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 | 2019-10-15T07:36:26-05:00 October 15th, 2019|QuickBooks|0 Comments

My QBO cleanup secrets

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.

By | 2019-09-30T16:39:22-05:00 August 30th, 2019|QuickBooks|0 Comments

How to fix undeposited funds in QuickBooks Online (QBO)

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.

By | 2019-09-27T12:17:22-05:00 August 23rd, 2019|QuickBooks|0 Comments