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Blog Archives

How Do I Print the Deposit Detail Report?

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When you go to the report section of QuickBooks Online Harmony you will search relentlessly through their menu and wonder what they have done with the deposit report. Although I love the new look of Harmony, the addition of the graphs, and many of their new features, I am not big fan of the report […]

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How Do I Inactivate a Customer in QuickBooks Online?

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You go to the Customer Center by clicking the word Customer in the blue bar on the left of the screen, select the customer name from the list that you want to inactivate (clicking on the name itself), click the edit button next to the name to get to the customer information screen.     […]

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Using the Closing Date to Protect Your Data

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The Closing Date is a setting in QuickBooks that most companies will need to be setting soon. This is set after the books have been sent to the CPA and any adjustments have been made if necessary. This setting should be password protected and shows that the books have been closed for the prior year. […]

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New Year, New Budget…

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As we start a new year, it is the natural time to look back at the past year and analyze the numbers. You may look at the P&L for the past year and project a new budget for the coming year. Here are 3 tips for those of you working on your budget: Be realistic […]

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