Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to record bank deposits in QuickBooks Online. To follow along with me, log into your QuickBooks Online account now, or click the link below for a free 30-day trial of QuickBooks Online. To complete this lesson, you…
How to Manage Downloaded Banking Transactions (Bank Feeds) in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to manage downloaded banking transactions (QuickBooks bank feeds) in QuickBooks Online. You can follow along on your own QuickBooks Online account. If you don’t have one already, click here to sign up for a free 30-day trial…
How to Manually Enter Banking Transactions in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to manually enter banking transactions in QuickBooks Online. You can follow along on your own QuickBooks Online account. If you don’t have one already, click here to sign up for a free 30-day trial and follow along…
How to Set Up Customers in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up your customers in QuickBooks Online. We’ll explain how to manually add customers and how to upload customer data from an Excel or CSV file. To complete this lesson, you can either watch the video…
How to Import Credit Card Transactions into QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to import your business credit cards into QuickBooks Online. We’ll explain how to automatically link up your credit card accounts to QuickBooks as well as how to import credit card transactions manually using a CSV file. If…
How to Set Up Multiple Users in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to give your accountant, bookkeeper, or other users access to your QuickBooks Online account. To complete this lesson, you can either watch the video below, read through the step-by-step instructions, or do both. Let’s begin! If you’d…
How to Set Up Advanced Settings in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up Advanced Settings in QuickBooks Online. These settings will affect what shows up on your financial reports, including your profit & loss statement, balance sheet, and cash flow statement To complete this lesson, you can…
How to Set Up Vendors in QuickBooks Online
Welcome to the Fit Small Business QuickBooks Online training course! In this lesson, we’re going to cover how to set up vendors in QuickBooks Online. We’ll explain how to manually add customers and how to upload vendor data from an Excel or CSV file. To complete this lesson, you can either watch the video below,…
What do New Zealand sheep farmers know about innovative accounting? An interview with Xero’s Russell Fujioka
I have interviewed dozens of CEOs and senior executives in the small business space. The term “southern hemisphere” has only come up in one interview. Recently, I interviewed the U.S. President of Xero (XRO NZE), Russell Fujioka. The conversation briefly turned to New Zealand sheep farmers and herd management. His company, Xero, is very well known…
The Value Of Time: An Interview With Bank Of America’s Will Barr
Bank Of America defines small businesses as companies with less than $5 million dollars in annual revenues. They serve approximately 3 million small business customers that have around $80 billion dollars of deposits with Bank Of America. Fit Small Business is a satisfied Bank of America client. We have our business checking and saving accounts…
Small Business Owners Beware, You Are About To Get A Payroll Tax Increase – An Interview with Patriot Software CEO Mike Kappel
No new laws have been passed on the subject, but in July 2015 the Department of Labor issued a notice which “clarifies” the definition of who is an employee (a W-2 employee) versus an independent contractor (which receives a 1099). As a result, Mike Kappel believes small business will have to start paying many more workers…
1 in 5 Global Transactions Now Made Via Mobile (Chart of the Week)
Did you know that your Smartphone or tablet can also double as a point of sale (POS) device? With today’s inexpensive and easy to use mobile card readers, any business owner can transform his mobile phone or tablet into a mobile POS device and expedite payments on the sales floor, tableside at a restaurant, or…
