There's a new tool to all QuickBooks Online users and it is called the Cash Flow Planner. In this this step by step tutorial video, I show you how to review your future cash balance, and make predictions of future income and expenses. Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online  trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: Some links I share may be [...]

This video will show you how to tag invoices by States. This idea came to me for those sellers that are interested in tracking sales tax with economic nexus. The video will show how to run the "profit and loss report by tag" and "transaction list by tag group". Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online  trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: [...]

Paypal and QuickBooks go together, but often more times than not, they are a source of trouble for many users. It doesn't have to be that way. Watch this video to learn how to properly record a Paypal expense to a vendor and its corresponding transfer transaction from the linked bank account.

This video tutorial will show you how to work with credit memos in QuickBooks Online. The default setting in Quickbooks is to have automatic credits applied to open invoices. If you want to turn off this setting, can click on the gear icon > accounts and settings > advanced > Automation - turn off the "Automatically apply credits" option.