Tag Archives: quickbooks

How to Create a Payroll Bonus Item in QuickBooks Desktop Payroll

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.

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How to Create an Inventory Quantity Adjustment in QuickBooks Desktop Enterprise

Note: 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

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How to Set Up an Employee Deduction Health Insurance Payroll Item in Quickbooks Desktop

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. You will need to create a new payroll item for the employee deduction portion of an employee’s health insurance plan,

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Issue Overpayment Refund in QuickBooks Desktop

Here are instructions to receive a customer overpayment then issue a check refund for the resulting credit balance using QuickBooks Desktop. Note: This is not the same as creating a credit memo. Menu: Go to Customers>Receive Payments. Choose the customer in the “Received From” field. Fill in the Payment Amount. Be sure to choose an

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Bank Reconciliation Issues with Beginning Balances

Here is a video showing how to resolve basic bank reconciliation issues with beginning balances:  

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How to Set Up Health Savings Account Employee Deduction Item in QuickBooks Desktop Payroll

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. You will need to create a new payroll item for the employee deduction portion of an employee’s Health Savings Account

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How to Set Up a 401(k) Employer Match Item in QuickBooks Desktop Payroll

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. You will need to create a new payroll item for the employer match portion of an employee’s 401(k) company-sponsored plan,

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How to Set Up 401(k) Employee Deduction Item in QuickBooks Desktop Payroll

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. You will need to create a new payroll item for the employee deduction portion of an employee’s 401(k) company-sponsored plan,

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What is the Undeposited Funds Account in QuickBooks?

Here is a video explaining and showing how to use the Undeposited Funds account in QuickBooks:

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Applying Customer Credits

Here is a video explaining how to apply customer credits in QuickBooks Desktop & Online:

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