/QuickBooks Online

How to fix rejected bank transfers in QuickBooks Online

If you feel frustrated because you don't know how to fix a rejected or failed bank transfer you are not alone. Thankfully there is a solution on how to get your books back in order if you can follow these steps. Thanks to our friends at Intuit, they have created a through list of sequences you can take to fix it. Here's a link to follow along.

By | 2020-01-17T10:23:34-06:00 January 17th, 2020|QuickBooks Online|0 Comments

How to view the Profit and Loss (Accrual vs Cash) side by side in QuickBooks Online (QBO)

One of my favorite tricks when working with QBO is to have multiple windows opened when working. I want to share with you a trick that works in the Chrome browser. When you want to open up another section of the software you will need to hold down the control key as you click on the link. Watch this video tutorial where I show you how to run 2 reports side by side.

By | 2019-11-14T09:54:11-06:00 November 14th, 2019|QuickBooks Online|0 Comments

How to run the “Transaction List by Customer” report in QuickBooks Online (QBO)

In this video, I show you how to customize the Transaction List by customer report. I like this report because you can display subtotals of each customer income and expenses. You will learn how to filter the report by dates and customers you want displayed in the report. Then learn how to export the report via email, pdf or Microsoft Excel.

By | 2019-10-15T07:36:26-06:00 October 15th, 2019|QuickBooks Online|0 Comments