QuickBooks Online

What the common QuickBooks Online faults do to your books, and how to spot them in the numbers.

QuickBooks Online · Reporting differences
Cash vs Accrual Basis Accounting: Choosing the Right Method for Your Books
Learn the difference between cash and accrual basis accounting, when to use each method, and how the choice affects your financial reporting and tax obligations.
QuickBooks Online · Reporting differences
Cash vs Accrual Accounting for Law Firms: What Bookkeepers Need
How cash and accrual methods differ for law firm books, why client trust accounting complicates the choice, and what bookkeepers must track either way.
QuickBooks Online · Bank feeds
Bank Feeds and Client OTPs: Who Should Connect the Account
When QuickBooks Online sends the one-time passcode to your client's phone, the connection step belongs to them. Here is how we handle it cleanly.
QuickBooks Online · Bank feeds
How to check whether your bank feed is still connected
A bookkeeper's guide to spotting a stalled bank feed, confirming the connection, and knowing when the problem is bigger than a sync.
QuickBooks Online · Bank feeds
When Your Bank Drops Direct Connect: A Bookkeeper's Close Checklist
A bank feed goes dark when a lender drops its direct connection. Here is how to keep the ledger, the reconciliation and the month-end close on track meanwhile.
QuickBooks Online · Bank feeds
Card Deposits Recorded Twice: A Bookkeeper's Guide to the Duplicate Feed Problem
When bank feeds and merchant service deposits both record card sales, deposits post twice. Here is how to spot it, untangle it, and prevent it.
QuickBooks Online · Bank feeds
Changing Banks: How to Move Your Books to a New Bank Account
A bookkeeper's guide to handling a change of bank institution: closing out the old account, opening the new one, and keeping reconciliations clean.
QuickBooks Online · Bank feeds
How to Build a Month-End Close Process That Finishes on Time
A practical sequence for the month-end close: cut-off, reconciliations, accruals, review, and reporting, with the judgement calls that keep a ledger clean.
QuickBooks Online · Bank feeds
What a bookkeeper needs before building a cash flow projection
The inputs a clean projection depends on: a closed ledger, reconciled bank feeds, known recurring payments, and documented adjustments to opening cash.
QuickBooks Online · Bank feeds
When QuickBooks Desktop sunsets a version: what it means for your books
A discontinued QuickBooks Desktop version stops bank feeds, payroll and security patches. Here is how bookkeepers should plan the ledger side of the transition.
QuickBooks Online · Bank feeds
Where AI agents fit into a bookkeeper's month-end close
How AI agents can assist with reconciliations, accruals and coding in the month-end close, where judgement still belongs to you, and how to keep evidence clean.