Author Archives: Weltman Bernfield

February 2017 QuickBooks Tip

QuickBooks Online Tip: QuickBooks Lab  by Brett Glody, staff accountant QuickBooks Online began back in September 2014, and is still relatively new to most users. Many users are still learning about its new features. One feature I would like to highlight is the addition of QuickBooks Labs. This can be found by clicking the gear […]

Using Custom Fields and Classes in QuickBooks Online

February 2017 QuickBooks® Online Newsletter QBO’s tools are generic enough that myriad businesses can use it. But custom fields and classes help you shape it to meet your specific needs. Small business accounting is not a one-size-fits-all proposition. Your company is unique in that sense; you have your own customers and products, vendors and services. […]

Establishing Preferences in QuickBooks

February 2017 QuickBooks® Newsletter Before you start entering data, make sure QuickBooks is set up appropriately for your company. QuickBooks was designed to serve the needs of millions of small businesses. To do that, it had to include the tools and processes suitable for a wide variety of companies. But Intuit recognized that every organization […]