Mark Calatrava

I’ll show you how to do progress invoicing in QuickBooks Online, which allows you to issue partial invoices from a single estimate. I’ll walk you through all the steps—from turning on progress invoicing to creating an estimate and generating a progress invoice from that estimate. I’ll also show you how to specify how much of…

I’ll walk you through how to set up advanced settings in QuickBooks Online. I’ll show you how to navigate to the Advanced tab, where you can set up and adjust various preferences, including the fiscal year and accounting method, company type, chart of accounts, and categories for detailed reporting. I’ll also share why it’s important…

I’ll show you how to use the QuickBooks audit trail to track changes made to your company file. I’ll guide you on how to access the audit log and how you can use the filter options to locate specific entries you want to review. I’ll also provide some tips on how you can effectively review…

Today, I’ll show you how to close a finished year in QuickBooks Online, which locks your past transactions and protects them from unwanted changes. This includes reviewing your books (reconciling accounts, generating reports, verifying customer balances, etc.) and setting a close date. I’ll also share how to make adjustments to transactions if needed before you…

The main difference between QuickBooks Advanced vs Enterprise lies in their accessibility and the key features they provide for unique business needs. QuickBooks Online Advanced is a cloud-based solution with extensive workflow automation tools, an excellent mobile app, and a vast network of QuickBooks ProAdvisors. A single subscription includes up to 25 users with no…

The best bank reconciliation software should allow you to easily compare your bank statement with your bookkeeping records for the same time period and provide an accurate method for tracking cash flow. It should also enable you to reconcile bank accounts with or without a bank feed connection for maximum flexibility and show all outstanding…

In this tutorial, I’ll show you how to set up a QuickBooks Online chart of accounts. I’ll cover how to navigate to the chart of accounts where you can add a new account and modify and delete existing ones if needed. You’ll also learn how to import a chart of accounts from an Excel spreadsheet…

When deciding on the best startup accounting software for your business, consider an inexpensive solution that offers the option to scale with your operations. During the early stages, look for basic features, like banking and A/R and A/P management. As your business grows, consider whether the software can accommodate advanced accounting needs, like inventory management…

I’ll show you how to set up company information in QuickBooks Online in three simple steps. I’ll cover how to navigate to the Company tab where you can enter or adjust basic company details, including your business type and physical and email addresses, how to enter information to be printed on tax forms, such as…

QuickBooks Bridge by Parex is a third-party connector that allows you to integrate your QuickBooks accounting software with various ecommerce platforms, including Shopify and WooCommerce. It enables you to sync and manage order, product, and customer information between QuickBooks and your ecommerce platform. Monthly prices run from $10 to $30 for QuickBooks Online users and…

This tutorial will show you how to enter credit card transactions in QuickBooks Online, which is an option if you can’t connect your credit card account or if some transactions fail to sync automatically. To do this, you must complete the expense form by providing important details—such as the payee name, transaction amount, payment method,…

The best construction accounting software have essential bookkeeping features, like A/R and A/P management. They also have specialized construction management tools, such as job costing, project management, and construction billing. They are easy to use and provide users access to various customer support channels, like phone, email, and live chat. That said, we compiled the…