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 […]

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 > […]

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 […]

Bank feed populates all downloaded check transactions with the same Vendor

EXAMPLE: My bank feed populates all my downloaded CHECK transactions with the same Vendor. I change the vendor payee category on any given transaction it will change for all downloaded transactions in bank feed. There is no bank rule setup for this. Is there a way I can turn that off? Unfortunately, you can’t turn […]

How do I match a new Invoice to a payment that’s already been deposited to a bank account

This article will show how to link a deposit from a customer to an Invoice. Let’s assume the customer payment was entered first through Bank Deposit (this may be from bank feed or entered manually) instead of Receive Payment form and then you’ve created an invoice later, you can follow the steps below to link […]