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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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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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How To Turn On Class Tracking in QBO

Class tracking feature is only available in  QuickBooks Online Plus version. To Turn ON Class Tracking feature in QuickBooks Online.
Click on the  Gear icon > Company Settings 
Click on  Advanced 
In the Categories section, click on the Edit icon
Check the box for Track Classes
Click Save

Where is the Classes Menu?

Okay, you want to create a new class, edit an existing class or delete a class you previously created. But where is the Classes menu?

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Customizing QuickBooks Online for a Nonprofit

I found QBO to be a good fit for nonprofit accounting. BUT, that doesn’t mean one can just start using it without a little prep and setup work. Just like QuickBooks Desktop, we need to set it up to best work for the nonprofit. So what things should we customize…

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How to record bank transfers in QuickBooks Online

Juggling multiple bank accounts is pretty typical with small businesses. During the course of a month, there will be transfers made between accounts to move your cash around for different purposes. Recording these transfers between accounts in QuickBooks, can sometimes lead to duplicate account entries if done incorrectly..

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Custom Fields and Classes in QBO

You can start working with custom fields and classes at any time. They’re most effective, though, when you build them in as you’re just starting to use QBO.

How To Turn On Class Tracking in QBO

Class tracking feature is only available in  QuickBooks Online Plus version. To Turn ON Class Tracking feature in QuickBooks Online.
Click on the  Gear icon > Company Settings 
Click on  Advanced 
In the Categories section, click on the Edit icon
Check the box for Track Classes
Click Save

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