Mark Calatrava

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…

The best project accounting software combines robust accounting capabilities with powerful project management tools to help businesses manage their projects and monitor profitability. Ideally, it allows businesses to track project costs, compare estimated and actual expenses, and track activity by class and location. It’s also a bonus if it has a mobile app that allows…

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 hotel accounting software includes the ability to monitor income and expenses, produce basic financial reports, and manage revenue. It’s even better if it offers extra features, such as assisted bookkeeping services, payroll processing, and a bookkeeping engine to streamline reservation management. That said, here are our top five best accounting software for hotels:…

The main difference between Zoho Books and QuickBooks Online is that Zoho Books has a free plan for companies with an annual revenue of less than $50,000. QuickBooks Online is more expensive for businesses with fewer than 15 users, but it stands out with its vast network of QuickBooks ProAdvisors, which lets you find a…

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…