Chart of Accounts

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 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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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 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.

Video: Edit Your Chart of Accounts

Let’s talk about your Chart of Accounts. This is a listing of the categories QBO uses to summarize money movement for your company’s financial statements.

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