Tag Archives: quickbooks

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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Applying Customer Discounts

Here is a video explaining how to apply customer payment discounts in QuickBooks:

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Posting Batch Deposits

Here is a video explaining how to create and post a batch deposit in QuickBooks:

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Applying Customer Payments

Here is a video to explain how to apply customer payments to open invoices in QuickBooks Desktop:  

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Merging Vendor Profiles

Here is a video explaining how to merge vendor profiles in QuickBooks Online:

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How to Merge Customer or Vendor Profiles in QuickBooks

Sometimes, 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

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