Resources QB Online | Diversified Business Solutions

ProSource Video

How to set up sales tax

How to Add & Manage Users For Your Company

How to manage your billing & subscriptions

How to use custom roles in QuickBooks Online Advanced

How to add accounts to your chart of accounts in QuickBooks Online

How to Connect Salesforce to QuickBooks Online Advanced

How to restore your data

Enter Personal Expenses: Paying with Company Funds

How to Collect and Record Sales Tax

How to Record Spending: Transactions, Bills & Payments

How to Use the Audit Log: Finding Errors & Transaction Histories

How to Use Reports: Understanding When to Use the 3 Types

How to Attach Documents To Transactions: Bills & Expenses

How to Give Your Accountant Access to Your QuickBooks

How to Schedule Recurring Transactions: Record, Edit, & Monitor

How to Use List Reports: Looking Up Customers, Vendors

How to Enter Billable Time: Employees & Contractors

How to Add Columns to Reports: Comparing Customers & Time Periods

How to Use Project Profitability Reports in QuickBooks (w/ QuickBooks Online Payroll)

How to Use Inventory Reports: Tracking, Maintaining, & More

How to Manage Inventory

How to Set Up Auto Payment Reminders in QuickBooks Online Advanced

How to Track Your Sales by Product or Service

How to Enter Project Transactions in QuickBooks (w/ QuickBooks Online Payroll)

How to Save Customized Reports

Bookkeeping Best Practices: Tips & Tricks

How to Setup Projects in QuickBooks (without QuickBooks Online Payroll)

What are Closing Dates?: How to Enter Dates & Password Protecting

How to Set Up Reminders: Recording Transactions

How to Send Estimates, Quotes, & Proposals

How to Create an Invoice: Billable Time & Expenses

How to Enter Purchase Orders: Recording, Tracking & More

How to Use Forms & Lists

Track What You've Sold: Products & Services

How to Use Bundles: Grouping Products & Services

How to Automatically Email Reports

How to Record Spending: Overview

How to Customize Reports: Basics, Sorting & Date Ranges

How to Use Detail Reports: Transactions, Expenses, & More

How to Manage Your Vendors List: Adding, Editing, & Removing

How to set up sales settings

Accounting & Bookkeeping Basics: Overview

How to Prepare for Tax Season: Overview

How to Record Discounts for Customers

How to Track What You've Sold: Inventory, Summary Reports, & More

How to Create a Management Report: Different Kinds, Editing & More

How to Use Reports Center: Categories, Insights & Information

Smart Reporting by Fathom for QuickBooks Online Advanced

Track What You've Spent: Expense Reports

How to Use Summary Reports: Summaries & Information

How to Use Shortcuts: QuickMath, Keyboard Shortcuts, & More

How to Handle Inventory From a Vendor: Expenses & Backorders

How to track time with TSheets in QuickBooks Online Payroll

Understanding Profit & Loss Statement: Income, Cost of Goods

How to Use QuickBooks Projects to Track Project Income & Costs (w/ QuickBooks Online Payroll)

How to Setup Projects in QuickBooks (w/ QuickBooks Online Payroll)

How to Filter Reports: Customers, Vendors, & Products

How to enter and pay bills

How to enter expenses without a connected bank

How to record a bank deposit (using undeposited funds)

Navigate QuickBooks Online: Menus, Transactions & Set Up

How to create a customer invoice

Get started in QuickBooks Online: a quick tour & what to do next

How to Use QuickBooks Projects to Track Project Income and Costs (without QuickBooks Online Payroll)

How to Set Up and Pay Payroll Taxes

How to set up a contractor

How to set up products & services

How to set up your expense settings

How to record an invoice payment (using undeposited funds)

How to Run Payroll

How to Use Journal Entries

How to make expenses billable

How to Add, Edit & Manage Your Customers List

How set up an invoice approval workflow

Accounting Terms You Need to Know

How to Use Project Profitability Reports in QuickBooks (without QuickBooks Online Payroll)

