How To Export QuickBooks Online Data to Excel

By |2020-01-12T17:14:23+00:00January 20th, 2020|Categories: QuickBooks Online|

In today's QuickBooks online training blog post, we're going to talk about how to export your QuickBooks Online data to Excel. If you wanted to keep a backup of your information or view it in a different format, read below to see how it's done. The first step we want to do is to navigate to [...]

How To Export Chart of Accounts to Excel in QuickBooks Online

By |2020-01-15T15:17:59+00:00January 16th, 2020|Categories: QuickBooks Online|Tags: , , , |

Have you ever needed to export your Chart of Accounts in QuickBooks Online to Excel? In today's blog post, we're going to show you how to do exactly that. Step 1) Navigate to Chart of Accounts From your dashboard, you will see a navigation bar on the left hand column. That navigation bar will have about [...]

How to Email an Invoice in QuickBooks Online

By |2020-01-02T16:29:11+00:00January 13th, 2020|Categories: QuickBooks Online|

In today's blog post, I'm going to show you how to email an invoice in QuickBooks online. Step 1) From the Dashboard, Click "+ New" and select Invoice From most pages in QuickBooks Online, you will see a left-hand navigation menu. In that navigation menu, you will see a button labeled "+ New." Click that button [...]

How To Setup Bank of America Credit Card to QuickBooks Online

By |2019-12-29T16:24:16+00:00January 6th, 2020|Categories: QuickBooks Online|

In today's blog post, I want to show you how to add the Bank of America, Alaska Airlines Credit Card to your books. Let's dive right into it and add the account to your Bank Feeds in QuickBooks Online. You should take note that this isn't an account in your Chart of Accounts, it's just an [...]

How to Send a Sales Receipt in QuickBooks Online

By |2019-12-22T20:40:53+00:00December 23rd, 2019|Categories: QuickBooks Online|Tags: , |

Have you ever needed to send a sales receipt to a customer? 1. Create a new Sales Receipt There are several ways to do this. In this example, we'll start from the QuickBooks Online Dashboard. From the Dashboard, click the + New button to open up the drop-down menu. The drop-down menu will have several columns, [...]

How To Create a New Invoice Template in QuickBooks Online

By |2019-11-24T07:11:12+00:00November 18th, 2019|Categories: QuickBooks Online|

Have you ever needed to create a new template in QuickBooks Online? Today, I'm going to show you how to do it in three different ways. First, I'll go through a straightforward set of steps, then I'll outline those steps, and thirdly, I'll link a video at the bottom to show precisely how to execute this. [...]

How to Create and Edit Services and Products in QuickBooks Online.

By |2019-11-24T07:05:39+00:00November 18th, 2019|Categories: QuickBooks Online|

Have you ever needed to set up products and services in QuickBooks Online? In this blog post, I will show you the ins and outs of adding products or services, how to add those items to an invoice, and then how to view activity created by that invoice in your profit and loss statement. Let's start [...]

How To Setup Company Info in QuckBooks Online

By |2019-11-24T07:56:22+00:00October 28th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to set up your company info in Quickbooks Online? Setting the company information in QuickBooks online is reasonably straight forward. When you're finished reading this blog post, you'll know where to change your company name, type, contact information, address, and a handful of other items. We're going to start by navigating [...]

How to Avoid and Correct Duplicated Credit Card Payments in QuickBooks Online.

By |2019-11-24T12:56:29+00:00October 14th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wanted to minimize or avoid the number of duplicate credit card payments in your QuickBooks Online account altogether? In this blog post, I want to talk about something that comes up frequently. In QuickBooks Online, I often see a payment from the Checking Account to the credit card that gets applied twice. I [...]

How to Identify Errors in the Bank Balance in QuickBooks Online.

By |2019-10-13T05:25:01+00:00October 14th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Would you like to know how to identify errors in your bank balance in QuickBooks Online? In QuickBooks Online, we will have multiple balances for an account. Your bank will feed in a balance and your QuickBooks account should match that balance for the account. Today, I want to explain some strategies on finding the causes [...]