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How to Categorize Transactions in the New QuickBooks Online (July 2025 Update)
One of the most common points of confusion we’ve encountered lately is where to go to categorize transactions. Let's clarify what you can do on the "Bank Feeds" page versus the "Expense Transactions" page in the new AI-empowered version of QBO.

Susan Cook
Oct 63 min read


QuickBooks Online August 2025 Update: Intuit Assist, AI Agents, and Maximizing ROI
QuickBooks Online has majorly evolved with its July 2025 update, bringing a suite of powerful features designed to streamline accounting workflows, enhance user experience, and maximize return on investment (ROI).

Susan Cook
Sep 44 min read


QuickBooks Online Cyber Security: How to Protect Your Financial Data
Cybersecurity isn’t just a buzzword—it’s business-critical. As QuickBooks Online becomes a central hub for invoices, payroll, banking,...

Susan Cook
Jul 293 min read


Smarter QBO Habits for the Second Half of 2025
QuickBooks Online has added powerful new features in 2025—from automated payments to improved custom fields and even predictive dashboards to show you where your finances are headed.

Susan Cook
Jun 283 min read


What Your Accounting Really Needs — AI or Automation?
If you’re using QuickBooks Online, you’re already equipped with powerful automation tools that can reduce manual work, improve accuracy, and give you time back.

Susan Cook
Jun 103 min read


Spring Cleaning Your Books: How to Tidy Up in QuickBooks Online
Here’s a checklist of practical, impactful ways to give your QuickBooks Online file a much-needed tune-up this spring.

Susan Cook
Apr 242 min read


5 Signs Your QuickBooks Online Needs a Health Check
Is Your QuickBooks Online Set-up Showing Symptoms of “Financial Sickness”?

Susan Cook
Mar 284 min read


Optimize Cash Flow and Payment Processing with QuickBooks Payments for Your Small Business
In today’s fast-paced business world, getting paid on time can make or break your cash flow.

Susan Cook
Feb 274 min read


Simplify 1099 Filing with the Latest Update in QuickBooks Online
Automated Tracking, E-Filing, and Real-Time Accuracy Checks Help You Stay Compliant and Save Time

Susan Cook
Jan 102 min read


How QuickBooks Online can help you prep your BOI Report
The clock is ticking for businesses to comply with a critical new federal reporting requirement: BOI (Beneficial Ownership Information) repo

Susan Cook
Dec 10, 20242 min read


Q&A: Paying Contractors Through QuickBooks Online
Working with independent contractors in your business? QuickBooks Online simplifies the process of paying them.

Susan Cook
Dec 6, 20245 min read


How to Use QuickBooks Online’s Dashboard to Improve Cash Flow Management
If you micromanage one thing in QuickBooks Online, let it be your accounts receivable.

Susan Cook
Nov 15, 20244 min read


How to Build a Better Budget with QuickBooks Online
Learn how to use this feature and create a more accurate budget in QuickBooks through the use of your unique Accounts Payable data.

Susan Cook
Oct 4, 20244 min read


Boost Your Invoicing Efficiency with These 5 QuickBooks Online Tips
Be thorough. Be accurate. Be timely and creative. Let's explore how you can improve the quality of your invoices in QuickBooks Online.

Susan Cook
Sep 13, 20243 min read


How to Make Your Client Profiles in QuickBooks More Useful
Your customer database is your company’s most valuable asset. Thorough customer records can improve your customer relationships.

Susan Cook
Aug 23, 20244 min read


Four Steps to creating Projects and tracking their expenses in QuickBooks Online
Are you interested in tracking income and costs related to your projects? With the Plus and Advanced versions of QuickBooks Online, you can

Susan Cook
May 3, 20244 min read


How to use estimates in QuickBooks Online
QuickBooks Online provides tools for creating estimates and converting them to invoices. Here’s how it works.

Susan Cook
Mar 15, 20245 min read


7 Tips to Get More Out of QuickBooks Online in 2024
Make sure you're taking advantage of all that your accounting software has to offer.

Susan Cook
Jan 24, 20244 min read


5 Actions You Can Take To Use QuickBooks Online More Effectively
Looking to start 2024 off on the right foot in your business? These five tips can help you improve your financial management (and maybe even

Susan Cook
Dec 20, 20234 min read


How to Bill Customers for Time and Expenses in QuickBooks Online
If you sell services and/or make purchases on a customer’s behalf, make sure you’re collecting every penny owed to you.

Susan Cook
Oct 25, 20233 min read
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