-
How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online?
The short video (below) will show you step-by-step instructions on how to import credit card transactions from Excel CSV file into QBO so that you will not import transactions the wrong way. Confusion has to do with bank account field and Quickbooks field screen. It is the same field name for bank download as well […]
-
How to undo bank reconciliation in QuickBooks Online Accountant
Page moved – CLICK HERE.
-
To transfer fund between accounts within QuickBooks
From the home page screen Click Create (+) Sign Under “Other” select Transfer Here you can record the transfer, just click Save and Close when you’re done. In this example (see screenshot photo for reference), it’s transferring $1,000.00 from Checking Account to Savings Account. Transfer Funds From = Money coming out from that account Transfer […]
-
How many users can be supported in trial version of QuickBooks Online.
The number of users available for each account is determined by the plan that you sign up for regardless of whether or not you’re on trial. Simple Start – 1 user Essentials – 3 users Plus – 5 users
-
How I can generate a 1099 summary report for non-employee compensation in QuickBooks Online Plus?
There is no built-in 1099 related summary report for non-employee compensation at this time Here is how you can get that information. Go to prepare 1099-MISC forms screen (blue navigation bar > vendors > prepare 1099s button (right corner) > “Follow the steps to prepare 1099-MISC forms” screen > Choose “Print using purchased forms” link […]
-
How can I assign more than one account from Chart of Accounts for my 1099’s?
First, you need QuickBooks Online PLUS plan, to have prepare and print 1099s feature. To assign more than one account from your company Chart of Account: From the home page screen > go to blue navigation bar on the left > click Vendors tab > Prepare 1099s button (upper right side) > Assign Accounts > […]