Expenses

Tips for Working in QuickBooks Online Bank Feed: Managing Bank Rules

Valerie Heckman, Intuit, reviews her favorite tips for working with bank and credit card feeds in QuickBooks® Online. This article is part two in the series… 

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Tips for Working in QuickBooks Online Bank Feed: Connections

To start, here are five tips for forming connections and keeping your bank feeds organized and populated with the latest transactions to review. In future articles, I’ll share my advice for creating bank rules and making the most out of adding or matching transactions…

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QuickBooks Online | Connect Bank Accounts & Credit Cards by Certified ProAdvisor

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Video: FIRST LOOK at NEW Reconciliation Screen | QuickBooks Online 2017

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Quickbooks Online – How to ADD BANK TRANSACTIONS | 2017

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Where is the Menu to Enter a Check?

To write a check in QuickBooks Online Plus, click the Plus icon and select “Check” under the “Vendors” heading. This will open a “Check #To Print” window that will allow you to enter the information needed for the check.

Where is the Menu to Pay Bills?

You’ve entered your bills into QuickBooks, now it’s time to pay them. Here’s how.

Navigate to Pay Bills Menu
From the home screen, click on the Plus + menu and beneath the “Vendors” column select the Pay Bills tab.

How Do I Enter a Purchase Order in QBO?

Businesses that order lots of stuff from vendors often use purchase orders to keep track of the items on order. Purchase orders in QuickBooks Online (QBO) do not affect any of your accounts; instead, they simply help you keep track of what you order. And, when the order arrives, you can compare the goods that come in the door with the ones listed on the purchase order to make sure they match.

You enter a purchase order, you can open this window from the Plus menu and selecting Purchase Order under the Vendors heading.

How Do I Enter a Vendor Credit in QBO?

In QuickBooks Online (QBO), you enter a vendor credit to record returns to vendors or refunds from vendors. 

If a vendor issues a credit document, you enter a vendor credit and then apply it when you pay the vendor’s bill. If a vendor issues a refund check to you, you still enter a vendor credit, but you also enter a deposit and then link the deposit to the refund check.

Click the Create Plus (+) menu and, then choose Vendor Credit under Vendor heading.

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Where is the Menu to Enter a Check?

To write a check in QuickBooks Online Plus, click the Plus icon and select “Check” under the “Vendors” heading. This will open a “Check #To Print” window that will allow you to enter the information needed for the check.

Where is the Menu to Pay Bills?

You’ve entered your bills into QuickBooks, now it’s time to pay them. Here’s how.

Navigate to Pay Bills Menu
From the home screen, click on the Plus + menu and beneath the “Vendors” column select the Pay Bills tab.

How Do I Enter a Purchase Order in QBO?

Businesses that order lots of stuff from vendors often use purchase orders to keep track of the items on order. Purchase orders in QuickBooks Online (QBO) do not affect any of your accounts; instead, they simply help you keep track of what you order. And, when the order arrives, you can compare the goods that come in the door with the ones listed on the purchase order to make sure they match.

You enter a purchase order, you can open this window from the Plus menu and selecting Purchase Order under the Vendors heading.

How Do I Enter a Vendor Credit in QBO?

In QuickBooks Online (QBO), you enter a vendor credit to record returns to vendors or refunds from vendors. 

If a vendor issues a credit document, you enter a vendor credit and then apply it when you pay the vendor’s bill. If a vendor issues a refund check to you, you still enter a vendor credit, but you also enter a deposit and then link the deposit to the refund check.

Click the Create Plus (+) menu and, then choose Vendor Credit under Vendor heading.

QuickBooks Online Purchase Order Partial Receipts

Intuit continues to add features to QuickBooks Online that support inventory management. The latest feature is QuickBooks Online Purchase Order partial receipts, which will help many inventory-centric businesses. Let’s take a look at how this works.

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Vendor Credits and Refunds in QuickBooks Online

Vendor Credits and Refunds seem to stump end users. I’ve often found clients who created income accounts for credits and refunds. This has led me to believe there could be a short circuit in their understanding of the bookkeeping associated with vendor credits and refunds.

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Paying Bills in QuickBooks Online

We recently laid out the benefits of using QuickBooks Online for bill entry and payment. It’s faster than manual methods. It leaves an electronic record of your accounts payable. And it helps ensure that bills are paid accurately and on time.

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