This video teaches you how to create multiple invoices from 1 PO. In Quickbooks there may be a time when you need to issue a large amount of the Purchase Order. And then your vendor splits it up and issues you invoices at smaller amounts. I seek to show you how it is possible to keep track of it all. The key is always go back and open up the original PO and then convert it to a bill that has the matching amounts from the invoice. Get QBO risk free 30-day trial then a 30- 50% off next 12 months.https://quickbooks.intuit.com/partners/irp/?cid=irp-33189
This video tutorial will walk you through step by step how to link Gusto to QBO. Setting up your account will properly account for your gross wages and employer company taxes. If you only work off the bank statements, you will understate payroll and overstate payroll taxes. Book a free consult with Steve at www.calendly.com/sequentiasolutions. Start your own Gusto account here https://gusto.com/d/steve11326
This video will show you how to reconcile the credit card accounts in Quickbooks Online.
I just tested out tags today for the first time and wanted to share my thoughts so far. There are tag groups and tags. I can see that it will be very important to have clearly defined names for the tag groups. Below are the examples of the tag groups. Tutoring (TAG GROUP)Lisa W (tag)Billy C (tag)Steve C (tag)Software Training (TAG GROUP)Excel (tag)OneNote (tag)Outlook (tag)QBO (tag)Word (tag) To get started by adding your tags you click the gear icon and select tags. Add your first tag group. Remember it's super important to plan out your names and have organized group names. When selecting a transaction you can only add 1 tag from each group. Limits [...]
A common mistake made in QBO is using the transfer button in the bank feeds for the "uncategorized asset". This video will teach you how to properly make a transfer in the bank feeds. Transfers are used for making credit card payments or moving money from one account to another.
Accounts receivable is a big deal for many small business owners. Learn how to run the aging accounts receivable report in QuickBooks Online.