https://www.totalbizcare.com/blog daily 0.75 2026-02-19 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1724157242318-PN1QYSUNA6760TA0J8TP/Business+Advisory.png https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1724158920595-XYDH9VZEKGOLY2YMEBKL/Accounting.png https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1724156719393-55SIRN85TTJM79J4Q9M0/Tax+Care.png https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1724855335881-6FY5Q3BKKTE50FAK4NML/News.png https://www.totalbizcare.com/blog/2026/3/16/how-to-make-tax-payments-irs monthly 0.5 2026-03-16 https://www.totalbizcare.com/blog/2026/3/2/how-to-make-tax-payments-ftb monthly 0.5 2026-03-02 https://www.totalbizcare.com/blog/2026/2/16/5-tips-to-use-qbo-more-effectively monthly 0.5 2026-02-19 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/95d37c30-fbbe-484e-8b61-eec713e71d06/ONLINE+0126+image+1.jpg Blog - 5 Tips to Use QBO More Effectively - Make it stand out We talked about Settings recently, but we really want to encourage you to go over them sometime this month. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/89a212a1-f6e5-4c0e-b8cd-93d567c76e72/ONLINE+0126+image+2.jpg Blog - 5 Tips to Use QBO More Effectively - Make it stand out The More actions menu opens when you click that link on an invoice you’re created. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 5 Tips to Use QBO More Effectively - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2026/2/2/how-to-make-tax-payments monthly 0.5 2026-02-19 https://www.totalbizcare.com/blog/2026/1/19/get-ready-for-2026 monthly 0.5 2026-02-08 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/9ed58f58-4b4e-4d63-b87b-7c09b0db1bb4/ONLINE+1225+image+1.jpg Blog - Get Ready for 2026 - Make it stand out QuickBooks Online’s Standard Reports have a section covering money you owe vendors and contractors. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2807cd4f-2894-4fa3-ad78-50b0bc64e866/ONLINE+1225+image+3.jpg Blog - Get Ready for 2026 - Make it stand out You can choose from three different types of customer statements. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d0e488f2-c1d2-4e2d-872c-7ebdf182a422/ONLINE+1225+image+2.jpg Blog - Get Ready for 2026 - Make it stand out The Sales by Customer Detail report can provide a lot of information about your 2025 sales. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Get Ready for 2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2026/1/5/prepare-for-your-tax-meeting monthly 0.5 2026-01-30 https://www.totalbizcare.com/blog/2025/12/15/track-inventory-online monthly 0.5 2026-01-17 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/27c93035-0d5f-4f53-8dcc-216d27efb275/ONLINE+1025+image+1.jpg Blog - Track Inventory Online - Make it stand out QuickBooks Online can help you track bills, so you pay on time and don’t get into unmanageable debt. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/39d5d257-3241-47b1-9f5d-92d3364a6d56/ONLINE+1025+image+2.jpg Blog - Track Inventory Online - Make it stand out You can manually enter bills to display them in a register for easy viewing and related actions. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Track Inventory Online - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/12/1/how-to-manage-your-inventory monthly 0.5 2025-12-01 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2df8ac0f-6982-43c4-aade-0835f8f60cce/DESKTOP+1025+image+1.jpg Blog - How to Manage Your Inventory - Make it stand out Be sure inventory tracking is enabled before you start. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/078a6621-ff8b-4ee7-9f33-62cd97dd4ec9/DESKTOP+1025+image+2.jpg Blog - How to Manage Your Inventory - Make it stand out Sample product record screen. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/da1fd5bf-b649-43c9-b2ac-45681c742104/DESKTOP+1025+image+3.jpg Blog - How to Manage Your Inventory - Make it stand out QuickBooks alerts you if you try to sell stock you don’t have. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How to Manage Your Inventory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/11/17/online-settings-to-explore monthly 0.5 2025-12-11 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/9420e110-8701-481b-85d6-06c42838045d/ONLINE+0925+image+1.jpg Blog - Online Settings To Explore - Make it stand out These are your options when you want to modify QuickBooks Online’s Sales form content. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c2921865-ca15-4256-8780-f7ae347f7c62/ONLINE+0925+image+2.jpg Blog - Online Settings To Explore - Make it stand out Timesheet management settings. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Online Settings To Explore - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/11/3/when-to-use-sales-forms monthly 0.5 2025-11-22 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c4956321-9dca-4558-bc58-5725454a3fc4/DESKTOP+0925+image+1.jpg Blog - When To Use Sales Forms - Make it stand out Create a Sales Receipt when a customer pays you immediately for a product or service. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/442fe99d-c4ef-4dd1-8ebd-e47183d0ea4c/DESKTOP+0925+image+2.jpg Blog - When To Use Sales Forms - Make it stand out Statements are comprehensive lists of sales transactions that occur between you and your customers over a specified period of time. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - When To Use Sales Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/10/31/beware-of-scams-2025 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Beware + Be Aware of Scams - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/10/20/progress-invoicing-can-improve-cash-flow monthly 0.5 2025-11-12 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a131481c-ea45-4faa-9143-ae307113b7c5/ONLINE+0825+image+1.jpg Blog - Progress Invoicing Can Improve Cash Flow - Make it stand out You’ll have to change the name of the default invoice template so you can modify it to use as a progress invoice. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a31b0daa-2876-4536-9790-d74d01268ad0/ONLINE+0825+image+2.jpg Blog - Progress Invoicing Can Improve Cash Flow - Make it stand out You have three options when you’re creating a progress invoice. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Progress Invoicing Can Improve Cash Flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/10/6/working-with-reports-part-2 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b0ab39b3-479a-4786-ba26-6f8b3eeec01e/DESKTOP+0825+image+1.jpg Blog - Working With Reports, Part 2 - Make it stand out You can memorize report templates you’ve created and store them for later use with updated data. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6314e4a9-08a0-4e3c-a284-3471fd263857/DESKTOP+0825+image+2.jpg Blog - Working With Reports, Part 2 - Make it stand out QuickBooks assigns each comment a number so you can find it easily in the box containing all of them. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/98cd235c-69b8-4a59-bf4a-ee0d46df8bc6/DESKTOP+0825+image+3.jpg Blog - Working With Reports, Part 2 - Make it stand out The Income and Expense Trend chart from the Company Snapshot. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Working With Reports, Part 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/9/15/how-to-add-users monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d3f1a481-3942-47f1-b2ae-dadf0bb91c96/ONLINE+0725+image+1.jpg Blog - How To Add Users - Make it stand out You can choose from multiple billable and non-billable roles when you create a new user. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/39c25da7-9d72-44ea-a5b7-65bee4133e8b/ONLINE+0725+image+2.jpg Blog - How To Add Users - Make it stand out You can see more complete descriptions of each role by clicking View role comparisons. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Add Users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/9/2/working-with-reports-part-1 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d4fcb6c2-bbc1-4902-987b-0cd38be82b7b/DESKTOP+0725+image+1.jpg Blog - Working With Reports, Part 1 - Make it stand out You can establish some preferences for the content and design of your reports in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/997df82a-adb5-4a46-bd5b-5d1126224c25/DESKTOP+0725+image+2.jpg Blog - Working With Reports, Part 1 - Make it stand out You can change the display settings for your report in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/388fa22e-d76d-432a-a0cc-117accedab58/DESKTOP+0725+image+3.jpg Blog - Working With Reports, Part 1 - Make it stand out You can filter your report to display just the subset of data you want to see. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Working With Reports, Part 1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/8/21/more-than-one-service monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/3dbbed75-a113-479a-9585-5b9cd82745e7/More+Than+One+Service.png Blog - More Than One Service - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1724158920595-XYDH9VZEKGOLY2YMEBKL/Accounting.png Blog - More Than One Service - Accounting TBC Services By applying our accounting and training services, TBC evaluates, develops, and implements a plan to assist business clients start, grow, and maintain your venture. Read more ➜ https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b047933a-ca11-4a34-9831-9220eb64650d/finance_mode_200dp_5F6368_FILL0_wght400_GRAD0_opsz48.png Blog - More Than One Service - QuickCare℠ TBC Care Product QuickCare℠ provides accounting assistance to integrate QuickBooks or other software with your business and offers service packages with on-site and internet support. Read more ➜ https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/5fa99b99-73c5-44bd-91b7-48ae205023a4/beenhere_200dp_5F6368_FILL0_wght400_GRAD0_opsz48.png Blog - More Than One Service - Certified ProAdvisors Professional Certification Our Accounting Team members have acquired certifications in the use of QuickBooks software to become Intuit ProAdvisors. Read more ➜ https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1c04a6b1-abe7-47bc-b7ea-a056102af46e/image-asset.png Blog - More Than One Service - Financial Care℠ TBC Care Product Financial Care℠ is a comprehensive package of services to improve cash flow and profits through analysis, expertise and review by a senior professional. Read more ➜ https://www.totalbizcare.com/blog/2025/8/18/use-recurring-transactions monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6ac1c811-861d-41e2-93f6-10b72a052cf9/ONLINE+0625+image+1.jpg Blog - Use Recurring Transactions - Make it stand out QuickBooks Online gives you three options for managing your recurring transactions. