QB Tax Advisor Accounting

QB Tax Advisor

How to Switch to the Accountant’s View in QB Online

As a business owner, handing your bookkeeping and finances over to an accountant can be a huge relief. No longer do you have to worry about categorizing transactions, reconciling accounts, or generating financial statements. However, you still want visibility into your books. That’s where the Accountant’s View in QuickBooks Online comes in handy. Switching over […]

How to Set Up Payroll in QuickBooks Online

Processing payroll efficiently and accurately is critical for any business. QuickBooks Online makes this easy through built-in payroll features tailored for small businesses. With QuickBooks payroll, you can automate payroll runs, pay employees and contractors, file taxes, and generate key reports. No more manual calculations or paper checks! Follow this simple guide to get payroll […]

How to Navigate the QuickBooks Online Dashboard After Logging In

The QuickBooks Online (QBO) dashboard that you land on after logging in provides a centralized hub to manage your business finances. It displays key snapshots of your financial situation and links to access the main areas of QBO. Here’s a comprehensive guide on navigating the powerful QBO dashboard: Overview of the Dashboard Layout The default […]

How to Access QBS Online Through the Login Portal

QuickBooks Online (QBO) provides a cloud-based accounting platform that users can access anywhere through the login portal website or mobile apps. Follow these steps to securely sign into your QBO account: Navigate to the QBO Login Page Enter Credentials to Sign In Reset Forgotten Passwords If you have forgotten your password, use the “Forgot password?” […]

How to Customize Reports in QuickBooks Online

Customize Reports in QuickBooks Online

One of the most powerful features in QuickBooks Online (QBO) is the ability to customize reports to get business insights tailored to your needs. QBO provides many ways to tweak report settings, customize formatting, add visuals, and save customized reports. Overview of Customizing Reports Here are some key ways you can customize reports in QuickBooks […]

How to Import Data into QBS Online

Import Data into QuickBooks Online

Importing external business data into QuickBooks Online (QBO) saves significant time and effort compared to manual entry. QBO supports importing customers, vendors, items, accounts, bills, invoices, transactions and more from Excel, CSV or other accounting systems. Follow these key steps to import your data. Overview of the Import Process Here is an outline of the […]