Video How-tos – Sequentia Solutions

Sep 3, 2021

Run Audit Log Reports in QBO to View Changes Made

By Steve Chase| 2021-09-03T12:07:12-05:00 September 3rd, 2021|QuickBooks Online|0 Comments

This tutorial shows you how to look up changes made by QuickBooks users. The Audit Log is a report of every update made to the entire QuickBooks account. The Audit history is a report of a single transaction like an invoice. If you want to see all revision history of an invoice first open the invoice then click the "more" button located at the bottom of the screen and select "audit history". If you want to inspect changes made to the QuickBooks file on Dec 31st, then click the audit log from the tools menu after clicking the gear icon. Then filter the date to Dec 31st and click apply. Check out the other specific [...]

Aug 28, 2021

Using QuickBooks Online Cash Flow Planner to Predict Future Expenses and Income

By Steve Chase| 2021-08-28T17:14:38-05:00 August 28th, 2021|QuickBooks Online|0 Comments

There's a new tool to all QuickBooks Online users and it is called the Cash Flow Planner. In this this step by step tutorial video, I show you how to review your future cash balance, and make predictions of future income and expenses. Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: Some links I share may be [...]

Aug 28, 2021

How to Tag Invoices by State in QuickBooks Online

By Steve Chase| 2021-08-28T09:44:36-05:00 August 28th, 2021|QuickBooks Online|0 Comments

This video will show you how to tag invoices by States. This idea came to me for those sellers that are interested in tracking sales tax with economic nexus. The video will show how to run the "profit and loss report by tag" and "transaction list by tag group". Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: [...]

Aug 20, 2021

How to set up receipt forwarding in QBO

By Steve Chase| 2021-08-20T11:54:43-05:00 August 20th, 2021|QuickBooks Online|0 Comments

This video will give you step by step instructions on how to set up receipt forwarding to your QuickBooks Online account. You can create your custom email that your forward or attach as many receipts as you would like. Then QuickBooks will help you match them to the correct expense or create a bill. Get QBO risk free 30-day trial then a 30- 50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189.

Aug 20, 2021

How to create multiple invoices from 1 PO in QBO

By Steve Chase| 2021-08-20T09:02:09-05:00 August 20th, 2021|QuickBooks Online|0 Comments

This video teaches you how to create multiple invoices from 1 PO. In Quickbooks there may be a time when you need to issue a large amount of the Purchase Order. And then your vendor splits it up and issues you invoices at smaller amounts. I seek to show you how it is possible to keep track of it all. The key is always go back and open up the original PO and then convert it to a bill that has the matching amounts from the invoice. Get QBO risk free 30-day trial then a 30- 50% off next 12 months.https://quickbooks.intuit.com/partners/irp/?cid=irp-33189

Apr 3, 2021

How to Integrate Paypal and QuickBooks Online bank feeds

By Steve Chase| 2021-04-03T12:39:58-05:00 April 3rd, 2021|QuickBooks Online|0 Comments

Paypal and QuickBooks go together, but often more times than not, they are a source of trouble for many users. It doesn't have to be that way. Watch this video to learn how to properly record a Paypal expense to a vendor and its corresponding transfer transaction from the linked bank account.