AccuraBooks Creating an Inventory Part Item in QuickBooks Online
Here is a video showing how to create inventory parts in QuickBooks Online:
Read MoreHow to Create an Inventory Part Item in QuickBooks Online
Note: Be sure that your inventory function is active in QuickBooks Online. Go to Gear Icon>Account and Settings>Sales tab>Products and services area>Checkmark the following at the minimum: Show Product/Service column on sales forms Track quantity and price/rate Track inventory quantity on hand Click Save then click Done. Go to Gear Icon> Lists menu>Products and services.
Read MoreApplying Vendor Bills to Already Entered Check Payments
Here is a video showing how to apply vendor bills to previously entered vendor check payments:
Read MoreQuickBooks – How to Apply a Vendor Bill to a Check Payment that was Already Entered
METHOD #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 MoreHow to Create an Equity Report in QuickBooks Online
Login 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 MoreQuickBooks Online Bank Auto-Feeds – Pros & Cons
The bank auto feeds section in QuickBooks Online, which is accessible by hovering over the “Banking” tab on the left side and clicking on “Banking”, is a convenient perk function that allows the ability to directly connect your bookkeeping software to the transactional activity that occurs in your financial institutions, such as your bank and
Read MoreHandling Customer Overpayments in QuickBooks Online
Here is a video showing how to handle customer overpayments in QuickBooks Online:
Read MoreHow to Issue a Customer Check Refund from a Previous Overpayment in QuickBooks Online
1. 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 MoreHow to Post a Payment to a Vendor Bill in QuickBooks Online
There are different ways to begin the process of posting your payment on a vendor bill in QuickBooks Online. This article discusses two different ways to accomplish this task. Note: I am going to assume you have already entered your bill into QuickBooks previously and now you are ready to post your payment to this
Read MoreHow to Catch Bookkeeping Issues & Fix Examples
My client, Amy, uses the QuickBooks Online platform for her basic bookkeeping needs, including sending invoices to her customers and processing payroll for her employees. I log into the client’s QuickBooks Online company file monthly to reconcile her bank and credit accounts and review important reports such as current Accounts Receivable Aging, Income Statement and
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