Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

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Tag: QBO

Why You Should Be Using Tags in QuickBooks Online, and How to Create Them

categories: QuickBooks Online

tags: QBO

Why You Should Be Using Tags in QuickBooks Online, and How to Create Them

Classes and categories have their place in QuickBooks Online transactions. Tags add another way to track your financial data. QuickBooks Online is a great tool for creating, storing, and sending sales and purchase forms, and for building detailed customer and […]

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Do You Need to Add Users in QuickBooks© Online?

categories: QuickBooks Online

tags: QBO // quickbooks // QuickBooks Online

Do You Need to Add Users in QuickBooks© Online?

QuickBooks Online allows you to give multiple users access to your account. Here’s how to set them up. Adding employees to your staff is reason to celebrate. It means you’re growing enough that you need to bring new people on […]

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How Do You Connect to Your Banks in QuickBooks?

categories: quickbooks // QuickBooks How-to's // QuickBooks Online // Uncategorized

tags: Banks // QBO

How Do You Connect to Your Banks in QuickBooks?

Importing your bank transactions into QuickBooks saves time, improves accuracy, and makes you a better money manager. It’s been a long time since your only options for learning about your bank balances and cleared transactions involved your telephone and your […]

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How Does Progress Invoicing Work in QuickBooks Online?

categories: QuickBooks Online

tags: get paid // QBO // QuickBooks Online

How Does Progress Invoicing Work in QuickBooks Online?

Want to break up an estimate into multiple invoices? QuickBooks Online supports progress invoicing. If you do large, multi-part projects for customers, you may not want to wait until absolutely everything is done before you send an invoice. This can […]

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Customers Paying Late? How to Create Statements in QuickBooks Online

categories: QuickBooks Online

tags: get paid // QBO // QuickBooks Online

Customers Paying Late? How to Create Statements in QuickBooks Online

There are many ways to encourage delinquent customers to pay. Learning how to create statements in QuickBooks Online may be effective for you. After the year-plus you’ve just experienced, the last thing your small business needs is customers who are […]

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Small Business Recovery and QuickBooks Online

categories: COVID-19 Business Insights // QuickBooks Online

tags: COVID-19 // QBO // QuickBooks Online

Small Business Recovery and QuickBooks Online

The COVID-19 pandemic isn’t over, but many small businesses are on the upswing. How QuickBooks Online can help if yours isn’t. Intuit recently did a survey documenting the financial losses that many small businesses had experienced since March 2020. Not […]

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Managing Downloaded Transactions in QuickBooks Online

categories: QuickBooks Online

tags: QBO // transactions

Managing Downloaded Transactions in QuickBooks Online

Downloading them is the easy part. QuickBooks Online lets you work with downloaded transactions in numerous ways. QuickBooks Online was built to import transactions from your online financial institutions. You can enter them manually but downloading them saves an enormous […]

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QuickBooks Online’s Mobile App: The Basics

categories: QuickBooks Online

tags: mobile app // QBO

QuickBooks Online’s Mobile App: The Basics

QuickBooks Online is more portable than you may realize. Check out the QuickBooks Online mobile app. Here’s how to get started. In this work-from-home world, millions of people are finding it impossible to get away from the “office”. But there […]

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categories: QuickBooks Online

tags: budgeting // QBO

10 Tips for Better Budgeting

Here are 10 tips for better budgeting, and how QuickBooks Online can help you with the mechanics. If you already have a budget, it’s probably been difficult for you to stick with it for the last several months. Unless you […]

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