The Botkeeper Blog

4 min read

How to Get the Most Out of QuickBooks Online: 7 Tips

By Aaron Sullivan on Feb 19, 2019 2:30:08 PM

Whether you’re new to QuickBooks Online or a seasoned veteran using the software, you might not be getting the most value out of your subscription. Oftentimes, people overlook simple tips that could help them be more effective and efficient with their books, and that’s why we’ve pulled together a short list of tips for handling your books with QuickBooks Online (QBO).

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2 min read

QuickBooks Online Tutorial: How to Receive Payments

By Thalia Arazas on Oct 12, 2017 8:00:00 AM

Receiving payments in QuickBooks Online helps maintain an accurate accounts receivable balanced. When a payment is entered into QuickBooks, the accounts and financial statements are affected.

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3 min read

QuickBooks Online Tutorial: How to Create an Invoice

By Thalia Arazas on Oct 12, 2017 8:00:00 AM

Invoices are a culturally acceptable way of asking for payment. After you set up your customers, let’s create invoices.

There are two options from where you can create an invoice using QuickBooks Online: on the >homescreen or from the customer centre.

 

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10 min read

QuickBooks Online Tutorial: How to Add Customers

By Thalia Arazas on Oct 12, 2017 8:00:00 AM

The success of every business enterprise depends on a comprehensive strategic planning that covers all the aspects of operations, from gaining a client to accounting tools used in gauging success in return of investments. Some companies have experienced great loss, because they’ve missed to constantly keeping a closed-loop operation.
 
"Customers are the lifeblood of every business,"  therefore, keeping track of them must be the top priority.  QuickBooks Online is designed to see how the business is doing and keeps it updated with their customers. The following are the steps on how to set up customers using QBO Software:
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6 min read

QuickBooks Online Tutorial: Bank Feeds, Adding & Matching Transactions

By Angelina DeLago on Aug 3, 2017 9:47:16 AM

Another important process in QuickBooks Online is setting up bank feeds. It's good that your here because we are going to walk you through how to do just that in this QuickBooks Online tutorial. But first, we are going to go through the benefits of bank feeds! 

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