16 11, 2018

Multiple credit cards on one statement

By |2018-11-16T22:07:28+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 |2018-11-13T22:33:26+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 |2018-11-13T22:33:08+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 |2018-11-13T19:20:05+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 [...]

13 11, 2018

Correcting Income Recorded Twice in QuickBooks Desktop

By |2018-11-13T18:41:59+00:00November 13th, 2018|Categories: QuickBooks Desktop, QuickBooks Online, QuickBooks Training|0 Comments

Correcting Income Recorded Twice in QuickBooks Desktop (once as a sale receipt/invoice and once as a deposit into the register)   Identify the sales recorded in the register as income (and not as a sales receipt or invoice payment).  There are multiple approaches to this, I’m going to show you one. 1: Generate the profit and loss [...]

10 11, 2018

Applying Client Prepayments in QuickBooks Online

By |2018-11-10T23:25:17+00:00November 10th, 2018|Categories: QuickBooks Online, QuickBooks Training|0 Comments

Applying Client Prepayments in QuickBooks Online If a client is prepaying for services, such as a monthly deposit for services incurred during the month you might choose to apply a credit to their account and then deduct invoices from that credit.  Below are instructions on how to do this. 1: Click on the Quick Create menu [...]