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 | 2019-08-20T09:07:50-05:00 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 | 2019-08-20T09:08:03-05:00 November 29th, 2018|QuickBooks|0 Comments