Reports

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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Speeding Up Access to QuickBooks Online Reports

In this article I’ll reveal the path of least resistance so that you can work more efficiently, speeding up access to QuickBooks Online reports. I tested exporting from QuickBooks Online to Excel using the following browsers:…

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New QBO Reports Page from QuickBooks Labs

The ‘old’ Reports page was somewhat cluttered, and perhaps unclear for the typical QBO user, in part because it employed ‘accounting terminology’. The new QuickBooks Labs feature is called ‘Easier to Navigate Reports’ because it gives your Reports page a fresh new look and simple, easier navigation..

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Video: Create Expense Reports In QuickBooks

You’ve diligently entered expenses and checks, added and paid bills in QuickBooks so you can generate reports that show you how money flows out of your business. Here’s how….

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Video: Customize Reports In QuickBooks

QuickBooks has lots of pre-created reports you can customize to show you the information you need the way you want to see it. You can email your custom reports automatically too…

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