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QuickBooks Training Products
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Author Archives: Laura Madeira
How to Set Up and Manage Bank Feeds in QuickBooks
Manage your banking and credit card balances in QuickBooks by securely downloading transactions from the financial institution directly into your data file. QuickBooks will match the downloaded transactions to existing transactions, and will mark for review any discrepancies. No need … Continue reading
How to Install a QuickBooks Maintenance Release
After a new version of QuickBooks is released, changes, improvements, and fixes are provided in the form of a maintenance release. Often, Intuit offers the release as a manual download only. This is usually during the testing phase, and you … Continue reading
Exporting a Report or Report Group Template in QuickBooks
QuickBooks offers the option to export and import report templates. This feature is useful for accountants who want to save time by having several clients use the same report template. Only the format and filter settings are stored with report … Continue reading
How to Add or Delete Multiple Transactions in QuickBooks
QuickBooks Online Banking Services can save you data entry time by enabling you to add multiple transactions at once. To add or delete multiple transactions, follow these steps: In the Online Banking Center, click the Add Transactions to QuickBooks button. … Continue reading
How to Record a Credit Card Charge in QuickBooks
QuickBooks uses the Enter Credit Card Charges transaction to record business purchases made on credit. Has your business been using this transaction type? If not, you might have recorded credit card purchases using a vendor bill payable to the credit … Continue reading
Automatically Deducting Employee Loan Repayments in QuickBooks
When a company provides an advance to an employee that is to be paid back in installments, you can have QuickBooks automatically calculate this amount and even stop the deductions when the total of the loan has been completely paid … Continue reading
How to Pay an Employee Paycheck Advance in QuickBooks
When you offer to pay employees an advance on their earnings, you are creating a loan payment check. If this is a loan to be paid back to the company, follow these steps: From the menu bar, select Employees, Pay … Continue reading
Reconciling Total Sales to Total Income in QuickBooks
The term reconciling (also known as proofing) refers to the act of comparing two related numbers from two different reports. The importance of this task cannot be overstated. If your company is selected to have a sales tax audit, one … Continue reading
How to Refund a Customer’s Overpayment in QuickBooks
Has your company received an overpayment from a customer? Although it is rare, during difficult economic times, knowing how to handle the transaction can help keep your financial records correct and your customers happy. When you receive an overpayment, you … Continue reading
Creating a Customer Refund Check in QuickBooks
Use the Create Credit Memos/Refund transaction when a customer returns a product, or you want to record a credit toward a future purchase. To practice refunding an overpayment with a check, begin by opening a sample data file: On the … Continue reading