This article addresses how to manually import your business credit card transactions into your QuickBooks Online file. This article does NOT address posting transactions via direct connection to your credit card account online, but rather this is if you want to post from an exported spreadsheet (.csv file) instead. For whatever reasons, you may decide
Read MoreThis article addresses how to create a Vendor Credit in your QuickBooks Online software and apply it to an open vendor bill. A vendor credit can be used to apply to a future bill in lieu of a payment on that bill. A vendor will issue a vendor credit in lieu of a cash refund.
Read MoreThis article addresses the task of converting statement charges into a customer invoice in QuickBooks Online. Statement charges (called Delayed Charges in QuickBooks Online) are just simply ongoing charges, for work already performed, to be billed to your customers at a later date. Delayed charges do not affect your financials until they are actually put
Read MoreThis article continues the discussion (from Part 1) of some basic tasks of working within the bank feeds module in QuickBooks Online. As a reminder, the bank feeds module, also known as the “Banking Transactions” module, in QuickBooks Online is a very convenient bookkeeping tool to post transactions in your bookkeeping software. You can also
Read MoreThis article addresses some basic tasks of working within the bank feeds module in QuickBooks Online. This module, also known as the “Banking Transactions” module, in QuickBooks Online is a very convenient bookkeeping tool to post transactions in your bookkeeping software. You can also use this function to post credit card, Paypal, loan and lines
Read MoreThis article addresses how to create a project within a customer’s profile in your QuickBooks Online company file. It also addresses how to see that project’s transactions list, also within that customer’s profile. This transactions list is especially helpful for Spec type of home-building projects. This is because Spec type of homes don’t have Profit
Read MoreThis article addresses the issue of creating a customer invoices history report in QuickBooks online that does not duplicate sales invoice number data if each of your invoices have multiple lines of sales items. For example: If you create one invoice, but with multiple lines of different items that you sold within that one invoice,
Read MoreThis article deals with creating an Open Purchase Orders Detail Report, but will display the following information: Creating this report with exactly these columns of information can be useful if you sell products and are primarily wanting: Knowing how many purchase orders you submit in a given week may help with supply/logistics controls and forecasts.
Read MoreThis article addresses how to manually apply an old vendor payment to open bills in QuickBooks Online. This procedure does NOT utilize the “Pay Bills” function in QuickBooks Online, but rather is just a back-door method of applying a vendor payment to an unpaid bill that directly utilizes the manual posting to the Accounts Payables
Read MoreThis article addresses how to manually post a health insurance split transaction into QuickBooks Online via the bank feeds module. The Bank Feeds module in QuickBooks online is a very useful tool to be able to download your banking (and credit card) transactions into a temporary holding platform; thus, from this platform you can review
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