How do I permanently delete “Excluded” transactions in bank feeds?

  You can permanently delete bank downloaded transactions in QuickBooks Online (QBO). In order to permanently delete a bank downloaded transaction (or multiple transactions) from the banking center, you will first need to move it from “For Review” tab to “Excluded” tab. To move from “For Review” tab to “Excluded” tab: From the home page […]

How do I match transactions when bank feed deposits (from Stripe) are net and not gross

This is what you need to do! First, when you create sales receipt or invoice > choose deposit to “Undeposited Funds” account, not bank account. (I am giving lengthy steps, but it moves real fast) Let us start from your banking center. Find the deposit amount you want to match. Highlight and click once. Transaction […]

Where can I find a comparison of what reports are available in different plans of QuickBooks Online?

QuickBooks Online is available in three different plans: Plus, Essentials and Simple Start (or EasyStart). Here is a full list of reports available in different plans of QuickBooks Online:   #QuickBooks Online     What are the specific reports available with the Simple Start version of Quickbooks Online..

New QuickBooks Online (QBO) – All major features in one chart

Major features of QuickBooks Online (QBO) are explained in one single Chart below:       Click on the screenshot below to enlarge it Dark Blue navigation bar on the left for customer center, vendor center, all transactions including printing checks, run standard reports, setup and print sales tax, and buy apps. Company Gear – […]

QuickBooks Online – Brief side by side navigation guide from old to new QuickBooks Online

If you are upgrading from old QBO to new QBO, this tutorial video will be very helpful. It provides side by side navigation guide. After watching this video, you will have a basic understanding of where the major features are located in new QuickBooks Online.   #QuickBooks Online  

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