Learn how to set up your credit card accounts in QuickBooks Online to track your expenses in real-time whether you have one credit card or multiple credit cards. Watch the video and follow the guide.
Tracking Employee Reimbursements in QuickBooks Online
One of the top questions I often get asked by clients is how to track employee reimbursements in QuickBooks Online. There are various ways you can track the receipts to reimburse employees.
In this tutorial, you will learn how to track employee reimbursements in QuickBooks Online using bills and my recommended apps for automating the process.
How to Create & Send Transaction Statements in QuickBooks Online
In QuickBooks Online, a statement is the status of a customer's account at a point in time. It is not a transaction. And, each line on a statement represents sales transaction such as credits invoices and anything that you have processed for that particular customer.
The downside of using statements in QuickBooks Online is that you cannot customize the layout and text that is on it like you could with a sales receipt or invoice. Keep reading to learn what app I recommend to create statements in QuickBooks Online.
Record Restricted & Unrestricted Funds Using Bank Deposit in QuickBooks Online
Recording bank deposits when you have a mixture of restricted funds and unrestricted funds sitting in your undeposited fund account can be tricky.
If you don’t record the deposit correctly, you will often end up with the amount showing in the “Not Specified” column when you run a statement of financial position by location tracking report. Keep reading to learn how to record restricted and unrestricted bank deposits in QuickBooks Online.
Record Online Donations from PayPal or Stripe in QuickBooks Online
Recording online donations transactions from payment processors like Stripe, PayPal, Vanco Payments Solutions and others is often the process I see many nonprofits neglect to record properly in QuickBooks Online.
In this tutorial, I will show you how to record your online donations from any merchant payment processor using a sales receipt in QuickBooks Online. Continue reading.
