How do I match a batch deposit for payment of an invoice and vendor refund deposit?

Example: My total deposit amount is $1,300, $1,200 for payment for the outstanding invoice and $100 for Insurance refund. From the Banking Review tab, find the Deposit transaction you want to match with customer payment plus insurance refund. Click the Deposit transaction row in question. Click the “Find match” radio button. Match transactions screen will… Continue reading How do I match a batch deposit for payment of an invoice and vendor refund deposit?

Learn how to email your expense receipts to QuickBooks Online

If you have a receipt, you can email it to QuickBooks. They will extract info from it and create a transaction for you to review. You will see them in the Banking > Receipts tab. Then you can edit the receipt, add it to an account, or match it to an existing transaction. You’ll also… Continue reading Learn how to email your expense receipts to QuickBooks Online

Quickbooks Online – how do I delete items from Banking For Review

From the Banking “For Review” tab, click the checkboxes to the left of the date for the transactions you want to exclude. Once you’re done, click the Batch Actions drop-down arrow and select Exclude Selected. The transactions moved to the “Excluded” tab from the “For Review” tab. To delete permanently: From the “Excluded” tab >… Continue reading Quickbooks Online – how do I delete items from Banking For Review

How do I view or print previous bank reconciliation reports in QuickBooks Online QBO

To view or print the previous bank reconciliation report: 1. From the left Dashboard, select Reports. 2. Go to “For my accountant” section and select Reconciliation Reports. 3. Select Account. Select Report period. 4. Select “Statement Ending Date”. 5. Click “View Report” under Action column. 6. Click Print icon to print the report. How to… Continue reading How do I view or print previous bank reconciliation reports in QuickBooks Online QBO

How To Add Purchased Inventory Items From Banking “For Review” Tab

How to add purchased inventory items from Banking tab? I like to enter SKUs, Qtys of each item in one entry. Assuming you have QuickBooks Plus Plan, you will first need to ensure that in company settings you turn on the Items table and Purchase orders. (Gear icon at the top > Your Company >… Continue reading How To Add Purchased Inventory Items From Banking “For Review” Tab

How to handle refund on a debit card from a vendor to the project

How to handle refund on a debit card from a vendor? It’s downloaded as a bank deposit in bank feed. How can I assign that credit to the project? It involves few steps process to handle vendor refund on a debit card to the project in QBO. 1) Create Vendor Credit (Plus sign at the… Continue reading How to handle refund on a debit card from a vendor to the project