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  2. Most backup options require software, hardware and someone physically handling the backup, switching tapes, CD’s or floppy disks. However, technology now allows you to implement a …

  3. Try using this handy New Client details form in your initial meeting with your new client to establish their needs. Select the features your new client needs. Then cross check to the four …

  4. This provides a quick snapshot of the amount owing to your Taxation Office for the period. GST Rates are the default codes that QuickBooks Online uses in coding the correct GST code …

  5. Navigation Bar in QuickBooks. It provides quick access to information about the people you do business with as well as a history if your business’ financia

  6. With the Company Snapshot, QuickBooks provides you quick access to a real-time view of your business on one page, including a trend graph of your income and expenses, your account …

  7. QuickBooks Account Types and Detail Types Each Account in a QuickBooks “Chart of Accounts” has an Account Type and Detail Type. In QuickBooks Simple Start the options in these two …

  8. From the Quick Create menu, you will be adding the client into QuickBooks Online Accountant. Download the QuickBooks Online Conversion Checklist and follow all steps.

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