Open Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. Click on Payroll Item at the bottom of the screen, or simply select Ctrl+N. Select Custom Setup and click Next.
Read MoreOpen Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. Click on Payroll Item at the bottom of the screen, or simply select Ctrl+N. Select Custom Setup and click Next.
Read MoreNote: This is assuming the customer deposit was already booked BEFORE the payment was actually applied to the customer’s open invoice. Note: This is assuming you do not have your preference setting that makes QuickBooks automatically apply customer credits to open invoices. Be sure that the pre-existing customer deposit is actually booked correctly for
Read MoreNote: Be sure you understand what information to enter for both payment and 1099 purposes. Go to your vendor center in QuickBooks Online (Expenses>Vendors) and then click “New Vendor” in the upper right corner. You will notice the fields First, Middle, Last name AND also the Company AND the field “Display name as”: For payment
Read MoreNote: This is assuming your inventory/purchase orders function is active in QuickBooks and you already have an inventory list created with quantities that need to be manually adjusted, perhaps due to a physical count of the inventory. Go to your inventory list in QuickBooks List>Item List Scroll to find the inventory type item that you
Read MoreThis article addresses how to conduct a manual import of transactions from a spreadsheet into your QuickBooks Online bank feeds center. This does NOT address how to import directly from a bank website. Note: You must first prepare your spreadsheet for the importation of data into QuickBooks Online. Here are some simple tips on how
Read MoreThis article addresses how to reconcile to a bank statement closing balance. A closing balance is best viewed by printing out a monthly (a month-close) PDF closing bank statement. This is because an official monthly closing statement can (but not always) calculate all of the withdrawals and deposits and sum these up onto the monthly
Read MoreOpen Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. You will need to create a new payroll item for the employee deduction portion of an employee’s health insurance plan,
Read MoreOpen Quickbooks desktop and click on the Lists menu and select Payroll Item List. Note: If payroll is not turned on in your Quickbooks file, then you will not see the Payroll Item List selection. You will need to create a new payroll item for the employer contribution match portion of an employee’s Health Savings
Read MoreNote: This article assumes you do NOT have the “Automatically apply bill payments” setting turned on in your QuickBooks company settings. If one of your vendors currently has a credit (negative) balance in your books, then let’s create a new bill and then apply this open credit balance to it: Find your vendor (with the
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