In this video, our founder Katie Bunschoten, goes over how to complete a change order without a third party add on in QuickBooks Online, since a lot of our customers are switching over from QuickBooks Enterprise Contractor Edition. We had a client ask us recently and thought it would be great to go over and share will all of you. Katie is going to demonstrate this work around for you today! Need a more formal way to handle this process? Contact us, we're here to help you and offer 30min FREE discovery calls.

Certum Solutions works with business owners to make their lives easier by setting up and implementing custom versions of QuickBooks that help our client’s companies grow. Out-of-the-box solutions are not realistic, especially with all of the industry niches we work with, including manufacturing, construction, retail and e-commerce, and nonprofit.

March comes in like a lion, roaring into action with a flurry of updates for QuickBooks Online Advanced®, QuickBooks Online®, and QuickBooks Payments.

I’m especially excited about the fleet of changes that make QuickBooks Online Advanced even better for creating, comparing, and sharing custom reports. If you’re planning to grow your business, these tools can help you make decisions by keeping the right data at your team’s fingertips.

Automated Invoice reminder emails are set up differently in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Desktop. These videos go through the two different avenues to send automated reminders to your customer when their payment is due on the QuickBooks Online platform. I will add another post with the QuickBooks Desktop method soon.

In this quick video I show you how to enter a check in QuickBooks Online (we used Advanced, but it will work for all QuickBooks Online editions). You will also learn when you would want to use the Write Checks function instead of the Enter Expenses function. While you can enter checks using the Expenses screen, I don’t recommend it typically for a few reasons. If these reasons are not important to your business, then using the Expenses screen is sufficient.

We were an early adopter of ChronoBooks, the newly acquired backup service for QuickBooks Online Advanced. A few years ago, we reached out to Nate, and were excited about his new service that was able to seamlessly backup QuickBooks files in case of issue.

Learn more about security permissions in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Enterprise Desktop, and discover which one will best fit your business.