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 MoreHere is a video showing how to handle customer overpayments in QuickBooks Online:
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 MoreThere 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 MoreMy 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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