Eric Gerard Ruiz, CPA

Manually entering bank transactions into QuickBooks Online isn’t the recommended approach, and for good reason. The platform’s bank feed feature is faster, more accurate, and designed to keep your records in sync. However, there are times when manual entry is unavoidable, like when you’re catching up on past bookkeeping or need to record older transactions…

Financial reporting is the final product of your bookkeeping; it turns your business transactions into a clear snapshot of performance and financial health. Without reports, you’re running your business blind. QuickBooks simplifies financial reporting by automatically generating dozens of built-in reports. But with so many options available, it can feel overwhelming trying to figure out…

QuickBooks Online remains the leading choice for small business accounting software across the US. As technology continues to evolve rapidly, Intuit consistently enhances QuickBooks Online to serve its diverse customer base better. TL;DR for smart business owners: Here’s what you need to know about the newest QuickBooks Online features that can actually make a difference…

Launched in September 2023, Intuit Assist marked Intuit’s entry into AI. With AI agents having been rolled out on July 1, 2025, the company is doubling down by creating virtual teams for businesses, streamlining workflows from financial analysis to customer management, and freeing up valuable time for strategic work. This latest move ensures your company…

QuickBooks allows you to customize the look and feel of your invoices to make them more professional for your clients. In this article, I’ll walk you through how to customize invoices in QuickBooks Online in just five easy steps, from creating form styles to choosing what appears in the invoice email. Be sure to have…

QuickBooks Online can help you organize and track your personal finances, just like it helps small businesses manage their accounting tasks. I’ll show you how to use QuickBooks for personal use, from adding income and expense accounts and creating classes, to classifying imported transactions and creating a budget. Visit QuickBooks Online Step 1: Create income…

Jobber and QuickBooks Online serve two very different purposes. Jobber is built for managing daily and field operations, while QuickBooks is focused on financial tracking, reporting, and accounting. They aren’t direct competitors, and comparing them isn’t apples-to-apples since one is operational and the other is financial. Each excels in its lane, and they are often…

In comparing Xero vs Sage, I found that the biggest difference is in how they’re built. Xero is entirely cloud-based, which means you can access your books from anywhere. Sage 50, on the other hand, is desktop software, so unless you’re tied to a specific computer or server setup, it can feel limiting. In my…

Did you make a mistake on a deposit in QuickBooks Desktop? No worries! You can delete it and send the check right back to the Undeposited Funds account. From there, you’ll be able to edit or remove it altogether. I’ll show you step-by-step instructions on how to delete a deposit in QuickBooks. Also read: Best…

The best sales tax software must do more than just calculate tax. At the very least, it should allow you to apply tax rates per transaction, with built-in rates ready to go or the flexibility to add them manually. However, the gold standard is automatic rate calculation based on location, removing guesswork and reducing errors….

The best QuickBooks hosting provider should offer essential cloud hosting features, such as guaranteed high uptimes and automatic backups, security and reliability of data, and excellent performance and speed of IT services. As a bonus, some providers offer additional benefits, like free trials and money-back guarantees. Here are our six best QuickBooks cloud hosting service…

If you’re seeing unapplied cash payment income in QuickBooks Online, it means a customer payment was recorded, but QuickBooks doesn’t recognize it as linked to an invoice. This usually happens when the payment date is earlier than the invoice date or if a payment was entered without being correctly applied. It can also occur if…