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/beca1b89-6e8a-4afc-ab09-cdd287fa12ed/ONLINE+0625+image+2.jpg Blog - Use Recurring Transactions - Make it stand out If you’re creating a Scheduled or Reminder invoice template, you’ll need to complete the fields at the bottom of the Recurring settings pane. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Use Recurring Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/8/4/keep-an-eye-on-your-finances monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b0bb6aad-cb3d-4905-879f-7dc8ac3e23c3/DESKTOP+625+image+1.jpg Blog - Keep an Eye on Your Finances - Make it stand out QuickBooks provides a drop-down menu in accounts registers to help you manage transactions. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/bad900de-bf74-4de3-b56a-a34cb9d041e4/DESKTOP+625+image+2.jpg Blog - Keep an Eye on Your Finances - Make it stand out Send past-due customers a list of outstanding invoices by creating Statements. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Keep an Eye on Your Finances - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/7/24/bookkeeping-vs-accounting monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2025/7/21/ways-to-receive-payments monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/0a3014ed-51f1-4c4a-a633-45e8afcac246/ONLINE+0525+image+1.jpg Blog - Ways to Receive Payments - Make it stand out You can receive payments manually in QuickBooks Online from an invoice itself or from the Invoices page. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/e5727f1f-c9c5-42fa-bc9e-1cf9eb3b6b31/ONLINE+0525+image+2.jpg Blog - Ways to Receive Payments - Make it stand out The Undeposited Funds account in the QuickBooks Online Chart of Accounts. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Ways to Receive Payments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/7/7/track-job-costs-profitability monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b2b718b2-6c98-43df-afb0-ff2a784acfdc/DESKTOP+0225+IMAGE+1.jpg Blog - Track Job Costs + Profitability - Make it stand out You can enter some descriptive information for each job you create. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4441a97a-b303-4e80-a0a8-a39a0548b785/DESKTOP+0225+IMAGE+2.jpg Blog - Track Job Costs + Profitability - Make it stand out When you create an estimate or any other transaction, be sure to assign it to the correct Job if you’ve created one. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Track Job Costs + Profitability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/6/18/accounting-guide monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2025/6/16/move-transactions-from-your-bank monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/f54b833c-2c5a-4ee3-8214-7b6578583ed4/ONLINE+0923+image+1.jpg Blog - Move Transactions from Your Bank - Make it stand out If your bank isn’t listed on the page of options, enter its name, and then click on the correct one if there’s more than one entry. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/f029a290-8981-4475-9d37-eb74cbe471f4/ONLINE+0923+image+2.jpg Blog - Move Transactions from Your Bank - Make it stand out Once you’ve connected to an online bank account, you can see how many transactions were downloaded and what its balance is. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/5b23b35b-1b8d-461c-bf3b-c5f92de0f380/ONLINE+0923+image+3.jpg Blog - Move Transactions from Your Bank - Make it stand out You can add or edit a lot of details for your individual transactions. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Move Transactions from Your Bank - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/6/2/explore-your-finances monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d0a9e78a-8fd3-4fa8-8ce7-c35b78ba140c/DESKTOP+0525+image+1.jpg Blog - Explore Your Finances - Make it stand out You can customize the QuickBooks Insights page to see the charts and graphs you want. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/e4fa081a-d50b-4b70-9947-57ce05c5776a/DESKTOP+0525+image+2.jpg Blog - Explore Your Finances - Make it stand out You can learn a lot about your Company, Payments, and Customers from QuickBooks’ Snapshots. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Explore Your Finances - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/5/29/record-retention monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2025/5/19/7-accounting-practices-to-implement-in-qbo monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b98fdcd5-58d7-4965-a23d-c4b3e77ee1d2/ONLINE+0425+image+1.jpg Blog - Accounting Practices To Implement in QBO - Make it stand out If you categorize transactions every day, it won’t be such a time-consuming task. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4a4a4d11-e63e-4c1e-a6bf-c039fa75e011/ONLINE+0425+image+2.jpg Blog - Accounting Practices To Implement in QBO - Make it stand out Let QuickBooks Online keep track of when you need to order more items. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Accounting Practices To Implement in QBO - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/5/15/claim-a-tax-refund monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2025/5/5/are-you-backing-up-your-company-file monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/20519f5c-85f5-4d57-b56c-d078ca450533/DESKTOP+0425+image+1.jpg Blog - Are You Backing Up Your Company File? - Make it stand out You’ll fill out this window to create a Local Backup. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/774960a3-3bdd-4563-92ea-57e846cbb0d5/DESKTOP+0425+image+2.jpg Blog - Are You Backing Up Your Company File? - Make it stand out You can create a schedule for automatic company file backups in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Are You Backing Up Your Company File? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/5/1/intuit-discontinues-quickbooks-desktop-2022-services monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Intuit Discontinues QuickBooks Desktop 2022 Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/4/25/best-of-fremont-2025 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2d825d7d-4e99-455c-99f0-241089304f4b/bof-2025.png Blog - Best of Fremont 2025 https://www.totalbizcare.com/blog/2025/4/21/managing-products-and-services monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a6f2b94d-7d54-4110-9aab-6e8cc962851c/ONLINE+0325+image+1.jpg Blog - Managing Products and Services - Make it stand out Make sure your Products and services settings are correct. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/64a5084b-d29f-45d7-b3ff-2e6745e7c337/ONLINE+0325+image+2.jpg Blog - Managing Products and Services - Make it stand out QuickBooks Online provides inventory information as you’re completing sales forms. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/de42f57f-c7a5-49aa-a5ed-b1ce7afd9cd9/ONLINE+0325+image+3.jpg Blog - Managing Products and Services - Make it stand out This important information appears at the top of the Products and Services page. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Managing Products and Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/4/7/how-to-create-a-bookkeeping-schedule monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/5a9b83ea-2f90-4595-ade2-7630fe68d558/DESKTOP+0325+image+1.jpg Blog - How to Create a Bookkeeping Schedule - Make it stand out You should check the Bill Tracker and Income Tracker every day to see whether anything is overdue. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/de1f08a4-8d65-4de7-9e7f-d234566cee52/DESKTOP+0325+image+2.jpg Blog - How to Create a Bookkeeping Schedule - Make it stand out Twice a month, you should examine the Inventory Stock Status By Item report and make inventory decisions if necessary. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How to Create a Bookkeeping Schedule - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/3/17/automate-reminder-emails monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/30a6ecdc-79b3-476a-b710-34ad990f74c6/ONLINE+0125+image+1.jpg Blog - Automate Reminder Emails - Make it stand out QuickBooks Online allows you to customize your invoice reminders in a number of ways. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/5afa9629-2b0f-4dd0-9e6f-27ad195ca189/ONLINE+0125+image+2.jpg Blog - Automate Reminder Emails - Make it stand out You can replace QuickBooks Online’s boilerplate email message with one of your own. The message above was rewritten for customers who are seven days late. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Automate Reminder Emails - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/3/3/how-to-store-documents monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6d22bc72-5edf-448c-aaeb-aca23545e8dc/DESKTOP+0924+image+1.jpg Blog - How To Store Documents - Make it stand out QuickBooks’ Doc Center, showing a file that’s been uploaded. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8fade2d6-24c9-436e-92f0-ce8eac91a9d5/DESKTOP+0924+image+2.jpg Blog - How To Store Documents - Make it stand out You’ll need to work with Windows’ default apps settings if you find you can’t open uploaded receipts in a graphics file format like .jpg. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/e58aba5d-0f59-4cbf-be60-3a3f3977794a/DESKTOP+0924+image+3.jpg Blog - How To Store Documents - Make it stand out You can attach receipts and other documents to individual transactions in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Store Documents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/2/24/new-tax-updates-for-2024-filing monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2025/2/17/automate-transactions-with-rules monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/034473ea-92d8-4f2c-928e-0203c8a28dc4/ONLINE+0225+image+1.jpg Blog - Automate Transactions with Rules - Make it stand out QuickBooks Online allows you to set up Rules to automate transaction management. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8d7b8c5c-22d2-4283-bf2e-afb8dc1b18b5/ONLINE+0225+image+2.jpg Blog - Automate Transactions with Rules - Make it stand out If the Auto-confirm button is toggled on, transactions that meet the conditions of the Rule we created will be categorized and moved directly into the Categorized column on the Bank transactions page. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Automate Transactions with Rules - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/2/3/get-paid-faster monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/bc7d6194-72a2-480f-967e-bcc60d5aa224/DESKTOP+0125+image+1.jpg Blog - Get Paid Faster - Make it stand out QuickBooks’ Payment Snapshot gives you a quick look at which customers owe you money. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/115296fc-ccca-48ac-84d7-e93fd4fbb652/DESKTOP+0125+image+2.jpg Blog - Get Paid Faster - Make it stand out You will need to create a new discount Item when you want to create a special discount for customers. