Paying Bills in QuickBooks: The Basics

You must 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 the Expenses or Items tab and that the rest of […]

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, […]

How to Enter Bills in QuickBooks Desktop

It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps. A 2-Step Process QuickBooks divides your accounts payable tasks into two separate processes: entering bills and paying them. It requires some extra time upfront as you complete the first step, but streamlines the second so that the […]

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 […]

Extend QuickBooks’ Usefulness with Add-Ons

Do you think you’ve outgrown QuickBooks or feel like there’s something more you need it to do? If so, find an integrated add-on app that will work for you. There are hundreds of them available, so it’s likely you’ll find one that will do just what’s needed. They fall into several categories: ranging from billing […]