Tools

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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Where Do I Find The Audit Log in QBO?

QuickBooks Online maintains an Audit Log of each financial transaction as it is added, changed or deleted. This “audit trail” lets you see who made the changes and exactly what changes were made throughout the history of a transaction. The Audit Log is easy to use.

Choose Gear Icon > Audit Log.
From any listed transaction, click the work View under the History column. This will take you to its Audit Log page. Data that was changed will be highlighted.

How Do I Prepare a Budget in QBO?

QuickBooks Online (QBO) supports preparing budgets, which help you monitor, track, and compare expected income and expenses with actual income and expenses. When you prepare a budget, you typically prepare it for a fiscal year, and you can opt to supply budget amounts or use historical amounts from QBO. You also can opt to subdivide your budget based on customer, location, or class.

Click the Gear icon beside your company name.
From the drop-down menu that appears, click Budgeting in the Tools column.

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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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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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5 Hidden Benefits of Using Intuit GoPayment

Many customers who use QuickBooks often do not realize that Intuit GoPayment is offered free with a QuickBooks Payment account. One of the hidden benefits is that when you use GoPayment with …

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Where Do I Find The Audit Log in QBO?

QuickBooks Online maintains an Audit Log of each financial transaction as it is added, changed or deleted. This “audit trail” lets you see who made the changes and exactly what changes were made throughout the history of a transaction. The Audit Log is easy to use.

Choose Gear Icon > Audit Log.
From any listed transaction, click the work View under the History column. This will take you to its Audit Log page. Data that was changed will be highlighted.

Video: How to Create a Stellar QuickBooks Online Budget

If you want to create a stellar QuickBooks Online budget, then you do need to set aside some time to work on it. The more you plan, the more useful it will be. It’s pointless if you don’t also set aside the time to review the budget vs. actuals report on a monthly

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Video: Importing from Desktop to QBO and Overwriting the Data

In this learn QuickBooks video, you will see how the desktop version of QuickBooks exports everything to the QuickBooks online account. There is a feature in QuickBooks desktop that can do this with one click! Unfortunately, this feature overwrites everything in the qbo account in favor of what was uploaded from QuickBooks desktop.,,

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