Lists

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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What Does the Attachment Screen Show?

The Attachments screen shows all attachments that have been saved to your QBO file. The columns include thumbnail, type, size, date uploaded, where the attachment is linked, note about the attachment. The last column is the action column. The gear icon allows you to eliminate some columns and to change the number of rows to display per screen. The width of the columns can be changed.

Where Is the Lists Menu?

To find the list menu in QuickBooks Online, you can click the Gear icon at the upper right of the screen, then select Lists. Just click the list that you want to view, such as Chart of Accounts, or Products and Services.

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How to Automate Bank Feeds and Recurring Invoices

There are many ways to automate in QuickBooks® Online (QBO), but for this article: bank feeds and recurring invoices. These are both huge time-savers, and the more you automate, the better your workflow process is going to be………..

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Customizing QuickBooks Online (QBO)

Click on the small gear icon in the upper right corner. The window that opens displays links to all of the site’s options – a collection of choices that’s called “Preferences” in desktop QuickBooks…

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What Does the Attachment Screen Show?

The Attachments screen shows all attachments that have been saved to your QBO file. The columns include thumbnail, type, size, date uploaded, where the attachment is linked, note about the attachment. The last column is the action column. The gear icon allows you to eliminate some columns and to change the number of rows to display per screen. The width of the columns can be changed.

You can do WHAT in QuickBooks? Invoicing

Invoicing is an area of QBO that doesn’t always get direct attention from accountant users. Knowing the options in QBO, however, can turn you into your client’s hero, as you help them capture the right information, streamline workflow, save time and get paid faster. Here are a few functions you may not know are available.

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Recurring Transactions – Let’s Automate

Think of “Recurring Transactions” as your ‘go to automation’ process any time you repeat a unit of work. While QuickBooks Online calls this function Recurring Transactions it is very similar to QuickBooks Desktop Memorized Transactions

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Recurring Transactions

Save time and ensure that repeat transactions are processed as scheduled–use recurring transactions.

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Where Is the Lists Menu?

To find the list menu in QuickBooks Online, you can click the Gear icon at the upper right of the screen, then select Lists. Just click the list that you want to view, such as Chart of Accounts, or Products and Services.

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