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So far Rachel has created 22 blog entries.

Record Expenses In QuickBooks Online

By |2019-04-25T22:12:13+00:00June 12th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Record Expenses in QuickBooks Online If a bill is going to be paid immediately or will be tracked using some other method such as piling it up on the corner of your desk, an expense will be used instead. . These instructions will help you do this within QuickBooks Online. Paying One-Time Expenses QuickBooks Online (Use [...]

Record a Bill Payment in QuickBooks Online

By |2019-04-25T21:57:51+00:00June 5th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Record a Bill Payment in QuickBooks Online If you are tracking your bills in QuickBoos Online, you also need to track the payments for those bills in QuickBooks Online.   These instructions are for recording the payment, they are not for using bill.com which is integrated into QuickBooks Online.  (If a bill is going to be paid [...]

Enter a Bill From a Vendor(QuickBooks Online)

By |2019-05-31T16:09:53+00:00May 30th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Enter a Vendor Bill in QuickBooks Online For some businesses they need to track bills to be paid at a later day, to do this bills is used.  (If a bill is going to be paid immediately or will be tracked using some other method such as piling it up on the corner of your desk, [...]

Create a Sales Receipt (QuickBooks Online)

By |2019-05-31T16:07:54+00:00May 23rd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Create a Sales Receipt in QuickBooks Online For some businesses they need to track customer purchases that are paid for immediately, to do this a sales receipt is used.  (An invoice is used for purchases the client will pay for later.)  These instructions will help you do this within QuickBooks Online. Entering a Sales Receipt Click [...]

Writing off Bad Debt in Accounts Receivable (QuickBooks Online)

By |2019-05-22T05:24:24+00:00May 16th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Writing off Bad Debt in Accounts Receivable Occasionally businesses find themselves in the position of writing off client invoices that will never be paid. These instructions will help you do this within QuickBooks Online. These steps are set up and will only be performed once. Set Up the Item "bad debt" in QuickBooks Online: Click on [...]

Apply Customer Invoice Payments in QuickBooks Online

By |2019-05-22T05:22:13+00:00May 9th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Applying Customer Payments in QuickBooks Online If you are invoicing your clients in QuickBooks, you need to know how to apply the payments you receive against the open invoices. To apply a client payment to an invoice in QuickBooks Online: Click on the quick create (plus sign) in the upper right corner of the screen. Click [...]

Adding and Removing Vendors in QuickBooks Online

By |2019-05-22T05:21:17+00:00May 2nd, 2019|Categories: QuickBooks Online, QuickBooks Training|

Adding and Removing Vendors in QuickBooks Online If you are tracking your clients in QuickBooks, you need to know how to add clients to QuickBooks and how to inactivate them. To add a client to QuickBooks Online: Click on expenses on the left side of the screen Click on vendor on the top menu bar To add [...]

Teaching in multiple time zones

By |2019-05-22T05:20:13+00:00April 26th, 2019|Categories: Uncategorized|

This question came up today and I want to address it for anyone else who is curious. Q: My assistant is in the Philippines and they want to learn QuickBooks, can we all three meet on a Zoom call for training? A: Yes, of course!   I always want people to feel comfortable that I will provide [...]

Adding and Removing Customers in QuickBooks Online

By |2019-05-22T05:19:18+00:00April 25th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Adding and Removing Customers in QuickBooks Online If you are tracking your clients in QuickBooks, you need to know how to add clients to QuickBooks and how to inactivate them. To add a client to QuickBooks Online: Click on sales on the left side of the screen Click on customer on the top menu bar To [...]