quickbooks online

1099-NEC Form Mapping Process in QuickBooks Online

1099-NEC Form Mapping Process in QuickBooks Online

Have you seen the new 1099-NEC form updates in QuickBooks Online? Keep reading to find out the two new features to the 1099 wizard and transaction detail report in QuickBooks Online that will make filing your 1099s easier in 2021.

How To Track Vendors' W-9 Status in QuickBooks Online Advanced

How To Track Vendors' W-9 Status in QuickBooks Online Advanced

Do you struggle with keeping up with W-9 forms from your service vendors? Learn how to create and use a custom field to track the tax classification status of your vendors in QuickBooks Online Advanced.

How To Track Vendor Types in QuickBooks Online Advanced

How To Track Vendor Types in QuickBooks Online Advanced

Is your organization currently struggling to keep track of the different types of vendors you pay? Do you need the ability to segment your vendors in QuickBooks Online?

In this tutorial, we show you how to create vendor types in QuickBooks Online Advanced to track the different suppliers you pay without making your chart of accounts excessively long and complicated.

Exportmybooks.com App: Back Up QuickBooks Online to QuickBooks Desktop

Exportmybooks.com App: Back Up QuickBooks Online to QuickBooks Desktop

Have you struggled to back up your QuickBooks Online file? Want to know how to export your QuickBooks Online data to QuickBooks Desktop without using Internet Explorer and messing with your security system? In this tutorial, I am going to show you how to eliminate these problems using the exportmybooks.com app.

How to Record Restricted Contributions for Your Ministry in QuickBooks Online

How to Record Restricted Contributions for Your Ministry in QuickBooks Online

Recently, I have been getting questions from churches wanting to know how to track restricted funds in QuickBooks Online.

In this tutorial, I will explain what a restricted fund is and show you how to record restricted contributions for your ministry in QuickBooks Online. This is part one of tracking restricted funds for churches series.

How to Record and Reconcile Stripe Transactions in QuickBooks Online

How to Record and Reconcile Stripe Transactions in QuickBooks Online

Are you using a donor management system or a CRM that uses Stripe as the payment gateway? If you only record the net sales amount that shows up on the bank feeds, you are understating your revenue and expenses. In this tutorial, I walk through my process to record and reconcile Stripe transactions in QuickBooks Online.

How to Record Credit Card Payments in QuickBooks Online

How to Record Credit Card Payments in QuickBooks Online

Are you dealing with multiple credit cards and messy partial payments? Paying down a credit card bill in QuickBooks Online is one of the challenges we see many users struggle to accomplish. Keep reading to learn how to reconcile your credit card accounts and record the credit card payments in QuickBooks Online using two different methods.

How to Set Up Credit Card Accounts in QuickBooks Online

How to Set Up Credit Card Accounts in QuickBooks Online

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.

How to Create & Send Transaction Statements in QuickBooks Online

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 Online Donations from PayPal or Stripe 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.