Our Blog

Setting Up Sales Tax in QuickBooks Online

November 30, 2017

Sales tax is one of the more complicated concepts supported by QuickBooks Online.

QuickBooks Online was designed for you, the small businessperson. You've probably discovered that many of its features are fairly easy to use from the start.

But just because QuickBooks Online can do something doesn't mean you should attempt it on your own. Sales tax is one of those...

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Are You Using QuickBooks Online's Mobile App?

October 23, 2017

Even if you don't travel for work, and especially if you do, you should explore what the QuickBooks Online's mobile app has to offer.

You already know how convenient it is to be able to access your company's financial data from any desktop or laptop computer that has an internet connection. Still, there are times when you'd like to be able to complete some of your accounting tasks...

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What Is a Vendor Credit, and How Do You Record One?

September 22, 2017

Whether you are getting a vendor credit for a refund or a return, you can record it in QuickBooks Online.

When you are dealing with your company's vendors, you're probably accustomed to money flowing in one direction; theirs. Maybe you send them purchase orders and they send you invoices. Or they send you bills and you pay them. Or you walk into a store and buy something your...

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7 Best Practices for QuickBooks Online Users

August 25, 2017

Even if you've been using QuickBooks Online for a long time, it's good to step back and evaluate your actions.

"Best practices" aren't enforceable rules. They're simply guidelines businesses commonly follow in one area or another. If you're in retail, for example, one best practice might be to always ask customers checking out if they found everything they were looking for....

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Receiving Payments in QuickBooks Online

July 25, 2017

It's perhaps one of your favorite activities in QuickBooks Online: recording money that comes in. Are you doing it right?

Your days of matching paper checks to paper invoices are over. QuickBooks Online excels at keeping your accounts receivable organized. No more digging through piles of forms and hand-stamping PAID on your customer bills and statements. No...

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Recording Simple Expenses in QuickBooks Online

June 25, 2017

Tracking even the little expenses is important.

How does most of the money you owe individuals and companies get disbursed? Do you print checks, or write them by hand? Use credit cards? Pay online through your bank's website?

Keeping track of your outgoing funds can be challenging, since there are so many ways to complete those transactions, but it's important that...

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Getting to Know QuickBooks Online Reports

May 17, 2017

They're one of the rewards you get for your conscientious accounting work.
Are you using them to make better business decisions?


What do you see when you log on to QuickBooks Online? Your most important business numbers represented by real-time charts. Profit and loss. Income and expenses. Sales. And all of your account balances.

This is a great way to start your...

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Need to Set Up Users in QuickBooks Online?

April 11, 2017

Don't waste any time having to sift through gardens of information. Make hopping onto QuickBooks Online easier with the multiple users function. As new customers and employees enter your business during this season of change, you can regulate the levels of access allowed to them by following a few simple steps.

In no time, both you and your users will be able to experience a more...

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Your First Hour with QuickBooks Online

March 9, 2017

Whether you're just launching a business or you're going online with an existing company, take some time to get acquainted with QuickBooks Online.

Your first hour with any web-based application is probably spent exploring and clicking buttons, links, and other navigation tools to get the lay of the land.

QuickBooks Online should be no different. In fact, it's even...

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Using Custom Fields and Classes in QuickBooks Online

February 8, 2017

With Valentine's Day approaching, you might be considering new ways to put your business out there. Two QuickBooks Online functions that can give you that small boost in the right direction are the custom fields and classes options. Whether it's a new look for your sales forms or a more organized set of reports, these tools can help you confidently stand alongside your...

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Use Recurring Transactions in QuickBooks Online

January 16, 2017

Save time and ensure that repeating transactions are processed as scheduled.

You know how much time QuickBooks Online already saves you. Customer, vendor, and item records need never be entered again once they're created for the first time. Pre-built forms use your record data to complete transactions quickly and accurately. Customizable report templates provide real-time overviews of your financial status in every area.

There's another way QuickBooks Online can reduce the time you spend on accounting chores: recurring transactions. If you have invoices, bills, and other transactions that occur on a regular basis, you can save all or part of their data to use again. You can even choose to have them dispatched automatically.

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5 QuickBooks Online Add-On Apps You May Need in 2017

December 14, 2016

Not finding quite everything you need in QuickBooks Online? Here are some handy add-on apps available.

QuickBooks Online may work for you just fine as is. After all, it was designed to meet the needs of the millions of small businesses that want to manage and track their income and expenses, create records and transactions, and run reports to gauge their financial health.

QuickBooks Online was also designed to grow along with your business. But there's no need for Intuit to add internal features to do so. In fact, that would make it too expensive and unwieldy for many companies.

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QuickBooks Online Seminar

October 12, 2016

QuickBooks Online Seminar

Tuesday, November 1, 2016
1:00 - 4:00 pm.
$49

** BRING A FRIEND SPECIAL **
(each of you will receive a $10 rebate) 

Holiday Inn Akron-West Fairlawn
4073 Medina Road, Akron, OH   44333




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Tracking Products & Services in QuickBooks Online: Part 1

Tracking your products and services become increasingly important as your company grows. QuickBooks offers a great solution to help you stay on track with just the right amount of inventory. You are not tying up your money needlessly, but also you know when you need additional inventory so you do not fall short of demands. Reports can be generated quickly, giving you the power of staying...

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Setting Up Settings in QuickBooks Online

There are many features in QuickBooks Online that you may not know exist. Taking time to view what settings are available to you to use for your business before entering data is important. You have the ability to adjust the default settings in QuickBooks Online so that you can customize it to best align to your unique company needs.

Sass Accounting Services is committed to keep...

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What You Need to Know About the QBO Mobile App

Looking forward to Spring, we think about growth; things coming alive and developing. Just as the seasons change, so should our businesses evolve and grow. In January we set goals for ourselves and for our businesses. Moving forward, we want to be sure we are implementing the steps to work toward our goals. Take a moment to evaluate where you are now, and ask yourself if you are heading in...

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Using QBO's Accounts Receivable Reports

With the holidays and year-end over, you can turn your attention to catching up with your customers.

It would be nice if we could neatly wrap up every accounting month or quarter or year neatly, with all of our transactions completed. All current bills and invoices would be paid, physical inventory counts would match the quantities in our records, and all purchase orders would be...

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Our New Website

Sass Accounting Services LLC is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look...

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