Is it possible to see which expense transactions don’t have a scanned receipt attached to it?

Yes, you can verify receipts attached to ALL your expense transactions. From the home page screen > left navigation bar > expenses > choose baby gear (far right corner) > show more > select “attachments” This will add “paper clip” column. Number means “you have receipt attached”. If it is blank, it means you do … Continue reading Is it possible to see which expense transactions don’t have a scanned receipt attached to it?

How to verify all my expenses have receipts attached in QuickBooks Online (QBO)?

Once you have recorded transactions you can verify which transactions have receipts attached and find out the missing ones from Expense Transactions page. From the home page screen > Left navigation bar > Transactions > Expenses Go to the far right and select baby gear (next export to excel icon and print list icon) Choose … Continue reading How to verify all my expenses have receipts attached in QuickBooks Online (QBO)?

How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online?

The short video (below) will show you step-by-step instructions on how to import credit card transactions from Excel CSV file into QBO so that you will not import transactions the wrong way. Confusion has to do with bank account field and Quickbooks field screen. It is the same field name for bank download as well … Continue reading How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online?

How to set it up and enter bank Line of Credit (LOC) transactions in new QuickBooks Online?

To track a line of credit (LOC) extended to your business, create a liability account with an opening balance of zero in your Chart of Accounts. From the Home page screen Go to the Company Gear (right upper-corner) Select Chart of Accounts under Settings header Select blue “New” button (right corner) New “Account” information screen will open Category … Continue reading How to set it up and enter bank Line of Credit (LOC) transactions in new QuickBooks Online?

Transactions

From the Home page screen Select Transactions (from left navigation bar) From drop down selector, you will see the following: Banking: Banking is for connecting and downloading from actual bank account as well as credit card account in QuickBooks. Sales: It will list all recent sales related transactions up to 300 items. Expenses: It will … Continue reading Transactions

How do I enter historical expenses (already paid for) for 2013 to get started in new Quickbooks Online?

In order to enter historical expenses, stay with these two specific forms: Click “+” plus icon > select “Expense” under Vendors menu Click “+” plus icon > select “Check” under Vendors menu Expense Form: You can use this form to enter Debit card, ATM Card, EFT, Wire transfer or any banking related withdrawals or charges … Continue reading How do I enter historical expenses (already paid for) for 2013 to get started in new Quickbooks Online?

How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?

From the Home page screen Click the Company gear in the upper right of your Home screen Choose Company Settings from the dropdown Click Advanced on the left Click in the Accounting section (it’s at the top of the page) Check the box for Close the books Enter a Closing date They offer 2 selections … Continue reading How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?

How can I search for transactions in new QuickBooks Online?

From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search” You can search/find the following transactions: Bill Payments Billable Expense Charges Bills Charges Checks Credit Card Credits Credit Memos Credits Estimates Expenses Invoices Journal Entries Payments from Customers Purchase Orders Refunds Sales Receipts Sales … Continue reading How can I search for transactions in new QuickBooks Online?

Where do recurring transactions show up in new QuickBooks Online?

It should be part of recurring transactions reminder list. From the home page screen, click company “Gear” icon (located upper right corner) Select “Recurring Transactions” from the Lists header See attached screenshot photos below for reference Recurring transactions can be set-up for: Customers Invoice Estimate Credit Memo Sales Receipt Refund Receipt Delayed Credit Delayed Charge … Continue reading Where do recurring transactions show up in new QuickBooks Online?

QuickBooks Online – How to enter various expenses in QBO?

The tutorial video below explains how different expense transactions are entered in QuickBooks Online. It is a step-by-step process of learning how to enter expenses in QBO. This is probably the best in-depth video that covers vendor expenses in QuickBooks Online. I highly recommend you to watch it.   Let me summarize the content of … Continue reading QuickBooks Online – How to enter various expenses in QBO?