Category: QuickBooks Online

QuickBooks Basics (Free Business Workshop)

Is QuickBooks Working for YOU? Join this informal, round-table style small group discussion and bring your QuickBooks questions.  QuickBooks: The Basics will provide an overview of QuickBooks programs (I.e. QuickBooks Online, Premier, Pro, and Enterprise), the chart of accounts, popular reports and how business owners might best use its tools to benefit their own business….

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FreshBooks vs. QuickBooks

If all you need is invoicing software, than FreshBooks is a viable option for your business.  Simple but excludes many ‘basic accounting functions’.  However, reportedly comes with great customer support services. If you’re looking for accounting software with standard accounting features – that is double entry, billing, invoicing, bank reconciliations, cost tracking (necessary if you…

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PFI Coach Tip – Data Entry in QB

Whether your updating your check register or adding a new invoice, every entry has a direct impact on two main reports: 1) Standard Profit and Loss and 2) Balance Sheet. Note: The Profit and Loss report is ‘date driven’ so pay close attention to accuracy during the entry process. Call QuickBooks Expert and Business Coach,…

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QuickBooks Vs. Xero – Online Accounting Software

The Sleeter Group’s, Greg Lam wrote two very comprehensive articles comparing the features of QuickBooks Online (QBO) to Xero (Part I – Features & Part II – Reports).  As well, Doug Sleeter produced the below video (22 min.) for a visual reference and comparison. Neither Sleeter or Lam recommend one program versus the other but Lam does go so…

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Managing Reports in QuickBooks

Meet with PFI Coach, Chris McGee to discuss QuickBooks’ best Advanced Reporting practices. Providing experienced QB Users the opportunity for round-table style, in-depth conversation, trouble-shooting & Q&As about the best ways to manage their QuickBooks reports. Attend 1 or all 3 sessions – they’re FREE – and bring your questions! Spaces limited to 8 and will…

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