How to Track What Customers Owe You: Accounts Receivables & More

How to Categorize Transactions: Types of Accounts & Fixing Errors

How to Convert an Estimate Into an Invoice

How to set up QuickBooks Online Payroll and add an employee

How to Record Sales of Inventory Products

Track What You Owe Your Vendors: Accounts Payable, Balances, & More

How to Fix Beginning Balance Issues While Reconciling

Understanding the Chart of Accounts

How to Enter Project Transactions in QuickBooks (without QuickBooks Online Payroll)

How to upload transactions manually in QuickBooks Online

How to use tags

Understanding the Balance Sheet: Asset, Liability and Equity

How to Make Adjustments to Your Inventory Levels

How to Record Customer Credit: Credit Memos & Balances

How to Track and Pay Sales Tax: Tracking, Recording, & Reports

How to Customize Invoices and Sales Forms

How to use envelopes

How to set up QuickBooks Online Payroll when you already paid employees this year (part 1)

How to use the cash flow planner

Time Saving Tips & Tricks: Online Banking

How to set up advanced settings

Invoices vs sales receipts: which to use when

How to take payments from customers: sales receipts, mobile payments & invoices

How to pay expenses with owner funds

How to use enhanced custom fields

How to set up an invoice workflow

How to create custom charts

How to categorize transactions from your bank & credit card

How to use workflows

How to Create an Inventory Product

Set up and track your inventory in QuickBooks Online

How to Run Reports for Custom Fields

How to Record a Sales Receipt

How to use basic time tracking in QuickBooks Online

How to use Tasks in QuickBooks Online Advanced

How to refund customers: refund receipts

How to set up QuickBooks Payments

How to create multiple invoices in a batch

How to Reconcile an Account: Statements & Records, & More

How to Record an Invoice in the QuickBooks Mobile App

How to set up company settings

How to Record & Print Checks

How to Give Your Accountant Access to Your QuickBooks

How to Record an Estimate in the QuickBooks Mobile App: Creating & Sending

How to Use the QuickBooks Mobile App

How to Record Customer Payments in the QuickBooks Mobile App

How to Attach Receipts Using Your Mobile Phone

How to set up payroll when you already paid employees this year (part 2)

How to back up and restore your data

How to connect your bank & credit card accounts to QuickBooks Online

Fishbowl 101: Part, Inventory, Product

How can we help you?

Which version of QuickBooks do you use?

Gabor Terebesi, Intuit Payment Solutions & Merchant Services

Office: 800.601.4083 ext 1489
Email: gabor_terebesi@Intuit.com

Gabor is a 9-year veteran with Intuit, helping our clients with integrated credit card processing so they can save time, reduce overhead, and scale their operations with ease. He can set up merchant processing and payment solutions from inside your QuickBooks software, your mobile device, your e-commerce site and more. Gabor works closely with DBS to provide our clients the integration with QuickBooks that can only be obtained via Intuit Merchant Services. Gabor has great offers available to you exclusively for being a Diversified Business Solutions client. Give Gabor a call today and mention Diversified Business Solutions for a free merchant services analysis.

Mobile Features

Mobile timesheets

Clock in or out instantly from an Android or iPhone. TSheets works even without cell coverage. TSheets even works on your tablet. Take your time clock kiosk with you!

Crew functionality

Crew managers can clock in/out team members individually or at once. Learn more about our Crew time card app.

GPS location tracking

See who’s on the clock and where they’re working – all in real time. Learn more about GPS tracking.

Streamline scheduling

Create, edit, and publish scheduled jobs or shifts from anywhere.

Timesheet signatures now in beta

Capture signatures for project sign-offs. Employees can attach a signature to their timesheet while using the TSheets mobile app.

Submit & track paid time off

Use the mobile app to track paid time off, sick days, and holidays anytime, anywhere.

Bank Feeds Webinar

Wed May 16 2018 – 10:00 AM CST | Cost: Free

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Intro to QuickBooks Online Webinar - Part 3

Wed April 25 2018 – 10:00 AM CST | Cost: Free

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Intro to QuickBooks Online Webinar - Part 2

Wed May 16 2018 – 10:00 AM CST | Cost: Free

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Intro to QuickBooks Online Webinar - Part 1

Wed Mar 21 2018 – 10:00 AM CST | Cost: Free

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