Paying bills in QuickBooks requires you to first click Enter Bills on the home page (or open the Vendors menu and select Enter Bills), which opens a graphical representation of a bill. Select a Vendor from the drop-down list and complete the remaining fields in the top box. Make sure the Amount Due carries over to the lower part of the screen under either […]
Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 1
QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to download online banking/credit card transactions. First Steps If you’re a new subscriber, you may not have established these critical links yet. It’s an easy process. Start by clicking the Banking link in the left vertical navigation pane. In the upper […]
Using Memorized Transactions in QuickBooks
Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions. QuickBooks makes it very easy to set up transactions for repetitive use. Here’s how it works. We recommend you use one of QuickBooks’ sample files for this tutorial. Creating a Template Let’s start by creating a repeating […]
5 QBO Reports You Should Review Weekly
There are numerous QuickBooks Online reports that you should be consulting at regular intervals. QuickBooks Online’s Dashboard, the first screen you see when you log in, provides an effective overview of your company’s finances. It contains at-a-glance information about your recent expenses, your sales, and the status of your invoices. It displays a simple Profit and […]
All About Sales Receipts in QuickBooks
Documenting every sale carefully helps ensure that your financial records and reports will be accurate. The sales receipt n QuickBooks is the right tool for this in specific situations A Simple Form Here’s an example of a situation that illustrates the importance of really learning about and understanding QuickBooks before you start entering live data. […]