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Get Paid Faster - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/1/20/set-up-a-bookkeeping-cycle monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d6cc51c6-fd6f-4122-8374-1e03d0171a7b/ONLINE+1224+image+1.jpg Blog - Set Up a Bookkeeping Cycle - Make it stand out You should be looking at newly imported transactions daily and completing the fields provided as comprehensively as possible. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/41b7c756-547e-4eea-8db7-802c8711a0a3/ONLINE+1224+image+2.jpg Blog - Set Up a Bookkeeping Cycle - Make it stand out It’s really important that you reconcile your accounts every month. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Set Up a Bookkeeping Cycle - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2025/1/6/tips-for-reconciling-your-accounts monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c4c2eb69-60f0-4df4-9580-e77acd68f966/DESKTOP+1024+image+1.jpg Blog - Tips For Reconciling Your Accounts - Make it stand out You’ll see this window when you add an account to QuickBooks’ Chart of Accounts. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/9296d427-85d3-44d6-8252-8d9e4d1bcbf7/DESKTOP+1024+image+2.jpg Blog - Tips For Reconciling Your Accounts - Make it stand out QuickBooks’ Begin Reconciliation screen, displaying fields for interest earned and service charges https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Tips For Reconciling Your Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/12/16/review-your-finances monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a6ca016f-f0bc-418c-ba2b-e13a8a3895c0/ONLINE+1124+image+1.jpg Blog - Review Your Finances - Make it stand out You should be categorizing all of your transactions regularly. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/f0a3c9c5-83f4-4eee-838e-70432e5b4494/ONLINE+1124+image+2.jpg Blog - Review Your Finances - Make it stand out A partial view of the All sales page https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Review Your Finances - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/12/2/things-to-do-in-december monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8f80cc63-48a2-4e0f-9808-3fde61756dd2/DESKTOP+1224+image+1.jpg Blog - Things To Do in December - Make it stand out QuickBooks Statements can be an effective way to encourage past-due customers to pay. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/695b0cad-c1d4-488b-93f2-6613a5f9cda4/DESKTOP+1224+image+2.jpg Blog - Things To Do in December - Make it stand out QuickBooks’ forms modification tools allow you to create invoices that “fit” your businesses and your customers. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Things To Do in December - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/11/18/five-ways-to-be-more-profitable monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/3b6e2d55-f352-4cdf-8123-66940fc30161/ONLINE+0723+image+1.jpg Blog - 5 Ways To Be More Profitable - Make it stand out The Customers page displays transactions that need additional attention to bring in the money you’re owed. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8aa872d7-2704-42a3-9370-460c89df955d/ONLINE+0723+image+2.jpg Blog - 5 Ways To Be More Profitable - Make it stand out Your customers will be likely to pay faster if you make it easier for them to do so. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 5 Ways To Be More Profitable - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/11/4/10-reports-to-run-in-november monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/51353295-d5dc-4568-9c0f-2646538231e7/DESKTOP+1124+image+1.jpg Blog - Reports To Run in November - Make it stand out One of the ways you can take your company’s temperature is by making some comparisons to last year’s numbers. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/99ad981e-1020-47ee-b014-ee4c3cfa6097/DESKTOP+1124+image+2.jpg Blog - Reports To Run in November - Make it stand out An item record in QuickBooks showing a stock level. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Reports To Run in November - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/10/31/beware-of-scams-2024 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Be Aware + Beware of Scams - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/10/21/three-ways-to-see-who-owes-you monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/92b742fc-30c9-45ea-9a33-50d7e84f1f8a/ONLINE+0924+image+1.jpg Blog - 3 Ways To See Who Owes You - Make it stand out You can customize QuickBooks Online’s Home page to prioritize the widgets you want displayed most prominently. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/020638c1-ead5-4ec4-89a2-b8c602b06694/ONLINE+0924+image+2.jpg Blog - 3 Ways To See Who Owes You - Make it stand out QuickBooks Online’s Sales tools help you see at a glance where your money is tied up. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 3 Ways To See Who Owes You - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/10/7/how-do-you-pay-bills monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/68ae9d87-63e0-4f03-bec5-085ee2f17ba8/DESKTOP+0724+image+1.jpg Blog - How Do You Pay Bills? - Make it stand out You can choose which bills you want QuickBooks to record. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/65335f84-c4c1-4ba7-ba39-f278a534c063/DESKTOP+0724+image+2.jpg Blog - How Do You Pay Bills? - Make it stand out You can add a discount even if you’ve already entered a bill. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8d5fa875-cdbb-4886-9c7b-7880c4f4afdf/DESKTOP+0724+image+3.jpg Blog - How Do You Pay Bills? - Make it stand out You can enter a new Payment Method in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How Do You Pay Bills? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/9/16/tips-for-managing-inventory monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8c9cad01-0f8f-422b-941c-c13a48c3668c/ONLINE+0824+image+1.jpg Blog - Tips for Managing Inventory - Make it stand out We strongly urge you to complete all fields in inventory item records. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/161ef4f9-5dfc-464b-9298-6f923e08460b/ONLINE+0824+image+2.jpg Blog - Tips for Managing Inventory - Make it stand out You can create Price rules to decrease (or increase) prices temporarily for some or all customers. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Tips for Managing Inventory - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/9/3/using-bill-pay-tools monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/23bc5ffe-f1be-4c31-ae9c-c877c7cea209/DESKTOP+0624+image+1.jpg Blog - Using Bill Pay Tools - Make it stand out You can tell QuickBooks how much notice you want for paying bills. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/83d4d970-bbf5-457d-9284-d48c618b686b/DESKTOP+0624+image+2.jpg Blog - Using Bill Pay Tools - Make it stand out The Enter Bills window https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/80cb7bf5-bf8e-45b7-8f04-892d24f8acbd/DESKTOP+0624+image+3.jpg Blog - Using Bill Pay Tools - Make it stand out Right-click on a transaction to view your options there. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Using Bill Pay Tools - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/8/19/who-are-your-customers monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7dfb97e7-b0e2-45c8-8d0b-db61f17297ea/ONLINE+0524+image+1.jpg Blog - Who Are Your Customers? - Make it stand out Before you can import CSV or Excel files, you’ll have to make sure they’re “mapped” correctly. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/5ae0044d-b7a2-4cb0-8084-7a69b704a418/ONLINE+0524+image+2.jpg Blog - Who Are Your Customers? - Make it stand out You can view a lot of customer information and take related actions on completed customer pages. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/502dfffe-e017-47cb-ba76-2ef334ce469a/ONLINE+0524+image+3.jpg Blog - Who Are Your Customers? - Make it stand out You can designate customer records as sub-customers for specific jobs and have them billed to the parent customer. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Who Are Your Customers? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/8/5/keep-your-customer-records-updated monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d2890c44-c000-4089-bd74-8923f179bca2/DESKTOP+0823+image+1.jpg Blog - Keep Your Customer Records Updated - Make it stand out QuickBooks customer records contain a window dedicated to optional—but helpful--information. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/3d5d342b-26a4-4196-9e01-ea04f63375ba/DESKTOP+0823+image+2.jpg Blog - Keep Your Customer Records Updated - Make it stand out You can track your interaction with customers on their Customer Information pages. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/732bb4e8-86e9-47d6-8814-9613b9d722b1/DESKTOP+0823+image+3.jpg Blog - Keep Your Customer Records Updated - Make it stand out The Add To Do window https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Keep Your Customer Records Updated - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/intuit-desktop-not-selling-to-new-users monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - QuickBooks Desktop Not Selling To New Users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/7/15/have-trouble-budgeting monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7d0763ee-5574-4b05-bf75-04ccfd7e3607/ONLINE+0724+image+1.jpg Blog - Have Trouble Budgeting? - Make it stand out QuickBooks helps you prepare the budget you want. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ad3347a5-c08a-423b-a74c-c2e7f9acad91/ONLINE+0724+image+2.jpg Blog - Have Trouble Budgeting? - Make it stand out You can enter numbers manually in individual boxes or enter annual or monthly numbers. QuickBooks Online will divide or total them. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Have Trouble Budgeting? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/7/1/customize-memorize-reports monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/9bcd0682-5ced-40e8-b2a3-bdb95d0f21fc/DESKTOP+0524+image+1.jpg Blog - Customize + Memorize Reports - Make it stand out You can customize QuickBooks reports to see just the data you want, then memorize them so you can easily use those settings again. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b39db7c5-fd3b-4209-91c2-0be8b44059e2/DESKTOP+0524+image+2.jpg Blog - Customize + Memorize Reports - Make it stand out Click next to a report item and type a comment in the box below to save those comments for later. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Customize + Memorize Reports - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/6/17/7-tips-for-creating-better-invoices monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8bae7b91-800c-4f64-8d85-6d9e6675dac4/ONLINE+0624+image+1.jpg Blog - 7 Tips for Creating Better Invoices - Make it stand out It’s critical that you have the correct contact person in your customer record. