/strong><strong><\/strong><\/p>\n\n\n\n<p>Quickbooks Online was designed for small business people, not accountants. But it includes features that are best used in conjunction with our consulting services, like advanced reports, payroll, and the Chart of Accounts. In fact, the site makes it easy for us to have access to your data so we have the ability to monitor and troubleshoot.&nbsp;Every small business does better with an accounting firm on their team.  DIY accounting, no matter how easy software companies want to tell you it is is a great way to create a monumental mess.<br> <br> We\u2019ve helped countless sole proprietors and small businesses move their accounting operations to QuickBooks Online, and we\u2019ve seen the difference it\u2019s made in their productivity as well as their attitude toward financial management. Contact us, and we\u2019ll be happy to do the same for you.&nbsp;<br><br><\/p>\n\n\n\n<p><strong>Social media posts<\/strong><strong><\/strong><\/p>\n\n\n\n<p><br> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you have not looked at Quickbooks Online lately, it&#8217;s time to see what&#8217;s new.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[67,4,72,10],"tags":[96,97,95,98],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\ufeffNot Using QuickBooks Online? 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