When you use online banking, you either import or download transactions from your financial institution. Some of those transactions may already be in QuickBooks, but some may not be. Updating your register means: You add any transaction from your … [Read more...]
Online banking: Using Web Connect
April 24, 2012 by
Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial institution's website. Then you import that file into QuickBooks. To use Web Connect, … [Read more...]
Managing the changes for 1099s in QuickBooks 2009 and earlier: Part 2
January 4, 2012 by
Managing the changes for 1099s in QuickBooks 2009 and earlier Did you pay some of your 1099 vendors with a mix of checks, credit card, electronic funds transfer, debit card, PayPal, and direct deposits--that is, both reportable and … [Read more...]
Managing the 2011 tax year 1099 changes manually in QuickBooks
December 15, 2011 by
For tax year 2011 the IRS has changed the 1099-MISC reporting requirements. We've got a manual process that will help you sort out what you need to report, what you don't need to report, and how to make sure that the right amounts get onto the … [Read more...]
Importing PayPal transactions into QuickBooks for Mac
June 20, 2011 by
PayPal is everywhere. Over eight million businesses use PayPal to process their credit card transactions and the numbers keep growing. Manually recording PayPal transactions in QuickBooks for Mac can be time-consuming and tricky, especially for … [Read more...]
Video: Overview of the Customer Center
January 26, 2011 by
In this video, I show you how to add customers and jobs using the Customer Center. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. We’re going to dig into … [Read more...]
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