Create Sales Commissions Reports in Excel
This video tutorial will teach you how to use the Sumifs and Vlookup formulas to create sales commissions report after exporting QBO to Excel.
This video tutorial will teach you how to use the Sumifs and Vlookup formulas to create sales commissions report after exporting QBO to Excel.
This video will teach you how I like to setup sales commissions reports in QBO. It will require the use of class tracking (QBO Plus or Advanced) as well as Excel to do the actual commission.
This is a video tutorial on how you can deal with unpaid invoices. https://youtu.be/ePMCupYhBM4
This QBO tutorial will help guide you to find which transactions are missing attachments.
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.
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