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.
There often is a lot of work that goes with doing a QBO cleanup project. I've seen a lot and have learned a lot. Really it comes down to not being organized at the chart of accounts in the beginning. The good news is that you can do a cleanup but it takes a highly specialized skillset to do so. This video will share some of my secrets to doing QBO cleanups.
The undeposited funds is used as a holding account that can store checks you received from customers but have not yet deposited them to the bank. When you make a bank deposit of several customer payments by check or cash then it can be done in QBO in an organized way using the undeposited funds. This video will teach you how to troubleshoot the bank feeds in matching your bank deposits.
This video will show you how to create invoices in QBO and apply customer payments. It will go over the different ways to track your accounts receivables and see which customers have open invoices. Discover the difference between cash and accrual basis reporting of the profit and loss statements.
I love this new feature in QuickBooks Online that lets you add multiple logos. Learn how to customize your invoices and save recurring invoices by watching my video.
This video will show you exactly what you will see when you first create a new QBO account.