/QuickBooks

How to record credit card payments in Quickbooks Online

Credit Card payment in QBO can get off track easily if you don't properly use the transfer form. A simple example is money out of the checking and into the credit card. At times, the bank feeds may be set up incorrectly to add "uncategorized assets". If that happens you ought to click on the row, then change the add to transfer and select the correct bank/credit card account where the money is coming from or going to.   Download my QBO Shortcuts cheat sheet for PC and MAC users.   Have questions: Drop me a line in the comments.  

By | 2019-01-17T11:48:30+00:00 January 17th, 2019|QuickBooks|0 Comments

Quickbooks Bank Feeds Webinar recorded on Nov 29, 2018

Bank feeds in QuickBooks Online are my favorite tool of QBO. Watch my webinar that teaches you how to manage the bank feeds and set up automatic rules to categorize your transactions from the checking account or credit cards. I use QuickBooks Online to run a better business. Use my referral link to get up to 50% off and a $50 Visa® Card to help with your business needs when you sign up! https://www.referquickbooks.com/s/Steve201

By | 2018-11-29T17:10:57+00:00 November 29th, 2018|QuickBooks|0 Comments

Progress Invoicing in QuickBooks Online

Let's say you need to to create and send out an invoice with 3 phases as such: Phase 1: $5000 Phase 2: $3000 Phase 3: $1000 The workflow would be to: Create Estimate (Proposal) Accepted Estimate and converted to an Invoice Custom amounts for product/service items on Invoice   Reports: You can run the "Estimates & Progress Invoicing Summary by Customer" report to see how much the balance is left from the original estimate.    

By | 2018-11-19T21:05:56+00:00 November 19th, 2018|QuickBooks|0 Comments

My Journey to selecting A2X as a partner to help me with QuickBooks Online Bookkeeping

I'd like to share a story on how I became involved with A2X. It all started after I took a phone call from a prospective customer who wanted a new bookkeeper. This customer was already using Quickbooks Online and had a growing Amazon FBA seller's account. Immediately I became intrigued to see if I could find a way to guide them to success navigating around the Amazon settlement reports using QBO. Since that phone call, I have been on a journey of learning Amazon FBA bookkeeping skills! At first, I thought to solution would be to export the transactions from Amazon to Excel then run a PivotTable in Excel and then manually enter the sales [...]

By | 2019-02-01T10:07:16+00:00 November 9th, 2018|QuickBooks|0 Comments