Note: Be sure that your inventory/purchase orders function is active in QuickBooks. Go to Edit>Preferences>Items & Inventory>Company Preferences Tab Go to Lists menu>Item List Click at New at the bottom (within the Item menu ) or simply hit Ctrl+ on your keyboard. Choose Inventory Part under Type of item Note: Inventory Assembly items are not
Read MoreMETHOD #1 Login to QuickBooks Online. Go to New>Vendors>Bill Enter your vendor bill and hit save and close. Find the previous check payment made out to that vendor. This is the check payment that you want to apply to the bill. Within the check payment, change the category (account) that you previously assigned this check
Read MoreLogin to QuickBooks Online. Go to the Accounting tab on the left side and click on Chart of Accounts. Find the specific equity account that you want information from and then: Go to the left side and click on the dropdown arrow and click on Run Report. Once the report opens: Scroll to the top
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 Savings Account
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 match portion of an employee’s 401(k) company-sponsored 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 employee deduction portion of an employee’s 401(k) company-sponsored plan,
Read More1. Go to the vendor check-writing feature in QuickBooks Online. 2. Choose the customer name as the Payee name. 3. Choose “Accounts Receivable” as the Category. 4. Type in the overpayment amount to be refunded. 5. Click on “Save and Close”. 6. Next, go to the customer profile to actually apply this check payment refund
Read MoreSometimes, over a period of months or years, you may have inadvertently created similar looking vendor names or customer names in your QuickBooks company file. You may then decide, for various reasons, that you really need to begin merging some of these named profiles together. Before you being this activity, here are some important things
Read MorePosting two or more merchant settlement or customer check payments in a single batch deposit in QuickBooks requires the usage of the special Undeposited Funds current asset account/function in QuickBooks. To Begin: 1. Apply any and all full gross receipts/payments to open customer invoices like you normally would: a. However, here you are going to
Read MoreThis article deals only with the customer payment application process in Quickbooks DESKTOP and NOT the corresponding bank deposit process, which is covered in another article from AccuraBooks. To apply customer payments in Quickbooks Desktop: 1. Click on the Customers drop-down menu and choose Receive Payments 2. Click on the Received From drop-down menu and
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