Creating Statement Charges In QuickBooks
Statement charges allow you to quickly note a purchase a client is making in a register and then send a statement to your customer at …
Statement charges allow you to quickly note a purchase a client is making in a register and then send a statement to your customer at …
Many customers bill for time and materials. This means you have an expense, item, time or mileage you want to bill to your customer. This …
The income tracker is a little dashboard in QuickBooks that allows you to visually look at sales transactions outstanding, coming up, or pending sale. This …
Though this is the world of the debit card, a lot of businesses need to use cash for quick reimbursements to employees or even to …
These days moving money from one account to another is so easy using online banking, so recording the transaction should be easy too. QuickBooks makes …
Transfer Funds From One Bank Account To Another In QuickBooks Read More »
Sometimes you make payments via EFT or ACH. How does QuickBooks handle that when you are not printing or writing a check? This QuickBooks training …
A check gets lost in the mail, or sent through the wash even – it happens! This QuickBooks training video shows you how to void …
Void Check Without a Closed Period In QuickBooks Read More »
One of the most important processes in the monthly close is to reconcile your bank statement. It is really simple to do in QuickBooks – …
Reconcile Bank Account to Bank Statement In QuickBooks Read More »
QuickBooks allows you to print checks directly out of its system, however there are only a few check printing templates. This QuickBooks training video will …
When you purchase checks for printing in QuickBooks, you can add a logo – usually for a fee. This QuickBooks training video will show you …
Add Company Logo and Address to Printed Checks In QuickBooks Read More »
Some companies want to print their signature out on checks at the time they print the check. This QuickBooks feature makes running a 100+ employee …
Cash, Check, Charge? These are set up in QuickBooks’s Payment Method List. This QuickBooks training video explains the Payment Method List, how they work in …
QuickBooks defaults to use undeposited funds as the account when you receive payments. This allows you to receive several checks and then create one deposit …
Use Undeposited Funds As a Default When Receiving Payments In QuickBooks Read More »
Retail stores and restaurants withdraw cash when they visit the bank if they need to refill their till. Office managers receive cash back when they …
It’s raining money! Well, sort of. You receive payment from your customer and they have overpaid. This QuickBooks training video shows you how to account …
Receive Payment In QuickBooks – Client Overpays Read More »
The check was in the mail – and now it’s in your hands! But wait, the client has paid less than you expected. This QuickBooks …
Receive Payment In QuickBooks – Client Underpays Read More »
Just as you reconcile your bank account, you should also be reconciling your credit card accounts monthly. At the time of reconciliation, QuickBooks allows you …
Reconcile and Pay Down Your Credit Card In QuickBooks Read More »
Get a high level overview of the different item types available in QuickBooks. Setting up your item types correctly when you are setting up …
Similar to setting up your chart of accounts, when you set up your items list it is important to think about what you need to …
How to Set Up and Organize Your QuickBooks Items List Read More »
In this video we will take a deeper dive into setting up and using service items. We give examples of good service item usage and …