Videos – Page 21 – Sequentia Solutions

June 2018

How to export the QuickBooks Online proft and loss report to Excel

By Steve Chase|2018-06-09T16:58:49-05:00June 9th, 2018|Excel, QuickBooks Online|

The Profit and Loss report is a financial document that shows income and expenses subtotals for a certain period of time. It is a very important document that is needed to report income for a tax period year. The report is also known as the Income Statement. Step 1: Click Reports on the left navigation tab and the select Profit and Loss report from the Business Overview category. Step 2: Change the date for the period you want to report Custom Range All Dates Today This Week This Week to-date This Month This Month to-date This Quarter This Quarter to-date This Year This Year to-date This Year to-last-month Yesterday Recent Last Week Last Week to-date [...]

How to connect to the bank feeds in QuickBooks Online

By Steve Chase|2018-06-08T09:03:56-05:00June 8th, 2018|QuickBooks Online|

Instead of manually entering financial transactions, you can connect your QuickBooks Online account to the bank feeds. Bank feeds can connect to banks and credit card accounts. Step 1: Make sure that you have added the bank account or credit card account in the chart of accounts (Gear > Chart of Accounts). Step 2: Click on the Banking tab in the left menu navigation bar. Click "add account" in the upper right corner. Step 3: Enter the name of your banking institution and select the thumbnail associated with it. Step 4: Enter the same username and password that you would use to log into your bank online. Step 5: Click Continue and then select "I [...]

How to create bank rules in QuickBooks Online

By Steve Chase|2018-06-07T10:53:02-05:00June 7th, 2018|QuickBooks Online|

QuickBooks Online has an amazing feature called bank feeds. If you are not familiar with Bank Feeds in QuickBooks Online check out this video tutorial I did to explain them. Once you have your bank feeds properly set up, then you can start to think about implementing bank rules. Bank rules have the power to perform bookkeeping tasks for you in an automated way. The number reason to use bank rules in QuickBooks Online is to save time! Let me say that again, you want to use bank rules to save time. These bank rules will search the downloaded transactions from bank and credit card accounts, then will assign specific categories and payees for them. [...]

How to add Vendors in QuickBooks Online

By Steve Chase|2018-06-06T19:53:09-05:00June 6th, 2018|QuickBooks Online|

QuickBooks Online uses Vendors for companies or persons that you purchase goods and services from. You might refer to these contacts as suppliers in your everyday language, but in Quickbooks Online they are referred to as Vendors. Vendors will involve money going out of the business. Also a Vendor can be a 1099 Subcontractor. Add new vendors by clicking on the Expenses tab and then Vendors. Vendor fields available: Company Account no. Business ID No. Print on check as Email (separate multiple emails with commas) First name Middle name Last name Address Map (hyperlink to view map) Notes Phone Website Other Fax Cost rate (/hr) Billing rate (/hr) Terms (Due on receipt, net 15, 30, [...]

How to add customers in QuickBooks Online

By Steve Chase|2018-06-06T19:52:35-05:00June 5th, 2018|QuickBooks Online|

Customers are essential if you are in business. Without customers, the business dies. With QuickBooks Online, you can keep track of customers that you will invoice for work that you perform. The following are fields that you can store in the customers section. Title First Name Middle Name Last Name Suffix Email Phone Website Company Name Billing Address Shipping Address Notes Tax Information (Exemption Details) Preferred payment method (Cash, Check, Credit Card) Preferred delivery method (print later, send later, none) Terms (Due on Receipt, Net 15, Net 30, Net 60, other) Opening Balance Attachments (Maximum size for each is 25MB Make Inactive To open up the Customer section, first click Sale on the navigation bar [...]

May 2018

Understanding how QuickBooks Online invoices work

By Steve Chase|2018-06-06T19:53:59-05:00May 8th, 2018|QuickBooks Online|

Have you ever wondered if your customer received your email with your invoice? In this video I will show you have to send an invoice via email. And then we will track to see if your customer opened up the email. Your customer can either pay you with credit card or ACH bank transfers.

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