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a9f860fa-89ef-4136-9793-3ee693a76f61/ONLINE+0624+image+2.jpg Blog - 7 Tips for Creating Better Invoices - Make it stand out Consider including unexpected discounts on your invoices occasionally. If your invoice template doesn’t display a field for discounts, click the gear icon ion the upper right on the homepage and go to Account and settings. Click Sales and turn Discount on. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 7 Tips for Creating Better Invoices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/6/7/q2-estimated-payments monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2024/6/3/why-you-should-back-up-your-files monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4dd62a4a-31ff-4888-8407-2fb048744736/DESKTOP+0523+image+1.jpg Blog - Why You Should Back Up Your Files - Make it stand out You’ll need to specify your options before creating your first backup in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4cf4f606-b912-416e-a0b1-7cf0dd7cdc4d/DESKTOP+0523+image+2.jpg Blog - Why You Should Back Up Your Files - Make it stand out Tell QuickBooks when you want it to automatically save backups. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Why You Should Back Up Your Files - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/intuit-discontinues-quickbooks-desktop-2021-services monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Intuit Discontinues QuickBooks Desktop 2021 Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/5/17/5-things-to-do-each-work-session monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/63733385-341d-469b-b986-7b1d4aeb47f0/ONLINE+0424+image+1.jpg Blog - 5 Things To Do Each Work Session - Make it stand out Go through your unreviewed transactions whenever you log into QuickBooks to keep them from piling up. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6be74b82-3d6e-462f-ad5f-2560c9bdb128/ONLINE+0424+image+2.jpg Blog - 5 Things To Do Each Work Session - Make it stand out You can quickly see if it’s time to order inventory products. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 5 Things To Do Each Work Session - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/5/6/how-to-set-up-users monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/053cb7f2-783f-42ee-b3ef-aac39ad2781a/DESKTOP+0324+image+1.jpg Blog - How To Set Up Users - Make it stand out You must enter a User Name and Password when you’re adding a new user to your QuickBooks file. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6ef16688-e3f3-498e-a8c2-9629c5ff4efe/DESKTOP+0324+image+2.jpg Blog - How To Set Up Users - Make it stand out You’ll select from the access options here, then go deeper if you choose Selected Access. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7c0817ed-22d5-4f25-a361-a61649c322bd/DESKTOP+0324+image+3.jpg Blog - How To Set Up Users - Make it stand out QuickBooks provides a summary of the access and activity rights you’ve assigned to this user. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Set Up Users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/4/26/best-of-fremont-2024 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1714137166639-ANWECAB9083MWV52VQ3S/Best-of-Fremont-Honor-2024.png Blog - Best of Fremont 2024 https://www.totalbizcare.com/blog/2024/4/15/life-of-an-estimate monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d671b762-0cae-4d3e-a185-b34549da8c89/ONLINE+0224+image+1.jpg Blog - Life of an Estimate - Make it stand out A partial view of an estimate form in QuickBooks Online. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/147308a1-db13-4b30-aaa2-c9792312e113/ONLINE+0224+image+2.jpg Blog - Life of an Estimate - Make it stand out QuickBooks Online displays a preview of your estimate. You can see that the Expiration Date appears at the top. There’s also space at the bottom for your customer to sign and date the document. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/e123716e-4127-4d08-afad-624ae53e32a9/ONLINE+0224+image+3.jpg Blog - Life of an Estimate - Make it stand out The Action menu on the Estimates page in QuickBooks Online https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Life of an Estimate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/4/1/how-to-create-credit-memos-give-refunds monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ad3b8cff-87af-4608-917b-1243f5edf7c0/DESKTOP+0424+image+1.jpg Blog - How To Create Credit Memos and Give Refunds - Make it stand out You have three options for processing credit memos in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d2568d3f-a3be-442b-9c3d-21f7d15471fc/DESKTOP+0424+image+2.jpg Blog - How To Create Credit Memos and Give Refunds - Make it stand out Be sure to select the correct account and check To be printed if you’re issuing a refund via check. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7cae7abf-de93-4e3a-ac49-e72ea9271b9f/DESKTOP+0424+image+3.jpg Blog - How To Create Credit Memos and Give Refunds - Make it stand out You have two options for dealing with an overpayment. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Create Credit Memos and Give Refunds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/3/18/create-projects-online monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c4c67088-4134-4e23-9edf-648e86281d11/ONLINE+0324.image+1.jpg Blog - Create Projects Online - Make it stand out Before you start assigning transactions, you’ll create a Project record. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/db74bb77-8117-43ca-ab5e-fcde9a6b0416/ONLINE+0324.image+2.jpg Blog - Create Projects Online - Make it stand out A project “homepage,” showing its real-time profitability. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Create Projects Online - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/3/4/customers-paying-late monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/273c8d3e-23b7-4148-b1ee-774263dc5b39/DESKTOP+0224+image+1.jpg Blog - Customers Paying Late? - Make it stand out Finance charge assessment requires some setup work. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/68bd5fe3-d5eb-4209-87a4-5d065bcdee51/DESKTOP+0224+image+2.jpg Blog - Customers Paying Late? - Make it stand out QuickBooks will find the customers who owe finance charges as of the Assessment Date and display them in this window. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1034e69e-7f8a-4f0f-9960-d9bab1883cfb/DESKTOP+0224+image+3.jpg Blog - Customers Paying Late? - Make it stand out The Select Invoices to Print screen. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Customers Paying Late? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/2/19/what-to-know-about-the-chart-of-accounts monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/15e4dcf9-f8f0-4a2f-88f2-a7de55000bde/ONLINE+0823+image+1.jpg Blog - What To Know About the Chart of Accounts - Make it stand out A section of QuickBooks Online’s Chart of Accounts. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b06d6414-a26b-4cc5-8714-5b49fdde69c2/ONLINE+0823+image+2.jpg Blog - What To Know About the Chart of Accounts - Make it stand out You can view the registers for some individual accounts from the QuickBooks Online Chart of Accounts. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - What To Know About the Chart of Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/2/5/how-to-use-different-sales-forms monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1bc5b8d3-9184-4e5c-b896-6aa817c0fd85/DESKTOP+0923+IMAGE+1.jpg Blog - How To Use Different Sales Forms - Make it stand out You send a sales receipt when you get paid at the time you deliver a product or service. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a0f20f09-f0cb-48a5-85d5-fa77b172a4a3/DESKTOP+0923+IMAGE+2.jpg Blog - How To Use Different Sales Forms - Make it stand out Invoice forms contain more fields than sales receipts. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7099f4a3-f392-4b04-a999-c713b7ffec35/DESKTOP+0923+IMAGE+3.jpg Blog - How To Use Different Sales Forms - Make it stand out You can prepare and send statements to one customer or a group that shares a specific characteristic. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Use Different Sales Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/1/15/seven-tips-for-using-quickbooks-online-in-2024 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d6bb32fd-0dc3-4944-9c8b-416bca155f3d/ONLINE+0124+image+1.jpg Blog - 7 Tips For Using QuickBooks Online in 2024 - Make it stand out You can reorder, add, clear, and delete lines in your existing transactions. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8551511a-9958-47d5-8a11-2828a946d318/ONLINE+0124+image+2.jpg Blog - 7 Tips For Using QuickBooks Online in 2024 - Make it stand out Click More at the bottom of a transaction to see the available options. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/abcca14d-d299-4884-b547-5d0cf9c001fc/ONLINE+0124+image+3.jpg Blog - 7 Tips For Using QuickBooks Online in 2024 - Make it stand out You can add custom fields to your sales forms in QuickBooks Online. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 7 Tips For Using QuickBooks Online in 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2024/1/2/5-ways-to-get-ready-for-2024 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2f869ab3-3172-4d20-9807-47f1a17bbd81/DESKTOP+0124+image+1.jpg Blog - 5 Ways To Get Ready For 2024 - Make it stand out Make sure that funds sitting in the Undeposited Funds account (or elsewhere) get processed for depositing. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/67367e71-d947-47d4-8931-a39192ba9734/DESKTOP+0124+image+2.jpg Blog - 5 Ways To Get Ready For 2024 - Make it stand out You can create and send statements in QuickBooks to remind customers that they owe you money. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 5 Ways To Get Ready For 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/12/18/five-resolutions-for-online-users monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/5124bad1-df66-4718-947d-45b78df30fb4/ONLIINE+1223+image+1.jpg Blog - 5 Resolutions For Online Users - Make it stand out You can edit imported transactions and move them into the Categorized register. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/46e91133-9f7a-42c7-8ec6-7687997ef121/ONLIINE+1223+image+2.jpg Blog - 5 Resolutions For Online Users - Make it stand out If you complete your inventory records, you’ll always know what the status of your stock is. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4919f78d-57c8-43d1-82d5-5a81b2d8f67b/ONLIINE+1223+image+3.jpg Blog - 5 Resolutions For Online Users - Make it stand out QuickBooks Online allows you to modify the design and content of your forms. