setrmango.blogg.se - Online quickbooks help

#Online quickbooks help how to
#Online quickbooks help for mac
#Online quickbooks help update

This helps business owners to stay on top of their finances and make informed decisions.

#Online quickbooks help how to

Learn how to enter bills, checks, expenses Financial tracking: QuickBooks Online provides an easy way to track financial data, such as expenses, income, and invoices.

I've included some links that can help you later enter bills and expenses and how to match them with your banking transactions in case you connected your online banking in QBO: After that, rerun the Profit and Loss report to see if it removed the Unapplied Cash Bill Payment Expense account. Then, you can follow my first reply to link the Credit Card Credit and Vendor Credit transactions.

Ensure the refund goes to the Credit Card account from the Bank/Credit account field.

No other accounts or items are included in this window.

Change the Category details to Accounts Payable account only.

You'll see the Transaction Drilldown Report.

From your Profit and Loss report window, click the Unapplied Cash Bill Payment Expense amount ( 1000).

#Online quickbooks help update

You'll have to create an expense transaction to link both Credit Card Credit and Vendor Credit transactions to remove the Unapplied Cash Bill Payment Expense account under your Profit and loss report.īut before that, you'll need to update your Credit Card Credit transaction by following the steps below : I appreciate the additional details you've shared, updated my answer to this in my first reply. Please don't hesitate to comment here if you need more assistance handling vendor and customer refund transactions.

#Online quickbooks help for mac

I'm adding this article to learn more about how your QuickBooks Desktop for Mac data converts in QuickBooks Online: Learn how features and data move from QuickBooks Desktop to QuickBooks Online. You may use the Projects feature and create a bill to mark the expense as billable to the project. You've mentioned that you purchased plumbing items for a specific project. Choose the Credit Card account from the Payment Account field.įor more details about entering a vendor credit card refund and other refund scenarios, see this article: Enter vendor credits and refunds in QuickBooks Online.From the Add To Expense frame, click Add All to link the Credit Card Credit and Vendor Credit transactions.Select the vendor from the Payee field.Here's how to record an expense and link the transactions: Doing this can help you zero out the vendor balance.Īlso, ensure picking the credit card account in the Payment Account field when you link the Credit Card Credit and Vendor Credit transactions. But you'll need to use the Accounts Payable account in the Category details section of the Credit Card Credit transaction to link it to the Vendor Credit instead of using an item or other accounts. I appreciate the details you've shared to record the bill payment and credit card credit in QuickBooks Online (QBO), can create an expense to link the Unapplied Cash Bill Payment Expense and Vendor Credit.