QuickBooks’ Reminders can prevent countless problems with your finances. Totally Customizable To start setting up Reminders, open the Edit menu and select Preferences. Click Reminders in the left vertical pane. With the My Preferences tab highlighted, click in the box in front of Show Reminders List when opening a Company file to create a checkmark. […]
Downloading Financial Transactions in QuickBooks Online (QBO)
Setting Up the Connection Haven’t connected your financial institution to QuickBooks Online yet? It’s easy. Click the Banking link in the toolbar, then Add Account in the upper right. The Find your bank window opens. Start entering the name of your bank, credit card company, or service like PayPal in the blank field. A list of potential matches will drop down; […]
Keeping Vendor Records in QuickBooks
Filling in Fields To create a vendor record, open the Vendors menu and select Vendor Center. Above the tabbed table, there’s a small toolbar. Open the New Vendor menu and click on New Vendor. A window like this will open: At the top of the screen (not pictured here) is a box labeled Vendor Name. Enter it, then move on to the Opening […]
Creating Customer Statements in QuickBooks
Invoices not being paid promptly? Customers questioning their payment history? Create statements. A Simple Process Here’s how they work. Click Statements on the home page, or open the Customers menu and select Create Statements. A window like this will open: QuickBooks provides multiple options on this screen so you create the statement(s) you need. First, ensure the Statement Date is correct, so your […]
QuickBooks Income Tracker
A Simple Layout Click the Income Tracker link in the toolbar to open the tool’s main screen. If you’ve been using QuickBooks for a while, you’ll see a framework like this with your own company’s data already filled in. Look first at the top of the screen. You’ll see six horizontal bars, each of which represents groups […]