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 5 Resolutions For Online Users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/12/4/10-tips-for-budgeting monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/3652902d-719c-46b3-b6ab-96f5698a8f9a/DESKTOP+1223+image+1.jpg Blog - 10 Tips For Budgeting - Make it stand out Unless you’re just starting a business, you’ll be able to start building a budget based on historical data in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/675d431a-7c7f-401f-80d3-87bb25db687d/DESKTOP+1223+image+2.jpg Blog - 10 Tips For Budgeting - Make it stand out QuickBooks allows you to modify budget amounts as you learn how well your estimates are working. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/799ce295-b402-48ec-99c1-82a503bd4dc5/DESKTOP+1223+image+3.jpg Blog - 10 Tips For Budgeting - Make it stand out The Adjust Row Amounts window https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 10 Tips For Budgeting - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/11/20/six-ways-to-manage-payables monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d14c07cc-22ff-4ea4-bd97-812709259d57/ONLINE+1123+image+1.jpg Blog - 6 Ways To Manage Payables - Make it stand out Partial view of a vendor record. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/cbafbf53-0833-4fbb-b052-d348d61fca10/ONLINE+1123+image+2.jpg Blog - 6 Ways To Manage Payables - Make it stand out You can snap photos of receipts with your smartphone, edit and add to them if necessary, and either save them as Expenses or match them to existing transactions https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 6 Ways To Manage Payables - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/11/6/how-to-track-sales-from-products monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7bee7edd-66e4-4e2c-9b29-6633e1d6dfa1/DESKTOP+1123+image+1.jpg Blog - How To Track Sales From Products - Make it stand out Be sure QuickBooks is set up to manage inventory tracking before you start. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/950ac7af-0be0-4026-89db-d3084937569d/DESKTOP+1123+image+2.jpg Blog - How To Track Sales From Products - Make it stand out Partial view of a product record. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4f0f480b-c485-43b2-b879-abe8e7b40f9f/DESKTOP+1123+image+3.jpg Blog - How To Track Sales From Products - Make it stand out QuickBooks warns you if you try to sell items you don’t have. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Track Sales From Products - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/10/16/bill-customers-for-time-and-expenses monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a7464b0d-199f-4799-b30b-1b4f9938312c/ONLINE+1023+image+1.jpg Blog - Bill Customers For Time and Expenses - Make it stand out Part of a single time-entry screen in QuickBooks Online. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/05675feb-492e-41b5-81ad-ddb3453d0702/ONLINE+1023+image+2.jpg Blog - Bill Customers For Time and Expenses - Make it stand out You can make your Expense preferences known in this window. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/46cc6cbb-2293-4467-9b2f-46074ea2fcb3/ONLINE+1023+image+3.jpg Blog - Bill Customers For Time and Expenses - Make it stand out QuickBooks Online displays information like this when you create an invoice for a customer who has accrued billable time and/or expenses. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Bill Customers For Time and Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/10/2/how-to-send-payment-reminders monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7d647ba7-f15d-4af6-ada2-4a33a27b0380/DESKTOP+1023+image+1.jpg Blog - How To Send Payment Reminders - Make it stand out This set of filters would create a Customer Group that contains all of your residential customers in California. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c7bc1407-94ec-4b5d-bd32-eec913113266/DESKTOP+1023+image+2.jpg Blog - How To Send Payment Reminders - Make it stand out You should set up the Add reminder window to resemble this one if you want high balance, overdue customers to get statements on the 1st of each month. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Send Payment Reminders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/9/18/give-your-forms-a-new-look monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/99e91cef-a1cc-4bb7-87e6-65f87089dcdb/ONLINE+1022+image+1.jpg Blog - Give QBO Forms a New Look - Make it stand out This is QuickBooks Online’s default invoice template. You can make a copy of it and modify it for your own company. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2d2ac198-e46c-48c7-a899-496a918a4811/ONLINE+1022+image+2.jpg Blog - Give QBO Forms a New Look - Make it stand out When you add, edit, or delete content in the left vertical pane… https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/887f5271-415e-48d6-ab6e-bdaf316b2259/ONLINE+1022+image+3.jpg Blog - Give QBO Forms a New Look - Make it stand out …the changes are reflected in the sample invoice in the right pane. Your company information will appear like this across all of your sales forms. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Give QBO Forms a New Look - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/9/5/design-professional-forms monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/55085a3f-aea4-4504-bbb2-7de1a01bf8d8/DESKTOP+0323+image+1.jpg Blog - Design Professional Forms - Make it stand out You will see your options in the Basic Customization window. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/22ff32d5-3819-4da5-beb2-4868329d89a6/DESKTOP+0323+image+2.jpg Blog - Design Professional Forms - Make it stand out The Basic Customization window also displays these options for your forms. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7cb32cb9-2205-434c-b318-682bc8650a98/DESKTOP+0323+image+3.jpg Blog - Design Professional Forms - Make it stand out You have control over many elements of your invoice template. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Design Professional Forms - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/8/21/improve-your-qbo-experience monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b16a8ce1-2b69-43c6-ab81-a8b79139042b/ONLINE+0623+image+1.jpg Blog - Improve Your QBO Experience - Make it stand out QuickBooks Online offers several options related to the content of your sales forms. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/e6ef3dc4-9509-49a9-93dd-eb876d9c2bd5/ONLINE+0623+image+2.jpg Blog - Improve Your QBO Experience - Make it stand out Some of these concepts, like treating billable expenses and items as income, are complicated. We can explain how this works. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/836f7ad7-8448-4c5f-9048-358356c0d111/ONLINE+0623+image+3.jpg Blog - Improve Your QBO Experience - Make it stand out Do you want QuickBooks Online to take some actions automatically? https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Improve Your QBO Experience - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/8/7/5-things-to-do-in-qb monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/395eeeb8-5ebb-4555-b9f2-709da3105917/Desktop+0623+image+1.jpg Blog - 5 Things To Do in QB - Make it stand out QuickBooks’ Income Tracker can tell you quickly about the status of your receivables. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/fb8f0222-1c28-4f4c-9a62-c62bf46577d1/Desktop+0623+image+2.jpg Blog - 5 Things To Do in QB - Make it stand out You can set and edit your own Reorder Point when you create an inventory item in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 5 Things To Do in QB - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/7/17/using-tags-and-how-to-create-them monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ac6c53b3-9be0-4992-8d8b-136bbe3b93b1/ONLINE+0523+image+1.jpg Blog - Using Tags and How To Create Them - Make it stand out Once you’ve created a group, you can start adding tags. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/e26672d0-1b58-4d0d-ac6e-580a789e7722/ONLINE+0523+image+2.jpg Blog - Using Tags and How To Create Them - Make it stand out You can add tags to any transaction that contains a field for them. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Using Tags and How To Create Them - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/7/6/back-up-your-files monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/461357b5-0525-479e-9cd4-026989e7d0e8/DESKTOP+0523+image+1.jpg Blog - Back Up Your Files - Make it stand out You’ll need to specify your options before creating your first backup in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/05747b56-c22f-46f9-beba-3e82bed39063/DESKTOP+0523+image+2.jpg Blog - Back Up Your Files - Make it stand out Tell QuickBooks when you want it to automatically save backups. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Back Up Your Files - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/6/20/recording-expenses monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2c79e322-e80f-45f6-bd82-0585277804a5/QBO+Record+Expenses+11-2021+image+1.jpg Blog - Record Expenses Online and On Your Phone - Make it stand out QuickBooks Online allows you to thoroughly document expenses. You can attach a picture of a receipt if you’d like. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ca8a763b-fb6c-4764-98f2-c4a825c9b560/QBO+Record+Expenses+11-2021+image+2.jpg Blog - Record Expenses Online and On Your Phone - Make it stand out You can snap a photo of the receipt in the QuickBooks Online mobile app, and some fields will be automatically entered on a receipt form in QBO. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Record Expenses Online and On Your Phone - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/fremont-minimum-wage-increase-2023 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4d155862-4e18-4660-bf7d-f732d736cfe5/Minimum+Wage+Increase+Fremont+2023.png Blog - Fremont Minimum Wage Increase - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/6/5/connecting-your-bank monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/52dab0d4-8294-440f-b196-155b65d03fb7/QBC+Desktop+11-2021+image+1.jpg Blog - Connecting Your Bank - Make it stand out You’ll see a window like this if your financial institution is set up for direct connections to QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ef331cb9-6e9b-4e6d-bc22-eb9a4c9c94e6/QBC+Desktop+11-2021+image+2.jpg Blog - Connecting Your Bank - Make it stand out When you set up online banking, you need to either create a new account in QuickBooks for each bank or credit card account or select an existing one. