PSA for QBO users: A recent change to "Your Books" may have unchecked the "add PDF" option for invoice delivery—double-check your settings to ensure seamless document management and accurate sales tax capture.

QBO Tech Tip: Learn the essential steps for managing QBO bank feed transactions to keep client files clean and compliant. From closing books to setting up smart processes, discover the tips that prevent unwanted entries and ensure data accuracy.

QBO Tech Tip: Adding default tax codes for Canadian customers helps you streamline invoicing, especially for out-of-province and exempt sales. You'll save time and ensure accurate tax coding—this tip is particularly beneficial for e-commerce clients managing various tax regions or product lines.

QBO Tip: Learn how to filter for attachments and easily download them in batches or individually, simplifying your expense management.

Manage current reconciliations while waiting for older paperwork using a "soft reconciliation" approach. Start by customizing your reconciliation filters for current date ranges and proceed with the soft reconciliation. This method allows you to continue progress without pausing the entire project until older details are available.

Good QBO housekeeping is essential. Regularly clean up and reconcile Accounts Payable and Accounts Receivable as you create JEs to ensure accuracy.

We at Calmwaters Cloud Accounting have a system built where we can open all reconciliation accounts for each client, in a new window, in two clicks.

Clearing accounts in QBO is a mighty useful tool for e-commerce and POS bookkeeping, as well as many other accounting situations.

I stinking love Bank Rules in QBO!

Bank rules are super helpful for taming the feeds’ excitement and automagically categorizing transactions, saving you hours of correcting or manual coding work.

I have been working in QBO since 2012, and I didn’t know that you could complete calculations right inside transactions until 2014. That's two years of dragging out my calculator that I’m never getting back! I don’t want any of you to miss another minute of math efficiency.

Toggle quickly through dates using keyboard shortcuts.

We love things to be “just so”. It’s our nature that everything is ordered correctly, and we hope our orderliness creates efficiency. One of the things that many folks don’t realize you can control is the view of the accounts in the bank feed screen.

File reviews are key for assessing prospective clients. These are the common elements to review and discover the status of a file.

I have been using RightTool since last Fall, and I am smitten with how it has taken so much of the “ughness” out of QuickBooks Online.

It’s no secret that I love QBO. It’s also no secret that QBO has some irritations, particularly with efficiency and user experience. This is a large part of peeps hesitation to move from QuickBooks Desktop; the smooth, efficient experience that desktop has. RightTool, by and large, solves this.

“RightTool creates the QuickBooks Desktop efficiency we crave in the QuickBooks Online we love.”

QBO Tech Tip

Review company settings before doing any client work or when setting up a QBO file from scratch.

Numbering in the QBO Chart Of Accounts is turned off by default.

You need to go into the company settings and turn it on.

Which I highly recommend you do!

QBO Tags have so many cool uses, yet I don’t many people who have embraced them.

Actually tags are underrated in many of cloud applications.

I still need to do a RightTool deep dive, but I already love the few features I use.

And I want to share with all of you, in two parts, my RightTool journey.

I have barely scratched what this magical Chrome browser extension can do.

I have not taken the time to do a deep dive review on RightTool yet, as I’ve had a lot going on since it came out. I had to move playing with it quite far down on my to-do list.

My accounting friends and colleagues were raving about it, though, and I heard it solved a few QBO issues. I decided I could install the RightTool extension and implement only the issue solvers from which I knew I could benefit. I could put off the heavy lift to explore all the features.

QBO Tech Tip - Dealing with bank feed orphans

The Sales Tax Module income often doesn't match the P&L income - this is not a news flash, but it can be a simple fix.

The trouble comes from how the tax codes track transactions to Line 101, specifically mis-use Out of Scope and Exempt codes.