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You’ve Tracked Income and Expenses — Now Let the Reports Talk
Whether you’re running a business or a nonprofit, understanding your QuickBooks Online reports is what turns tracking into strategy. You’ve entered your invoices, received payments, paid your bills, and recorded your expenses — well done! But what’s all that work actually telling you? QuickBooks Online doesn’t just collect data — it builds a picture of your organization’s financial health. But only if you know where to look. This post will walk you through the core financial
Melton Liggett
2 days ago4 min read


Handling Income in QuickBooks Online: From Estimates to Invoices to Getting Paid
And why it matters for both your cash flow and your sanity If your income process in QuickBooks Online feels a bit like guesswork — you’re not alone. Many business owners and nonprofit leaders don’t realize there’s a flow to how income should be recorded, tracked, and collected. And no, it doesn’t start with a deposit and end with a “paid” stamp. This post walks you through that flow: from estimates to invoices, from payment links to deposits, and ultimately into your Accoun
Melton Liggett
Oct 153 min read


Customizing Reports in QuickBooks Online for Nonprofit Accounting
How Classes, Projects, and Locations Work Together to Build a Statement of Functional Expenses — and Where Categories Fit In Setting up...
Melton Liggett
Sep 83 min read
Tracking and Recording Restricted Funds in QuickBooks Online
If your nonprofit receives donations, manages grants, and runs programs, your accounting needs to show not just what you spent — but how,...
Melton Liggett
Aug 122 min read


Chart of Accounts, Part 2: Why Account Numbers Matter (and What GAAP Has to Say About It)
COA, the key to great financial record keeping My apologies up front, as this will be another longer post. I just could not fit this...
Melton Liggett
Aug 44 min read
Depreciation, and Why It Matters
When your business buys equipment, vehicles, or other long-term assets, those purchases aren't just another expense. Instead, the cost of...
Melton Liggett
Jun 263 min read


Effective Strategies to Manage Business Finances Using QuickBooks Online
Understanding Business Finances with QBO Your business finances encompass more than just tracking income and expenses. They include...
Melton Liggett
Jun 113 min read


Where Did That Receipt Go? How to Keep Your Bookkeeper (and the IRS) Happy
If you're like most business owners, you've probably had this moment: standing in the checkout line, squinting at a paper receipt while...
Melton Liggett
May 132 min read
Receipts Matter: Why Capturing Them Can Save Your Business Time, Stress & Money
As a business owner, you’ve got enough on your plate—managing operations, delivering great service, and growing your bottom line. But...
Melton Liggett
Apr 212 min read
Why a QBO ProAdvisor?
Previously I posted the advantages of Quickbooks Online. When you are in the market for Bookkeeping or/and accounting services using...
Melton Liggett
Apr 141 min read
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