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/45a284bf-400c-4ea3-9d30-48b85b12e456/QBC+Desktop+11-2021+image+3.jpg Blog - Connecting Your Bank - Make it stand out Click the rotating blue circle anytime you want to download transactions from your bank. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Connecting Your Bank - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/5/15/what-the-mobile-app-can-do monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/16094323-6b90-4965-a4b6-59781319d3ec/ONLINE+0123.image+1.jpg Blog - What the Online Mobile App Can Do - Make it stand out Data entry on the mobile apps is as easy as it is on the browser-based version of QuickBooks Online. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2dc1d614-586d-4726-ac31-4073840c4a74/ONLINE+0123.image+2.jpg Blog - What the Online Mobile App Can Do - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - What the Online Mobile App Can Do - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/intuit-discontinues-quickbooks-desktop-2020-services monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Intuit Discontinues QuickBooks Desktop 2020 Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/national-small-business-week-2023 monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2023/4/17/how-to-add-users monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/f42bb831-1de3-48a2-be73-8a270ebef8f1/ONLINE+0423+image+1.jpg Blog - How To Add Users - Make it stand out Click the Manage users’ icon to add a new user to your QuickBooks Online account. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7a3c9db5-574b-4747-a6d4-e876f36e17ec/ONLINE+0423+image+2.jpg Blog - How To Add Users - Make it stand out QuickBooks Online shows you what specific users’ access rights are. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Add Users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/04/10/tips-to-avoid-processing-delays-on-your-taxes monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2023/4/3/five-tips-for-new-and-current-users monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6d59f9d7-8516-475d-8c47-49637f6de860/DESKTOP+0423+image+1.jpg Blog - 5 Tips for New and Current Users - Make it stand out The item list. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d2a9cdff-edd5-412a-9bc5-745600e11d71/DESKTOP+0423+image+2.jpg Blog - 5 Tips for New and Current Users - Make it stand out A local menu in an invoice. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 5 Tips for New and Current Users - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/3/20/how-to-receive-payments monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/46ea7692-ba00-435e-939a-05bb7397985f/image-asset.jpeg Blog - How To Receive Payments - Make it stand out Using QuickBooks Online’s mobile app, you can check the payment status of an invoice. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/decac0f9-b41e-4011-9962-c36b38034f9d/image-asset.jpeg Blog - How To Receive Payments - Make it stand out You can record payments for invoices manually from the Invoices screen. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c9310b41-abb3-4ec7-9a87-5da1563f350e/image-asset.jpeg Blog - How To Receive Payments - Make it stand out Money from payments you’ve received sometimes* go into the Undeposited Funds account. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Receive Payments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/3/6/using-the-doc-center monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/305e452b-2b19-40cd-9aec-62872cf1353b/QBC+0822+image+1.jpg Blog - Using the Doc Center - Make it stand out QuickBooks’ Doc Center makes to easy to work with documents you’ve uploaded to the software. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/da0b1051-8866-44ae-a0fc-d21356cebe3a/image-asset.jpeg Blog - Using the Doc Center - Make it stand out You can attach files directly from transactions in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1f3f97fb-8bf3-4913-911c-47f46c06a099/QBC+0822+image+3.jpg Blog - Using the Doc Center - Make it stand out QuickBooks should be able to identify your scanner. Then you can tell it what kind of output you want. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Using the Doc Center - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/2/20/seven-best-accounting-practices monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/92a93d70-4a60-4dd3-9cbf-0b898e063c44/ONLINE+1122+image+1.jpg Blog - 7 Best Accounting Practices - Make it stand out If your business employs contractors, make sure that you indicate their 1099 status in their vendor records. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/44a0ede3-c0ab-4e70-bc08-07b74ab55861/image-asset.jpeg Blog - 7 Best Accounting Practices - Make it stand out If your QuickBooks Online Lists are getting too lengthy, you may be able to make some of the records Inactive. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - 7 Best Accounting Practices - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/2/7/insights-and-snapshots monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ff96f402-bd71-40fc-a984-727684242bb2/DESKTOP+1022+image+1.jpg Blog - Insights & Snapshots - Make it stand out You can modify QuickBooks’ Insights page to display just the set of charts and graphs that you want. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/cb28da75-ac65-4b57-a817-7ee67dfd5a91/image-asset.jpeg Blog - Insights & Snapshots - Make it stand out You can see a great deal of information about individual customers by viewing their Customer Snapshot. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Insights & Snapshots - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/1/30/recurring-transactions monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ebed5c28-01b8-4df4-a248-d2268b0b31e0/ONLINE+0223+image+1+%281%29.jpg Blog - Save Time With Recurring Transactions - Make it stand out You can specify transactions as recurring and add details like frequency and start/end dates. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1d2a8303-f939-41d3-9b0e-382e8f86c93c/ONLINE+0223+image+2+%281%29.jpg Blog - Save Time With Recurring Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Save Time With Recurring Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/1/16/get-your-finances-in-order-for-the-new-year monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/43299228-8636-49cd-861b-608591d8f2af/image-asset.jpeg Blog - Get Your Finances in Order For the New Year - Make it stand out The Unpaid Bills Detail report https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8d2bb735-3671-4e75-a8a7-1f9705a7594e/DESKTOP+0123+image+2.jpg Blog - Get Your Finances in Order For the New Year - Make it stand out QuickBooks can automatically send out reminder invoices and statements when customers are a specific number of days past due. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/9ca3d25a-8bc7-4f55-8463-c9ff571933ce/image-asset.jpeg Blog - Get Your Finances in Order For the New Year - Make it stand out QuickBooks’ Reminders tool can help you stay current with bills and invoices and other critical activities. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Get Your Finances in Order For the New Year - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2023/1/5/q4-estimated-payments monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2022/12/29/1099-info-for-2022-tax-season monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c3856377-4fd7-4f2d-9b6f-97571c7a478e/image-asset.png Blog - Tax Information for 1099s for the 2022 Tax Season - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6fc51220-b030-47b2-ae72-53101c0690c3/Filing-Small.png Blog - Tax Information for 1099s for the 2022 Tax Season - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/34fa6730-9a97-477d-9900-2bc70f03a8d5/image-asset.png Blog - Tax Information for 1099s for the 2022 Tax Season - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2dac63e5-ce0f-4301-baef-aaa3d2c52acd/image-asset.png Blog - Tax Information for 1099s for the 2022 Tax Season - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/12/22/employee-retention-tax-credit-ertc monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2022/12/19/tasks-before-the-new-year monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/df8d934f-15e3-4c67-9261-38f797b69a99/ONLINE+1222+image+1.jpg Blog - Tasks To Do Before the New Year - Make it stand out You can customize and run QuickBooks Online’s Sales reports. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8c81c623-2161-484a-84dc-9aeede1295e3/ONLINE+1222+image+2.jpg Blog - Tasks To Do Before the New Year - Make it stand out You can send statements to customers to remind them of overdue payments or just to provide a record of transactions for a given period. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Tasks To Do Before the New Year - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/12/5/income-tracker monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/02a3488c-f918-4ec7-b34b-a63e3075ee23/DESKTOP+1122+image+1.jpg Blog - Know Where Your Money Is: Income Tracker - Make it stand out You can visit QuickBooks’ Customer Center to view lists of transaction types. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/42ef675d-6014-4daf-98d8-2d7364ac07ad/DESKTOP+1122+image+2.jpg Blog - Know Where Your Money Is: Income Tracker - Make it stand out Please let us know if you’re not sure how to handle the options in this dialog box. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ddd2b66d-f8f5-4d07-b725-f4964a980776/DESKTOP+1122+image+3.jpg Blog - Know Where Your Money Is: Income Tracker - Make it stand out A partial view of the Income Tracker toolbar https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Know Where Your Money Is: Income Tracker - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/11/21/know-who-owes-you monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2a45b4ef-74e8-4825-b76c-d74cc6e489d6/QBO+0722+image+1.jpg Blog - Receivables: Know Who Owes You - Make it stand out Partial view of the toolbar at the top of the Sales Transactions page. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c825aea7-c9f2-4dfb-ba00-0118e475dff1/QBO+0722+image+2.jpg Blog - Receivables: Know Who Owes You - Make it stand out QuickBooks Online helps you target the data set that you want. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Receivables: Know Who Owes You - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/11/7/payments-and-deposits monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/529b62df-2fdc-4c9f-922d-7f8525bd751a/QBC+0922+image+1.jpg Blog - How Do You Deal with Payments and Deposits in QuickBooks? - Make it stand out You can record customer payments in this QuickBooks window. