Mark Calatrava

QuickBooks Enterprise is available in four subscription plans: Silver, Gold, Platinum, and Diamond. We recommend exploring Silver, the entry-level option, to see if it fits your accounting needs. However, if you have employees and can file taxes effectively on your own, go for the Gold tier. If you require more specialized features like advanced inventory…

In this guide, we’ll go over how to create and manage customers in Xero by navigating to the Contact page and completing the contact creation form. Additionally, we’ll cover how to create an invoice in Xero—which involves navigating to the Invoice page and providing the information requested in the invoicing form. Furthermore, you’ll learn how…

This tutorial explains how to connect your bank account to Xero by going to the Bank Accounts section, locating your bank (or credit card account), and connecting the bank feeds. You’ll also learn how to reconcile in Xero—which involves navigating to the reconciliation screen and using options such as matching transactions and creating new ones….

This tutorial covers how to pay bills in Xero, including how to enter and approve new bills and view unpaid transactions. You can enter bills in Xero by completing the New Bill form, and you can view unpaid bills from the Awaiting Payment tab on the Bill page or by running an Accounts Payable Aging…

Welcome to the Fit Small Business free Xero tutorials. Whether you are new to Xero or are looking to deepen your understanding of the software, we have five tutorials that will help you. Each Xero tutorial includes detailed step-by-step guides, complete with text and images. Check out our five free Xero training lessons below: Tutorial…

In this fifth and last Xero tutorial, we’ll show you how to print reports in Xero by navigating to the Reports page, selecting the desired report, and then exporting it for printing. We’ll also cover how to create custom reports in Xero, adjust basic reporting options, and save customized reports. Additionally, for Adviser users, we’ll…

We’ll discuss how to add and manage customers in FreshBooks by accessing the Clients page, creating a new client profile, and managing client information (e.g., editing and deleting them). Also, we’ll cover how to create and send a new invoice by navigating to the invoicing screen and providing the necessary invoice information. Furthermore, we’ll look…

To find a QuickBooks ProAdvisor, go to Intuit’s Find-a-ProAdvisor website and search for a ProAdvisor based on your needs. Since not all ProAdvisors are the same, you have to review their profiles, connect with a few on your shortlist, and check their references to find the right one for you. Alternatively, you may use other…

The QuickBooks ProAdvisor Preferred Pricing Program offers QuickBooks ProAdvisors special pricing and discounts on various QuickBooks products and services. The eligible products are QuickBooks Online, QuickBooks Workforce, QuickBooks Time, and QuickBooks Bill Pay. ProAdvisors have three options to choose from—ProAdvisor Discount, Direct Discount, and Revenue Share—and they can choose only one program for each client….

The key differences between manual vs automated accounting lie in how calculations and data entry are performed and their degree of accuracy. Manual accounting requires a clerk or accountant to calculate and enter data by hand, while automated accounting involves the use of digital software for automatic calculations and data entry. Whereas manual accounting can…

This lesson covers how to create an invoice in QuickBooks Online. You’ll have to create an invoice on the spot using the new QuickBooks Online layout, check the invoice in different views before sending it, and then email it directly to your customer. We’ll also show you how to create an invoice from an existing…

In this tutorial, you’ll learn how to create estimates in QuickBooks Online, which you can use to provide quotes and bids to customers for proposed jobs. You’ll start by navigating to the Estimate section, then creating the estimate, and finally choosing either to save it as a draft or send it right away. We’ll also…