9 05, 2019

Apply Customer Invoice Payments in QuickBooks Online

By |2019-05-22T05:22:13+00:00May 9th, 2019|Categories: QuickBooks Online, QuickBooks Training|0 Comments

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 [...]

2 05, 2019

Adding and Removing Vendors in QuickBooks Online

By |2019-05-22T05:21:17+00:00May 2nd, 2019|Categories: QuickBooks Online, QuickBooks Training|0 Comments

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 [...]

26 04, 2019

Teaching in multiple time zones

By |2019-05-22T05:20:13+00:00April 26th, 2019|Categories: Uncategorized|0 Comments

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 [...]

25 04, 2019

Adding and Removing Customers in QuickBooks Online

By |2019-05-22T05:19:18+00:00April 25th, 2019|Categories: QuickBooks Online, QuickBooks Training|0 Comments

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 [...]

1 03, 2019

Does keeping track of accounting matter?

By |2019-05-31T16:06:54+00:00March 1st, 2019|Categories: Business Ownership, QuickBooks Desktop, QuickBooks Online, QuickBooks Review, QuickBooks Set Up, QuickBooks Training|0 Comments

https://youtu.be/xdULaLdsGTA   Does keeping track of your accounting matter? Accounting is important as it helps you track the financial health of your business. All too often business owners view their bank balance or worse, the gross sales, as a measure of their success. If you’re not tracking the expenses of the business you won’t know how [...]

16 11, 2018

Multiple credit cards on one statement

By |2019-06-27T16:45:48+00:00November 16th, 2018|Categories: QuickBooks Desktop, QuickBooks Online, QuickBooks Training|0 Comments

Managing Multiple Credit Cards on one Billing Statement Each month when the PDF statement comes in from BANK you'll reconcile all three accounts. Here is a breakdown on how to do this: Person A card: Download and classify the expenses for this card, these should appear in the banking tab under the name "PERSON A card" [...]

13 11, 2018

Issuing a Client a Refund in QuickBooks Online

By |2019-05-21T12:30:18+00:00November 13th, 2018|Categories: QuickBooks Desktop, QuickBooks Online, QuickBooks Training|0 Comments

Issuing a Client a Refund in QuickBooks Online   1: Click on the Quick Create (plus sign) in the upper right corner of the screen. 2: Click on Refund Receipt under the column called Customers 3: Fill in the refund receipt Customer name Refund date Payment method (for the refund, not how they paid you) Source of the [...]

13 11, 2018

Create an Invoice using QuickBooks Online

By |2019-05-21T12:22:26+00:00November 13th, 2018|Categories: QuickBooks Online, QuickBooks Training|0 Comments

Create an Invoice using QuickBooks Online There are various ways to do this, I’m going to show you one.   1: Click the plus sign (quick create) in the upper right corner of QBO.   2: Click on invoice under the column labeled customers   3: Fill in the invoice Customer Name Terms Invoice Date Product/Service being sold Quantity being [...]

13 11, 2018

Combining multiple payments into a single deposit in QuickBooks Online

By |2019-05-21T12:06:47+00:00November 13th, 2018|Categories: QuickBooks Desktop, QuickBooks Online, QuickBooks Training|0 Comments

Combining multiple payments into a single deposit in QuickBooks Online   1: Click on the plus sign (Quick Create button)   2: Click bank deposit under the column of other   3: Select (check) the individual payments that equal the deposit that went into the bank  4: Click save and close (or save and new) 5: When you open the downloaded [...]