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/80074258-57ad-4593-947f-36d3d196a1b7/image-asset.jpeg Blog - How Do You Deal with Payments and Deposits in QuickBooks? - Make it stand out You’ll select the payments you want to deposit in this window. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How Do You Deal with Payments and Deposits in QuickBooks? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/10/27/beware-of-scams monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Beware of Scams - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/10/17/track-products-and-services-part-2 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/39f93f4b-8f29-4b49-b2c8-06cf782981aa/QBO+0922+image+1.jpg Blog - Track Products and Services, Part 2 - Make it stand out QuickBooks Online’s Products and services page displays inventory levels and warns you when your stock is low and at zero. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/80272934-5a4a-4e2c-be55-4c11b28d6688/QBO+0922+image+2.jpg Blog - Track Products and Services, Part 2 - Make it stand out Once you’ve built up a list of products and services, they’ll be available when you create transactions. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Track Products and Services, Part 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/10/3/track-products-and-services-part-1 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8ab9fe3d-8f67-4df6-b6dd-5fe3c374ab15/image-asset.jpeg Blog - Track Products and Services, Part 1 - Make it stand out Make sure you’ve turned on the Products and services features you’re going to need. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/72b9107a-1755-4886-9e12-c8b1c0f6200a/QBO+0822+image+2.jpg Blog - Track Products and Services, Part 1 - Make it stand out You can track your inventory levels and reorder points when you create inventory product records in QuickBooks Online. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Track Products and Services, Part 1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/9/19/create-items-and-jobs-part-2 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c215fe17-85dc-46d8-9d68-f97aea43f316/QBC+0722+image+1.jpg Blog - Create Items & Jobs, Part 2 - Make it stand out You can create a record of billable time that will be used to both pay the employee and invoice the customer in this window. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/fae9774b-636b-4091-ab51-34d4ff8db962/image-asset.jpeg Blog - Create Items & Jobs, Part 2 - Make it stand out When you create an invoice for a customer who has outstanding billable time and expenses, QuickBooks will display this window. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Create Items & Jobs, Part 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/9/5/create-items-and-jobs-part-1 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/cf2661ee-fd4e-4a03-bd0d-70e2f68f0f40/QBC+0622+image+1.jpg Blog - Create Items & Jobs, Part 1 - Make it stand out Before you can start building job records, you should create records for the products and services that will be used for them. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/8ee58c8c-4981-4b4f-993c-0f54c59a2ff2/QBC+0622+image+2.jpg Blog - Create Items & Jobs, Part 1 - Make it stand out QuickBooks contains templates for each customer that you can use to create individual job records. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Create Items & Jobs, Part 1 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/8/15/create-reports monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/31def5ed-b25d-449e-9b96-fe3e9c72c862/QBO+0422+image+1.jpg Blog - Create Reports - Make it stand out A partial view of the list of QuickBooks Online’s Standard reports https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/14f1f1a7-98af-4eb3-912a-95940313ae78/QBO+0422+image+2.jpg Blog - Create Reports - Make it stand out Each individual report in QuickBooks Online has three related task options. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/b3f73232-27ab-469b-987a-c43e827176f1/QBO+0422+image+3.jpg Blog - Create Reports - Make it stand out You can customize QuickBooks Online’s reports in a variety of ways. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Create Reports - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/8/1/use-custom-fields monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1c3f98cc-d95a-4ace-a636-168785d7b73a/QBC+1221+image+1.jpg Blog - Are You Using Custom Fields? - Make it stand out You have tremendous control over the content and structure of your forms in QuickBooks. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/01e916f1-f416-4851-be85-fa87409ea50c/QBC+1221+image+2.jpg Blog - Are You Using Custom Fields? - Make it stand out You can create up to 15 custom fields in QuickBooks Pro and Premier, but you’re limited to seven per record type. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d0be80f6-7cef-490f-b6d9-0eadda787985/QBC+1221+image+3.jpg Blog - Are You Using Custom Fields? - Make it stand out It’s easy to find the custom fields you’ve created and enter the appropriate information in each record. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Are You Using Custom Fields? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/7/18/track-mileage monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/17dc2b86-831a-40af-9521-29ace0673b12/image-asset.jpeg Blog - Track Mileage - Make it stand out You’ll need to supply information about your vehicles before you can start entering trips. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4154ac6a-261e-406b-9a04-985a58d38c23/image-asset.jpeg Blog - Track Mileage - Make it stand out When you select a trip in the Mileage table, you can mark it as personal so it’s not included in your business tax-deductible miles. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/cd0f6bcc-7676-412c-8644-f6c2d324093d/image-asset.jpeg Blog - Track Mileage - Make it stand out The iOS version of Mileage in the QuickBooks Online app https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Track Mileage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/7/5/customize-reports monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/abc2c7ec-d543-4a63-bd77-96b925968847/QBC+0322+Image+1 Blog - Customize Reports - Make it stand out You can change numerous settings in QuickBooks’ reports, and then memorize those preferences for use again. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ebcb338e-ee5f-4647-922b-017d80ef9fa7/QBC+Iimage+2.jpg Blog - Customize Reports - Make it stand out You can click the dialogue balloon next to any item and enter a comment about it in the box below. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Customize Reports - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/6/24/create-rules monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/0a1b1448-921e-4f6d-8590-b790ee61a9e7/QBO+0522+image+1.jpg Blog - Too Many Transactions? Create Rules - Make it stand out The upper half of the Create rule panel https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/2aad2a49-a92a-4ebe-8b5b-7efcf52d56e8/QBO+0522+image+2.jpg Blog - Too Many Transactions? Create Rules - Make it stand out The lower half of the Create rule screen Warning: QuickBooks Online allows you to create new categories directly from this window. But accurate categorization is so critical that we’d rather you schedule a session with us to go over your list of categories and make any modifications necessary. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Too Many Transactions? Create Rules - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/6/13/how-to-manage-vendors monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6dda3e55-df6a-41dd-ac30-7da49839ea46/QB+DESKTOP+0422+image+1.jpg Blog - How To Manage Vendors - Make it stand out Partial view of a QuickBooks vendor record https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c073991f-f794-4a86-82e0-f0f860b2e360/QB+DESKTOP+0422+image+2.jpg Blog - How To Manage Vendors - Make it stand out You can define up to seven custom fields for your vendor records. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/78837381-c898-466b-84f1-c9fecf5ed6d5/QB+DESKTOP+0422+image+3.jpg Blog - How To Manage Vendors - Make it stand out You can add To-Do’s for your individual vendors. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How To Manage Vendors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/6/6/calsavers-and-peet-registration-deadlines monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2022/5/16/quickbooks-2022-new-pricing-structure-system-requirements monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/f1313a72-4f3b-4051-af5d-124f17cba941/QBC+0522+image+1.jpg Blog - QuickBooks 2022: New Pricing Structure, System Requirements - Make it stand out Up until now, you had to enter bills manually. QuickBooks 2022 allows you to upload them from its mobile app, among other new options. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/fd90f474-598a-400e-9c20-1887f5a969cb/QBC+0522+image+2.jpg Blog - QuickBooks 2022: New Pricing Structure, System Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - QuickBooks 2022: New Pricing Structure, System Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/04/08/maintain-customer-records monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/88a82b3f-6705-458c-b7db-2d0747e74416/QBO+0122+image+1.jpg Blog - How to Maintain Customer Records - Make it stand out To import a customer file into QuickBooks Online, you’ll have to “map” its fields. We can help you with this. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/ff43a84c-9f1b-4a8d-8a8f-6d34c9fdca6d/QBO+0122+image+2.jpg Blog - How to Maintain Customer Records - Make it stand out You can set up jobs as sub-customers in QuickBooks Online. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - How to Maintain Customer Records - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/03/08/reconcile-your-accounts monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a8e08f5d-52a8-490a-9f19-a49299004284/QBC+1021+image+1.jpg Blog - Reconcile Your Accounts - Make it stand out QuickBooks needs one account for each bank account or credit card you plan to reconcile. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/707d604b-47f0-4a49-8200-f5b811b6e43f/QBC+1021+image+2.jpg Blog - Reconcile Your Accounts - Make it stand out QuickBooks will prompt you, but don’t forget to enter any Service Charges or Interest Earned. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Reconcile Your Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/02/22/tax-meeting-preparation monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2022/02/08/create-automated-email-reminders monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/dc624641-2e66-4fe1-a671-ccd1de6f053f/image-asset.jpeg Blog - Create Automated Emails For Overdue Customers - Make it stand out QuickBooks Online includes email templates for late payment reminders that you can edit. