Episode 1 – Polymath Video Tutorial Series: Changes to QuickBooks Online – The Clickmap

With the update to QuickBooks Online one thing we have found our clients struggling with is the removal of the clickmap. Everyone is asking, where did the clickmap go? How do I navigate Quickbooks without it? If you are a visual learner who is used to working from the clickmap in QuickBooks Online watch this video for tips on how …

Episode 2 – Polymath Video Tutorial Series: Changes to QuickBooks Online – Overview

Episode 2 offers a general overview of the changes to QuickBooks Online Harmony, watch this video for how to navigate QuickBooks Online.  This is a great video to watch so that you can see where to find all the tools that you need to effectively work in QuickBooks.  This review will benefit both new QuickBooks users and existing users who are …

Sending Feedback to QuickBooks Online

Giving QuickBooks Feedback As most of our regular readers and clients already know QuickBooks Online has recently gone through a huge update.  (If this is the first you are hearing about the QuickBooks Online update check out the Polymath blog from March about the coming changes.) One important thing anytime software goes through a huge update like this is for …

Episode 4 – Polymath Video Tutorial Series: Changes to QuickBooks Online – Sales Receipt

This episode of our QuickBooks Online Harmony tutorial series covers sales receipts.  How do you create a sales receipt in QuickBooks Online?  When do you create a sales receipt?  Why use a sales receipt instead of an invoice?     For more information about the difference between invoices and sales receipts, check out the Polymath blog on the topic. Make sure …

Keyboard Shortcuts for QuickBooks Online

Data entry for bookkeeping is very important and it needs to be accurate.  But it can also be very time consuming.  There are some great time saving keyboard shortcuts for QuickBooks Online that will help you get the right date without having to look at a calendar and with only one keystroke!t: today+ (plus key): tomorrow– (minus key): yesterdayw: first day …

Quickbooks Online Tutorial Series -Intro

QuickBooks Online has undergone some big changes since Fall of 2013. In Spring of 2014 they began to transition existing clients from the Classic QBO look over to the new “Harmony” version. You may have just received a notice that your company file is ready to update, and are are wondering whether to hit the “Do It Now!” button, or …

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Invoice vs. Sales Receipt

These are common questions that we get A LOT. – What is the difference between an invoice vs. sales receipt? – When should I use an invoice vs. sales receipt? – Why is this money I got from my customer showing up in my QuickBooks twice? They are all very good questions. INVOICE An invoice is what you send to one …

Cash vs. Accrual – Counting Chickens

Some common questions we hear: What is the difference between cash basis and accrual basis? How does selecting cash vs. accrual affect my reports? How do I decide whether cash vs. accrual is better for my business? These are all very good questions! Selecting cash vs. accrual is like trying to decide whether to count your chickens before they hatch …

Upcoming changes to QuickBooks Online

QuickBooks Online is going through some big changes. Some of these changes are AWESOME, others are going to take a bit of getting used to, and a handful are likely to change back as the programmers receive feedback from users like you.  Keep in mind that your feedback is essential to this process, and that most of these changes are …

It’s Never Too Late! 4 Tips on how to stop procrastinating.

Have you been putting something off for a while? Maybe it’s your books. Maybe it’s cleaning your office. Maybe it’s getting your will or personal affairs in order in case of a worst case scenario coming to pass. Whatever it is, the longer you put it off, the more daunting it becomes. You may start to link emotions of guilt, …

Happy Holidays 2013

Happy Holidays! Best wishes and plenty of holiday cheer to your family from ours. With love and thanks, Ingrid, Sheri, Darya, Penny, & Polly Polymath, LLC: Ashland Bookkeeping Services Please follow and like us:

The illusion of failure

 If you haven’t already checked out the blog on Choice, I suggest taking a peek at that one first. The question comes up, what happens when we don’t succeed? Is failure the end result?  When our choices lead us someplace other than our goal, there are some important things to keep in mind. Goals can change. What do we want? …

Risk –> Growth! Why Fear is Holding you Back.

We often do not recognize the roadblocks that are in our way. Those blocks often have their roots in our fears. Fear of failure, fear of success, fear of being called out on our weaknesses. Being afraid takes a lot of energy. How do you shift that energy from the place of fear to a place of success? Choose it. …