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QuickBooks Online

With its fast and easy setup, QuickBooks Online is the next generation of QuickBooks.

QuickBooks Online organizes your financial information all in one place, so everything is easy to find. It simplifies all your accounting tasks and presents the information you need exactly the way you need it.

It’s easy to switch from a desktop version (Pro, Premier, Enterprise or Desktop for Mac), and with QuickBooks Online you have online access 24/7 anytime, anywhere (mobile access included). It’s easier to use and more flexible than ever, so you can organize your business finances, pay your employees, get paid faster, keep track of expenses, sales, and income, and create and send custom invoices with your company logo in minutes.

If you haven’t ever used QuickBooks before, then QuickBooks Online Simple Start is the best place to begin with at a low monthly cost.

You can choose from four plans: QuickBooks Simple Start (general business and nonprofits), QuickBooks Essentials (retail and e-commerce businesses), and QuickBooks Plus (professional and field services). New for 2019 is QuickBooks Advanced for 5+ users with a dedicated customer success manager and QuickBooks training. High-speed Internet connection recommended.

The QuickBooks Online mobile app works with the iPhone, iPad, and Android phones and tablets and integrates with apps such as PayPal, Zingr, Bill.com, and TSheets Time Tracking.

Key Advantages:

  • Mobile credit card processing

  • Automatic payment reconciliation

  • Automatic backup of data + sync data from bank accounts automatically

  • Pay Now payments feature where your customers can simply click a Pay Now link on your invoice to pay you instantly online via credit card or bank payment

  • 1-click reports like Profit & Loss and Balance Sheet

  • Capture receipt photos on your mobile device and attach them to your QuickBooks expenses

  • Separate business and personal expenses with a single click.

  • Send and track simple invoices.

  • Secure bank-grade encryption.

What we can do ?

In order to assist our clients who wants to manage thier books themselves, we offer a 90-minutes QB Online Training session in which our QuickBooks Online Certified ProAdvisor does following:

  • Set-up your QuickBooks correctly from beginning
  • Train you on Do's and Dont's 
  • Answers your questions about using QuickBooks once you start using it yourself

Connect to Quickbooks

To learn more about how we can help you to transform the way you keep your business books, please complete this form to get a free consultation.

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© Leslie Merritt CPA, CFP® 2021