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/3ec0e721-d877-424a-81d8-152775b3371b/image-asset.jpeg Blog - Create Automated Emails For Overdue Customers - Make it stand out You can schedule automatic invoice reminders to every customer who meets the criteria you’ve specified. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Create Automated Emails For Overdue Customers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/1/12/clean-up-your-company-file monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/21068483-74f6-4bcf-a9eb-9cd51ae0a22c/QBC+0122+image+1.jpg Blog - Clean Up Your Company File - Make it stand out One collection method you can use in QuickBooks if you don’t want to communicate directly with overdue customers is to send statements. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/4f823347-e24f-48b1-85de-7754ff91727a/QBC+0122+image+2.jpg Blog - Clean Up Your Company File - Make it stand out You can get a lot of information about individual items you sell in QuickBooks’ Inventory Center. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1586033336358-Q6XHU8P4ZH0EH8LQTW0S/X-Small+TBC+Logo.png Blog - Clean Up Your Company File - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2022/1/10/entity-tax-returns-for-2021 monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2021/12/30/1099-w2-and-4th-quarter-payroll-information monthly 0.5 2025-11-10 https://www.totalbizcare.com/blog/2021/11/1/tbc-is-celebrating-35-years monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1635778092766-QT6YQBG8M2PGNMK7VTQO/Staff+Signatures Blog - TBC is Celebrating 35 Years! - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.totalbizcare.com/blog/2018/11/28/business-valuation monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1540926627403-FDZ10V2SQ8CJ8N8CS6JP/Business+Exit+Finances.png Blog - Business Valuation: What Is My Business Worth? https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1565302464853-YRZ8WGY6JIEAZ5DIZ132/Large+Total+Business+Care+Logo.png Blog - Business Valuation: What Is My Business Worth? https://www.totalbizcare.com/blog/2018/10/30/business-exit-finances monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1540926627403-FDZ10V2SQ8CJ8N8CS6JP/Business+Exit+Finances.png Blog - Planning Your Exit Part 4: Business Exit Finances https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1558565153898-NCXVDTA3VJNSU2DX22IG/BOB+-+CIRCLE+-+WHITE.png Blog - Planning Your Exit Part 4: Business Exit Finances https://www.totalbizcare.com/blog/2018/10/23/sale-of-business-to-outsider monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1558565153898-NCXVDTA3VJNSU2DX22IG/BOB+-+CIRCLE+-+WHITE.png Blog - Planning Your Exit Part 3: Sale of Business To Outsider https://www.totalbizcare.com/blog/2018/10/10/transferring-ownership-or-selling-internally monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1558565153898-NCXVDTA3VJNSU2DX22IG/BOB+-+CIRCLE+-+WHITE.png Blog - Planning Your Exit Part 2: Transferring Ownership or Selling Internally https://www.totalbizcare.com/blog/2018/10/5/planning-your-exit-part-1-the-beginning monthly 0.5 2025-11-10 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2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1559089408149-8H38Y2O1J5X1NUXDB7QN/Large+Total+Business+Care+Logo.png Blog - Patience & Planning Are Required https://www.totalbizcare.com/blog/2018/7/24/the-critical-few monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1559089331840-HOGFB45KN6KVS9VRB34V/Large+Total+Business+Care+Logo.png Blog - The Importance of Identifying The Critical Few https://www.totalbizcare.com/blog/2018/7/10/business-reviews-assure-success monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1559089303383-ASBLY5I3C9HINYGSOHVC/Large+Total+Business+Care+Logo.png Blog - Business Reviews Assure Success https://www.totalbizcare.com/blog/2018/6/26/tax-reform-changes-for-2018 monthly 0.5 2025-11-10 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1559086666136-MR8G36HNKLXYNGW9H2TO/Large+Total+Business+Care+Logo.png Blog - Tax 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She became one of the TBC founders and a Member/Co-Manager of the LLC. She has a Bachelor of Science degree in Business Administration with an option in Accounting. She has both profit and nonprofit expertise. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/92648099-7934-4061-80a6-d4238c927297/Yvonne-Tripp.png TBC Team - Yvonne Tripp Tax Specialist Yvonne joined the firm in 1986. She became one of the TBC founders and a Member/Co-Manager of the LLC. She also manages the Tax Group. She has a Bachelor of Science degree in Business with an option in Finance. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/755dadd3-0923-4b06-ad25-a527b56cda86/Kathy-Wallace.png TBC Team - Kathy Wallace Accounts Receivable Manager Kathy joined TBC in 1995. She became its Office Manager and then later a Member of the LLC. Currently she serves clients from her home office where she also provides payroll, billing, collection, cash management and operational reporting to TBC. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/7755e50c-3ed6-4167-b3f7-7ac6cc666486/Bob-Morris.png TBC Team - Bob Morris Business Development Manager Bob joined the firm in 1985. Upon completion of a corporate career in 1985, he is one of the TBC founders and taught entrepreneurial college courses. With an Engineering degree and an MBA, he provides general management services to individuals, small business and non profit. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/c23adb19-da30-4730-8d98-4e37095c9f77/Nicole-Brown.png TBC Team - Nicole Brown Marketing + Accounting Specialist Nicole joined the firm in 2000. She has a Bachelor of Arts in Art with an emphasis in Art History. She designs and maintains the company’s marketing materials, presentations, and website as well as providing her accounting knowledge to help clients grow. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/53d4335c-4538-4460-8870-4851b1a8f7d4/Kamal-Rajkanan.png TBC Team - Kamal Rajkanan Tax Specialist Kamal joined the firm in 2013. He has a PhD in semiconductor development and also general management experience. With in-depth tax training and experience he has become highly skilled in preparing corporate, trust and LLC returns. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/253145ab-6475-4b10-9c4a-bff54c6c9dcc/Ally-Wang.png TBC Team - Ally Wen Yin Zeng Tax Specialist Ally joined the TBC team in 2024. She has a degree in Accounting with more than 10 years of experience in the field of Business Accounting and is an Enrolled Agent. Her expertise includes preparing individual tax returns with Schedules C + E and FBAR reporting and business tax returns. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/0bfa782f-1344-4561-9411-46481a96db1d/Chris-Jensen.png TBC Team - Chris Jensen Entity Administration Chris joined the firm in 2002. Prior to TBC she completed a corporate career in senior customer service and operations positions. On a part time basis she provides corporate administration services to clients and maintains the client data base of TBC. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/6ada4427-0cdb-4678-9c5b-d32eac2c3ae4/MICAELA+TERRY.png TBC Team - Micaela Terry Office Administrator Micaela joined TBC in 2025. She is an experienced and highly organized office manager who brings strong multitasking and problem-solving skills to every aspect of office operations. 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QB Online QB Online https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1753994969968-3N30V7FUNL2391LTK9ZD/image-asset.png Accounting - Payroll Tax Calendar Payroll Tax Calendar https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1753994955843-183BF673KIB4YK2WZ2EH/Sales+Tax.png Accounting - Sales Tax Calendar Sales Tax Calendar https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1753994941757-YSJX47W45MDVITT9SNBR/Sales+Tax+Rate.png Accounting - Sales Tax Rate Sales Tax Rate https://www.totalbizcare.com/products/tax-care daily 0.75 2026-02-01 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/a55a5998-2baa-49ae-8603-18192f46c194/Tax+Planning.png Tax Care℠ - Tax Planning We start with a tax estimate and then you receive updates during the year so you can anticipate and avoid problems. We develop Tax Management strategies to assure you are paying the correct taxes. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/d57d1d88-d59f-4e1f-a71a-5a34b7b2483d/Mid-Year+Review.png Tax Care℠ - Mid-Year Tax Review We review an estimate of your tax situation while there is still plenty of time to take action to minimize and plan your taxes. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/03eb5936-4cdb-4fa8-87f9-e9bd0b599c05/Year+End+Review.png Tax Care℠ - Year-End Tax Review We update your tax estimate and review alternatives to reduce your total tax obligations. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1ccc170d-50a7-4fe7-95db-9d9608b5e297/Tax+Preparation.png Tax Care℠ - Tax Preparation Our clients often prefer the option to mail tax information to TBC for return preparation. We prepare your return, notify you of any questions or problems, and mail the prepared returns to you for review. This includes out-of-state returns and prior years and amended returns. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/f442239d-2de5-4776-8196-1acde6aaee80/Tax+Representation.png Tax Care℠ - Tax Representation In the event of needed representation, TBC Enrolled Agents are qualified to represent you before the IRS and the Franchise Tax Board. https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/52dd39a3-970e-497e-84cc-eeae0813922a/Tax+Research.png Tax Care℠ - Tax Research Get answers from a TBC Enrolled Agent or a referral to a local CPA or tax law professional. 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https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/3ecbeaea-6893-4475-8a05-cfe7b4cdd5b7/NAEA-Logo-transparent-MarketingAsset+%281%29.png Enrolled Agents https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/3ecbeaea-6893-4475-8a05-cfe7b4cdd5b7/NAEA-Logo-transparent-MarketingAsset+%281%29.png https://www.totalbizcare.com/services/entity-administration daily 0.75 2026-01-29 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/92648099-7934-4061-80a6-d4238c927297/Yvonne-Tripp.png https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/0bfa782f-1344-4561-9411-46481a96db1d/Chris-Jensen.png https://www.totalbizcare.com/about/credentials daily 0.75 2026-01-28 https://images.squarespace-cdn.com/content/v1/5a1c5304bce17620f8615d66/1750432115195-DCL5PWST9L7DPKMYUB9U/Intuit.png Credentials - QuickBooks ProAdvisors Our Accounting Team members consist of professionals trained, tested and certified by Intuit in the use of 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