How To Setup Company Info in QuckBooks Online

By |2019-10-25T07:46:29+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 fairly 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 |2019-10-13T05:11:12+00:00October 14th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wanted to minimize or avoid alltogether the number of duplicate credit card payments in your QuickBooks Online account? 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 [...]

How to Add A User on QuickBooks Online

By |2019-09-29T09:29:11+00:00October 7th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever needed to add a user in QuickBooks Online? In this blog post, I'll show you how to send an invite out so that a new user can access your company file. The first step is to locate the gear in your dashboard. It will be in the upper right-hand corner of the screen. [...]

How to Review Profit and Loss by Month in QuickBooks Online.

By |2019-10-04T08:35:16+00:00October 7th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever wondered how to review your Profit and Loss on a monthly basis in QuickBooks Online? In this blog post, I will outline how that can be accomplished. The first step in this tutorial is to locate the QuickBooks Online test drive sample file. To provide a little background, QuickBooks Online makes a sample [...]

How To Add an Account to the Chart of Accounts in QuickBooks Online

By |2019-10-06T07:06:17+00:00October 6th, 2019|Categories: QuickBooks Online, QuickBooks Training|

Have you ever needed to add an account to your chart of accounts in QuickBooks Online? For the sake of this example, we're going to assume that we've realized that we've forgotten to add one of our accounts to the chart of accounts. We'll make that update and add a credit card to illustrate the process [...]

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 [...]