Last QBO blog, we walked you through the mechanics of online banking and credit card online transactions and described the process of reviewing imported transactions, exploring concepts like: Categorizing them, and marking them as billable Adding them to an account register; matching them to related transactions; or transferring them to another account Using Batch actions to process […]
Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 1
QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to download online banking/credit card transactions. First Steps If you’re a new subscriber, you may not have established these critical links yet. It’s an easy process. Start by clicking the Banking link in the left vertical navigation pane. In the upper […]
Entering Bills in QuickBooks Desktop
It’s not as much fun as creating invoices, but the bills must be paid. Here’s how QuickBooks helps enter bills. A 2-Step Process QuickBooks divides your accounts payable tasks into two separate processes: entering bills and paying them. It requires some extra time upfront as you complete the first step, but streamlines the second so […]
Using Memorized Transactions in QuickBooks
Tired of repetitive data entry? QuickBooks provides a way to save time and keystrokes when you create some transactions. QuickBooks makes it very easy to set up transactions for repetitive use. Here’s how it works. We recommend you use one of QuickBooks’ sample files for this tutorial. Creating a Template Let’s start by creating a repeating […]
Why QuickBooks?
You know about QuickBooks but you’re still hesitating. Here’s why you should make the transition. How It Helps There’s never a good time to make the transition to new software. Switching to QuickBooks is going to cut into your productive hours, and it will take some time to learn how it works before you can start using […]