Informational pieces on small business bookkeeping, bookkeeping services, taxes, and robots.

QuickBooks Online Tutorial: How to Receive Payments

QuickBooks Tutorials

Receiving payments in QuickBooks Online helps maintain an accurate accounts receivable balanced. When a payment is entered into QuickBooks, the accounts and financial statements are affected.

QuickBooks Online Tutorial: How to Create an Invoice

QuickBooks Tutorials

Invoices are a culturally acceptable way of asking for payment. After you set up your customers, let’s create invoices. 

There are two options from where you can create an invoice using QuickBooks Online: on the homescreen or from the customer centre.


QuickBooks Online Tutorial: How to Add Customers

QuickBooks Tutorials

The success of every business enterprise depends on a comprehensive strategic planning that covers all the aspects of operations, from gaining a client to accounting tools used in gauging success in return of investments. Some companies have experienced great loss, because they’ve missed to constantly keeping a closed-loop operation.
"Customers are the lifeblood of every business,"  therefore, keeping track of them must be the top priority.  QuickBooks Online is designed to see how the business is doing and keeps it updated with their customers. The following are the steps on how to set up customers using QBO Software:

Deep Core Data: IT Experts That Are Far From Generic

Startup Spotlight, Deep Core Data

Our friends at Deep Core Data are definitely not the expected IT experts. They differentiate and pride themselves on being "human-focused IT experts" by approaching companies from a person-first, technology-second mindset instead of the common reverse path. Rhiannon Chiacchiaro, Director of Technical Business Development, gave us the scoop. Read on to learn more! 

How to Save $ With Online Bill Pay Services


If you’ve ever paid a bill by visiting your account on the website of the service (such as paying your Netflix bill on the Netflix website), then you may be annoyed by bills that don’t have a website or app where you can quickly pay as you go. Businesses often acquire bills that can’t be paid over the Internet or via phone, and that means that you’ll have to spend some time filling out and mailing checks at least occasionally.

SoFriendly: Entrepreneurs Building Innovative Products

Startup Spotlight

Featured in this week’s startup spotlight is SoFriendly, a group of entrepreneurs that build one-of-a-kind apps. Justin Mitchell (Creative Director and Product Maker) and Jordan Walker (Marketing Director) have become close friends of botkeeper and shared the story of SoFriendly. Check it out in the below Q&A with Justin.

QuickBooks Online Tutorial: Bank Feeds, Adding and Matching Transactions

QuickBooks Tutorials

Another important process in QuickBooks Online is setting up bank feeds. It's good that your here because we are going to walk you through how to do just that in this QuickBooks Online tutorial. But first, we are going to go through the benefits of bank feeds! 

Moisan Legal: Changing The Way We Think About Law

Small Businesses, Startup Spotlight, Startups

Friends of ours at Moisan Legal are doing things differently. Not only have they broken out of the lawyer/law firm stereotype, but they are actively helping entrepreneurs and growth stage companies in more than one way. Learn more about Matthew Moisan and how they are "redefining the practice of law" in this botkeeper startup spotlight!

QuickBooks Online Tutorial: Setting up recurring transactions 

Bookkeeping, QuickBooks Tutorials

Do you know how to set up templates for different recurring transactions in QuickBooks Online? If you don't, don't sweat it! We are here to help and are going to walk you through it.

MarketMuse: A Machine Learning Optimized Approach To Content

Client Spotlight

Our friends at MarketMuse, a valued client of ours, are doing something that doesn't exist anywhere else. Aki Balogh, Co-Founder and CEO at MarketMuse with a background in machine learning, saw an opportunity to bring big data and machine learning to content marketing. He seized the opportunity and made something spectacular. We are thrilled to share their story so read on!

Get tips & tricks on your small business bookkeeping in the botblog. Educational infographics, articles, and the occasional robot humor can come in handy.

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