Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 2

Last QBO blog, we walked you through the mechanics of connecting to banks and credit card companies online and described the process of reviewing imported transactions, exploring concepts like: Categorizing them, and marking them as billable Adding them to an account register; matching them to related transactions; or transferring them to another account Using Batch actions to […]

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 work with them. 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 right corner, […]

Customer Statements: The When, Why, and How

If your business relies on invoices to get paid, there may be times when you need to create and send statements. If you’re using QuickBooks Online, you can easily send a statement, a list of sales transactions, credits, and payments. There are three kinds of these: Balance Forward. This document emphasizes what’s currently owed by displaying […]