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Video: QuickBooks Online 2018 Tutorial: Reconciling the bank account

Part 2 of this video on “Cleared Date of checks” within Reconcile: …

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Video: Matching income transactions in QuickBooks Online – Method 1 (Bank Feeds)

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Video: How to Deal With Undeposited Funds in QuickBooks Online

Undeposited Funds can be tricky! To help you sort them out and get them right in QuickBooks® Online, here’s a video, “Tale of Undeposited Funds,” from QuickBooks ProAdvisor® Beth Melcher, founder of MoneyFit. Enjoy!…

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Video: How to match expense transactions in QuickBooks Online (Bank Feeds)

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Video: How to add expenses in QuickBooks Online Banking Transactions (Bank Feeds)

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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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