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The Botkeeper Blog

4 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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11 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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9 min read

QuickBooks Online Tutorial: Setting up recurring transactions 

By Angelina DeLago on Jul 6, 2017 8:26:42 AM

Do you know how to set up templates for different recurring transactions in QuickBooks Online? If you don't, don't sweat it! We are here to help and are going to walk you through it.

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5 min read

QuickBooks Online Tutorial: Products and Services

By Angelina DeLago on May 25, 2017 9:31:47 AM

We are back with a QuickBooks tutorial and this one is on setting up different products and services.

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