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Chart of Accounts

Setting up your Chart of Accounts is extremely important as this can be thought of as the “back bone” of your accounting system.  It will be difficult to obtain meaningful financial statements if your Chart of Accounts is not set up properly. You will have an option to select from predefined industry templates when setting […]

QuickBooks® Online – Class vs Location Tracking

Jennifer Cobb CPA, PLLC You can create “Classes” in both the Online Plus and Desktop versions of QuickBooks.  In QuickBooks Online Plus, you have an additional option to create “Locations”.  The Location feature is not available in Online Simple Start/Essentials or any Desktop versions of QuickBooks. Both Class and Location tracking allow you to sort […]

Upload Receipts to QuickBooks® Online Using Your Mobile Device

Jennifer Cobb CPA, PLLC -If you are using QuickBooks® Online (QBO), here is a super-handy feature that you will most certainly find beneficial.  You can use the QuickBooks Online mobile app to take photos of receipts…on the spot…at the time of purchase!! The app is free when connected to your QBO subscription and is available for […]

Class Tracking” in QuickBooks®

Jennifer Cobb CPA, PLLC- The Desktop and Online Plus versions of QuickBooks® offer a feature called “class tracking”.  Classes allow you to sort transactions based on identifiers such as location, property, business activity, or project. For example, a construction company might set up classes for lines of business such as new residential construction, new commercial […]