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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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Where Do I Find the Custom Form Styles in QBO?

You can customize the style of invoices, sales receipts, and estimates, plus you can control which data entry fields are available on sales forms.

To change the style of sales forms:
Click the Gear icon > Custom Form Styles.
To change the Standard style for all types of forms, click Edit. Or, click New style and then select Invoice, Estimate, or Sales Receipt from the list in the dropdown menu to start a new style.

Where Do I Find Quickbooks Online Labs?

QuickBooks Labs:

Click the Gear icon > QuickBooks Labs.
Look through the various plug-ins to see if there’s one that interests you. Tip! Click Learn more to view details about a particular plug-in, or view a video, if one is available.
When you find one you like, slide the on/off switch to on. That’s all you need to do.
To stop using a plug-in, return to the QuickBooks Labs page and slide its switch to off.

Where Are My Users in QBO?

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.

Navigate to the Manage Users Menu
From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.

Where Do I find My Chart of Accounts in QBO?

The Chart of Accounts (COA) may be accessed in QuickBooks Online from three different menus.

1. The easiest menu is by clicking the Accounting label on the left menu.
2. Click the gear icon and then the Chart of Accounts under Your Company.
3. The last method is by clicking the gear icon menu and then clicking the All Lists under the Lists heading.

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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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How to customize invoices in QuickBooks Online

Change is difficult – I understand.  If you’ve struggled, like Jasmine, and are ready to give it a try, then I will show you exactly how to customize invoices in QuickBooks Online. It may be easier than you think, and you just may love the result!…

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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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QuickBooks Online input and edit the chart of accounts

In this QuickBooks training tutorial, you will learn how to record and edit accounts in the QuickBooks online chart of accounts. QBO gives you a chart of accounts for you to use or customize. We will learn how to delete the accounts that QuickBooks put in, and then add the accounts we really need. We will address the issue of “account type” and the “detail type” fields as well…

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Where Do I Find the Custom Form Styles in QBO?

You can customize the style of invoices, sales receipts, and estimates, plus you can control which data entry fields are available on sales forms.

To change the style of sales forms:
Click the Gear icon > Custom Form Styles.
To change the Standard style for all types of forms, click Edit. Or, click New style and then select Invoice, Estimate, or Sales Receipt from the list in the dropdown menu to start a new style.

Where Do I Find Quickbooks Online Labs?

QuickBooks Labs:

Click the Gear icon > QuickBooks Labs.
Look through the various plug-ins to see if there’s one that interests you. Tip! Click Learn more to view details about a particular plug-in, or view a video, if one is available.
When you find one you like, slide the on/off switch to on. That’s all you need to do.
To stop using a plug-in, return to the QuickBooks Labs page and slide its switch to off.

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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