Reconcile

How to link PayPal to QuickBooks Online [Part 2]

When you’re using PayPal to receive customer payments, PayPal works like a separate bank account. When a customer pays you, money is transferred from the customer to your PayPal account. These funds will then remain in your PayPal account until you initiate a transfer. The transfer will then move the funds from your PayPal account into your Checking account…..

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Video: Client Retainers, Deposits, and Pre-Payments

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Adding Transactions from Quickbooks Online Bank Feeds

In this Quickbooks training tutorial, you will learn how to add transactions from the Quickbooks Online bank feeds center. You will see the results of the transactions you added as well as find them in the review center in the “in Quickbooks” section…

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Video: Importing Files to Quickbooks Online Bank Feeds

In this video, you will learn how to import qbo files in to the bank feeds review center in Quickbooks online. QBO files are an example of webconnect files. These are files that you can import and review and edit as bank transactions. With qbo files, the result is the same as connecting to the bank and downloading them through bank feeds. The transactions go in to the review center just the same…

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Using PayPal with QuickBooks Online (Part 1)

If you’re using PayPal and QuickBooks Online then this blog post is for you. It will show you how to link PayPal to QuickBooks Online. And then, show you how to how to enter payments made with PayPal into QuickBooks Online correctly.

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Where Is the Reconcile Menu?

Reconciling accounts can be intimidating.

Navigate to the Reconcile Menu
From the home screen, click on the Gear Menu and beneath the column heading “Tools,” select the Reconcile tab.

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How to Reconcile your bank in QuickBooks Online?

When you are reconciling a bank or credit card account, you can compare the beginning balance and all the transactions listed within your QuickBooks company file compared to the monthly statements created by your bank or credit card company and there you could make sure they match…

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Where Is the Reconcile Menu?

Reconciling accounts can be intimidating.

Navigate to the Reconcile Menu
From the home screen, click on the Gear Menu and beneath the column heading “Tools,” select the Reconcile tab.

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