How to Navigate Bank Feeds in QuickBooks online

By |2019-09-29T06:54:35+00:00September 30th, 2019|Categories: QuickBooks Online, QuickBooks Training|

In this blog post, I'm going to give you a bit of an overview and best-practices guide with regards to working wtih bank feeds in QuickBooks Online. Bank feeds are a one-way synchronization from your bank to QuickBooks online. QuickBooks cannot update your bank but transactions from your bank can update QuickBooks Online. Navigating to your [...]

How To Connect Banks to QuickBooks Account

By |2019-09-28T14:04:44+00:00September 30th, 2019|Categories: QuickBooks Online, QuickBooks Training|

In this post, I'm going to show you how to connect your bank to QuickBooks online. We're going to be using the Sample Company File. The first thing we need to do is get into our Dashboard and locate the area that says "Bank Accounts". After we locate that region, scroll down a little bit and [...]

How To Import Transactions From Excel Into QuickBooks Online

By |2019-09-28T14:14:27+00:00September 30th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever needed to import data from Excel into Quickbooks?  In this scenario, we're going to assume that maybe you intermingled some personal and business expenses on a personal credit card. You then went on to download the transactions from your credit card company as an Excel sheet and deleted all the transactions that weren't [...]

How to Locate the Chart of Accounts in QuickBooks Online

By |2019-09-28T14:25:23+00:00September 29th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to find the Chart of Accounts in QuickBooks Online? In this blog post, I'm going to show you two ways to get to your chart of accounts. When you're in QuickBooks online, you can be on any screen and use these methods to access your chart of accounts. The first method [...]

What is the Chart of Accounts?

By |2019-09-20T02:19:02+00:00September 22nd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Your chart of accounts as seen in your accounting software is a list of all your accounts that will appear in your financial reports. I like to think of it as the one-stop-shop for information about your business.  If you're looking for information about your companies income, expenditures, assets, and liabilities, this it he place to [...]

How To Review Profit and Loss Report in Quickbooks

By |2019-09-18T09:36:51+00:00September 22nd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered what details make up a profit and loss report and how to use all this information best? Quickbooks is a wonderful tool that will put the critical business reports at your fingertips. Once you're logged into your account, it doesn't matter what screen you start from. Go to the left hand column [...]

How To Create a Sales Receipt in QuickBooks Online

By |2019-09-18T09:37:46+00:00September 22nd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever needed to create a sales receipt in Quickbooks Online?  When it comes to sales receipts in QuickBooks, there's more than what meets the eye. Depending on how you initiate the creation of the sales receipts, different fields will be automatically populated and can save you valuable time and effort.  The most general way [...]

How to Create an Invoice in QuickBooks Online

By |2019-09-18T09:37:54+00:00September 22nd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to create an invoice in QuickBooks online? Let's start off with some definitions. What is an invoice? An invoice is when you provide a product or service for somebody and you ask them to pay you later. In this blog post, I'll teach you a few different ways to send an [...]

How To Edit the Name of an Account in Quickbooks Online

By |2019-09-24T09:12:16+00:00September 22nd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to rename an account in QuickBooks Online? In this blogpost, I'm going to go over the required steps to rename an account in the Chart of Accounts. The scenario we will be discussing is one in which we are adding a credit card and need to add the last 4 digits [...]

How To Hide an Account in the Chart of Accounts

By |2019-09-18T09:38:11+00:00September 22nd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to hide an individual account in your chart of accounts? In your chart of accounts, you'll find all the accounts in your general ledger. If you're setting up your chart of accounts and you're seeing stuff you don't need or do not find relevant, you may want to hide some of [...]