March 2022
Run Open Purchase Orders Reports by Projects in QuickBooks Online
Steps: 1. Customize the “open purchase orders detail” report 2. Add Customer column, rearrange columns needed in report 3. Ungroup it by Product/Service 4. Sort by Customer 5. Optional – Export to Excel, Google Sheets or PDF/ email
QuickBooks Online Version Features Comparison Guide
Click here to download a comparison guide cheat sheet that lists out the differences between Simple Start, Essentials, Plus and Advanced subscriptions.
Add Credit Card Payments Paired to Another Transaction in QuickBooks Online
This video will show you how to add credit card payments that are paired to another transaction in QuickBooks Online. TIMESTAMPS 0:00 Intro 1:20 Demo in QuickBooks Online 1:33 Specific pairing of credit card payment to checking account 2:27 Verify Both online banking matches from bank feeds 3:17 No rules for credit card payments