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  • Step-by-Step Guidance: create sales receipt template with bundle and enter daily sales summary

    In this free video tutorial, you will learn step-by-step instructions on how to create sales receipt template using bundle feature and also how to enter daily sales summary using that template. This video tutorial is specifically designed for retail, service and restaurant businesses. If you’re a bookkeeper or office staff whose job tasks include entering…

  • How to merge vendors suppliers with transactions

    You can merge vendors, QuickBooks deletes one vendor and reassigns all its data to another vendor. IMPORTANT: YOU CANNOT REVERSE A MERGE AFTER THAT. In the left navigation bar, click Vendors. Select the vendor whose name you don’t want to use. Click Edit. Change the vendor’s Display Name so that it is the same as…

  • QuickBooks Online France Test Drive Demo Company

    Test Drive QuickBooks Online — See below for links NEW 2022 QuickBooks Online Tutorial videos: QuickBooks Online Tutorial 2022 — Navigation | Setup | Managing Transactions | Books Review | Reports   QuickBooks Online 2022 – BANK FEEDS Tips & Tricks – How to BULK CATEGORIZE Expense Transactions QBO   QuickBooks Online 2022 Tutorial —…

  • QuickBooks Online India Test Drive Demo Company

    Test Drive QuickBooks Online — See below for links NEW 2022 QuickBooks Online Tutorial videos: QuickBooks Online Tutorial 2022 — Navigation | Setup | Managing Transactions | Books Review | Reports   QuickBooks Online 2022 – BANK FEEDS Tips & Tricks – How to BULK CATEGORIZE Expense Transactions QBO   QuickBooks Online 2022 Tutorial —…

  • Why mark it billable to a customer and select “track returns for customers” box on a bank deposit

    This has to do with reflecting accurate direct expenses related to customers on Income by Customer Report. If you are depositing a vendor/supplier refund for an expense that was previously Billed to a customer, select “Track returns for customers” box and choose that same customer on the deposit and mark it Billable. For example, if…

  • How do you apply customer payment that has a merchant fee to an invoice in QBO?

    You will need to group both your deposit and fee together so your deposit in QBO matches the bank deposit that was made in real life. Here’s how to handle it in QBO at this time: RECEIVE PAYMENT Create an Invoice for your customer as you normally would. From the home page screen, click the…

  • How to limit the number of years of information when converting from QuickBooks Desktop to Online version

    You can use the Condense Data Utility in QuickBooks Desktop (In the menu bar, click File, then Utilities and then Condense Data) to condense company file data. To do this task: In the menu bar, select File and then Utilities and then Condense Data. In the first window of the wizard, select Transactions before a…

  • Converted to a new accounting system from QBO. What QBO data do I need to keep in the event of an audit?

    Here is a list of reports I recommend to have it on record (export to excel, or save as pdf) before canceling the QBO subscription: General Ledger (All Dates). Depending upon the file size limits, it may need to be downloaded in batches. Trial Balance by Fiscal Year Ending Bank Reconciliation Reports (for last three…