Customized Reporting in QBO – QuickBooks has many pre-created reports you can customize to show you the information you need the way you want to see it. You can even email your custom reports automatically, too. QuickBooks Online offers a variety of built-in reports that can provide insights into various aspects of your business, such...
Elevate Your Business Growth with ZümiFi and QuickBooks Online In any thriving business, growth and progress are ongoing processes. If your business has been on an upward trajectory, now may be the perfect time to consider tools and upgrades that support this growth. One such essential tool is QuickBooks Online (QBO), renowned for its continually...
All tied up! Emily, one of our ZümiFi account managers, recently completed a project for one of our clients, who is a law firm. This client needed all their books brought up to date, and more importantly, they needed to account for all the client retainer activity. Emily put on her best Sherlock hat and...
Unlock the Power of Document Attachment in QuickBooks Online! 📎 Record-keeping has never been this effortless. With QuickBooks Online, you can say goodbye to stacks of paper and endless file folders. QuickBooks Online can securely store everything from vendor W9 forms to sales receipts not directly generated in QBO and lease agreements or service contracts....
Did you know that QuickBooks Online has an app for your phone? Yes, you can access your QBO from your smartphone! This can be a very handy way of coding your bank feed activity, and you can do it on the go when and how it works best for you. But another feature may just...
Are you feeling overwhelmed by the endless possibilities and complexities of QuickBooks? We understand that mastering this powerful tool can be challenging, but fear not! ZümiFi is here to provide the guidance you need to use QuickBooks effectively and efficiently. Our experts will cut through the confusion in just one or two sessions and help...
QuickBooks Online (QBO) is a powerful tool that empowers businesses to manage their finances efficiently. Harness the Power of QuickBooks Online with Desktop Convenience In this blog post, we will explore the advantages of using QuickBooks Online directly from your desktop or dock, highlighting its additional features and benefits. We will also introduce ZümiFi’s QuickBooks...
QuickBooks is a powerful tool for managing your business’s finances. It has many pre-created reports you can customize to show you the information you need and how you want to see it. But did you know you can also create customized reports based on your business needs? QuickBooks gives users the ability to customize reports...
ZümiFi is all about finding solutions for our clients. Recently, a client returned to us with a problem: he needed a simple way to track his billable time and invoice his clients through QuickBooks Online (QBO). He used legal industry time-tracking software but found it cumbersome and time-consuming. He needed a more streamlined solution. That’s...
The QuickBooks Online advanced search bar is a powerful tool that can save you time and quickly get the answers you are looking for. Using this feature, you can narrow your search by the type of transaction, names, amounts, and dates. Then, bookmark the page and add it to your bookmarks toolbar to create a...