Liisa Bartges

Welcome to Week 5 of QuickBooks Without the Guesswork! So far, we’ve connected bank feeds, learned how to match transactions, and explored how to categorize income and expenses. Now it’s time to make your bookkeeping workflow a little more efficient. Enter: Bank Rules. Bank rules let QuickBooks Online (QBO) recognize familiar transactions and suggest the same bookkeeping treatment each time. Think of them as helpful instructions you give QuickBooks: “When you see this vendor, it usually...

Welcome to Week 4 of QuickBooks Without the Guesswork, our 10-week series for small-business owners who want cleaner books without needing a degree in accounting, or a second cup of coffee just to open the banking screen. This week, we’re talking about categorizing income and expenses in QuickBooks Online (QBO). In plain English, that means giving every transaction the right “home” in your books. When transactions are categorized thoughtfully, your reports tell a useful story. When they are...

Welcome to Week 3 of QuickBooks Without the Guesswork, our 10-week guide to making your books clearer, calmer, and easier to manage. In Week 2, we looked at bank feeds, which bring transactions from your bank account into QuickBooks Online (QBO). This week, we’re talking about what happens next: connecting those downloaded transactions to the invoices, bills, payments, checks, and expenses you may have already entered. That connection is called matching. It sounds simple because it is simple:...