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…
How To
How to Start a Consulting Business That Gets Clients Fast
Consulting is one of the fastest ways to turn your skills into income. Starting a consulting business doesn’t require a storefront, inventory, or a big team to get started — just expertise in a specific area and a plan for helping others solve real problems. In 2025, launching a consulting business is easier than ever;…
How To Undo a Bank Reconciliation in QuickBooks Online
While you can’t undo an entire month’s bank reconciliation in QuickBooks Online, you can undo and edit individual transactions. To do this, you need to find the account that has the transaction (in your chart of accounts) and then fix the error by undoing the transaction in question and adding the correct one to the…
How to Start a Craft Business: Tips for Success
Handmade goods are more popular than ever, and turning your craft into a business is one of the most accessible ways to earn income doing what you love. Whether you’re making candles, jewelry, home decor, or crochet plushies, you can start small and grow it into a sustainable business. In this guide, I’ll walk you…
How To Customize Invoices in QuickBooks Online
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…
How to Perform a Sales Analysis Without Getting Lost in the Numbers
Did your sales team just miss its Q2 target by 18%? Where do you even begin to figure out why — your CRM, your reps, or your gut feeling? For many small business owners, the answer is often, “We’re not sure.” But a sales analysis gives the clarity you need. Tracking sales isn’t the same…
How To Set up QuickBooks Online for Personal Use
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…
Using Zoom AI Companion: Pro Tips to Save Time & Work Smarter
As remote work has become the norm, video conferencing platforms like Zoom have transformed the way we meet and connect from a distance. Whether you’re leading a team brainstorming session or catching up with friends, video calls have become second nature for many of us. However, there is always more to learn about Zoom, as…