Mark Calatrava

Buildertrend is a cloud-based construction project management software that allows you to manage project planning, scheduling, document management, and more. It includes built-in financial management tools, like job costing, invoicing, and payment tracking, and it integrates with QuickBooks Online or Xero for accounting. I find Buildertrend more robust than other similar software, but it can…

I’ll show you how to integrate QuickBooks with HubSpot, which allows you to synchronize your accounting and CRM data between the two software. I’ll walk you through each step—from connecting the platforms to selecting what data to sync and how to configure the data before bringing them over to QuickBooks Online or HubSpot. I’ll also…

I’ll guide you on how to import credit card transactions into QuickBooks Online. You’ll want to navigate to the Banking Center, where you can import transactions automatically by connecting your credit card account to QuickBooks. I’ll also explain how to manually import your credit card transactions If your credit card isn’t supported by QuickBooks or…

In this tutorial, I’ll walk you through how to set up products and services in QuickBooks Online. I’ll cover how to navigate to the Products and services section where you can adjust options for displaying product and service information on sales forms and tracking product quantity and price. If you’re instead looking to add products…

I’ll walk you through how to set up the products and services list in QuickBooks Online, from selecting which type of item to create—whether it’s an inventory, non-inventory, service, or bundle—and completing the necessary details for each item type. I’ll also guide you on how to import your products and services list, which can be…

The best QuickBooks Self-Employed (QBSE) alternatives should track your bills, compile your income and expenses, and let you choose from different invoice templates. For freelancers transitioning to small business owners, they may consider upgrading to a double-entry accounting software like Wave, QuickBooks Online, or Zoho Books. Of the software we evaluated, these are our top…

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…

FreshBooks offers easy-to-use accounting software, but it has some weaknesses. For instance, it requires a live bank connection to track and reconcile transactions. It also lacks features for managing inventory and COGS and monitoring income or expenses by class. Additionally, only one user is included in the base price, so the cost can quickly add…

The best recurring billing software solutions allow you to easily set up scheduled invoices or offer a similar feature such as the ability to clone invoices to automate regular billing. They also have time-saving features such as payment reminders, invoice approval workflows, a client-side portal, and an invoicing app. Additionally, they must provide sufficient invoice…

Editor’s note: We will continuously update this post with new features of QuickBooks Online, so be sure to check back regularly. QuickBooks Online regularly introduces new features to make the platform more user-friendly and help users improve work efficiency. Below, I’ve listed the latest QuickBooks Online updates, including new features and changes, and discussed how…

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…