Category: Transactions

  • QuickBooks Online: How to Record Fees from Credit Cards, PayPal, Merchant Services

    Your customer paid the Invoice in full amount, but then fees are taken out by your credit card merchant processor before it is posted to your bank account. This quick video shows how do you enter it in QuickBooks Online? QuickBooks Online: How to record fees from credit cards, paypal, square, merchant processors

  • How do I search for a specific amount in a line item in a bill?

    How do I search for a split amount in a line item in a bill? Example: Total vendor bill amount could be for $500 but the split lines are broken down to $150 or whatever. I would like to search for the $150 and find the $500 bill linked to this charge. Click the magnifying […]

  • How to get QuickBooks mobile app and upload expense transactions with receipt attachment?

    To get mobile app for iPhone, iPad and Andriod, vist this website: http://qboblog.com/links/ To get your receipt uploaded and expense recorded to QuickBooks Online: Sign into your QuickBooks Online mobile app Select your company Click the Create (+) in the upper right Select Expense from the menu that appears Click the blank square field towards […]

  • How to import transactions from Square in new QBO?

    Go the home page screen From blue navigation bar on the left select Transactions Select Sales Select Import Transactions (top upper corner) Select Square (from drop down) Follow the instructions

  • How can I search for transactions in new QuickBooks Online?

    From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search” You can search/find the following transactions: Bill Payments Billable Expense Charges Bills Charges Checks Credit Card Credits Credit Memos Credits Estimates Expenses Invoices Journal Entries Payments from Customers Purchase Orders Refunds Sales Receipts Sales […]

  • QuickBooks Online – How to enter various expenses in QBO?

    The tutorial video below explains how different expense transactions are entered in QuickBooks Online. It is a step-by-step process of learning how to enter expenses in QBO. This is probably the best in-depth video that covers vendor expenses in QuickBooks Online. I highly recommend you to watch it.   Let me summarize the content of […]