March 2022

Run Vendor Reports in QuickBooks Online

By |2022-03-14T16:33:08-05:00March 14th, 2022|QuickBooks Online|

Timestamps 0:30 Vendor Contact List report 2:11 Merge Vendors 3:22 Expenses By Vendor Summary Report 3:58 Batch reclass vendor expenses 5:20 Not Specified Vendors report Get QuickBooks Online for 30% off for next 12 months. https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33189#pricing Get Rewind to have backups for QuickBooks Online https://rewindio.grsm.io/hn7nw5voyc5p E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Disclaimer: Some links I share may be affiliate links with products that provide me with small commissions.

Import Vendors into QuickBooks Online

By |2022-03-14T16:28:55-05:00March 14th, 2022|QuickBooks Online|

  Timestamps: 1:37 Intro 2:00 Map Fields 6:05 Import Vendors that are contractors 7:05 Track 1099s   Get QuickBooks Online for 30% off for next 12 months. https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33189#pricing Get Rewind to have backups for QuickBooks Online https://rewindio.grsm.io/hn7nw5voyc5p E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Disclaimer: Some links I share may be affiliate links with products that provide me with small commissions.

Import Customer Contact Lists into QuickBooks Online

By |2022-03-14T16:23:36-05:00March 14th, 2022|QuickBooks Online|

How to import customer lists to QuickBooks Online. Timestamps: 0:00 Intro 0:29 Available Fields 1:31 Map Data 5:43 Default Greeting Lines (customer name formats) for Emailing Invoices Use greeting "Dear..." [First][Last] [Title][Last] [First] [FullName] [CompanyName] [DisplayName] Get QuickBooks Online for 30% off for next 12 months. https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33189#pricing Get Rewind to have backups for QuickBooks Online https://rewindio.grsm.io/hn7nw5voyc5p E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Disclaimer: Some links I share may be affiliate links with products that provide me with small commissions.

Manually Import Bank Transactions with CSV Format to QuickBooks Online

By |2022-03-14T16:19:09-05:00March 14th, 2022|QuickBooks Online|

This tutorial shows you how to manually upload CSV formatted bank transactions to QuickBooks Online. Timestamps: 0:00 Intro 1:24 Demo begins 5:22 Spreadsheet format with 1 and 2 columns for amounts (examples) 7:00 Why it is important to do bank reconciliations Get QuickBooks Online for 30% off for next 12 months. https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33189#pricing Get Rewind to have backups for QuickBooks Online https://rewindio.grsm.io/hn7nw5voyc5p E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com Disclaimer: Some links I share may be affiliate links with products that provide me with small commissions.

How to Export QuickBooks Desktop to QuickBooks Online

By |2022-03-14T16:15:16-05:00March 14th, 2022|QuickBooks Online|

Get 30% off QuickBooks Online for your first 12 months. https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33189#pricing This video tutorial shows how to export QuickBooks desktop to QuickBooks Online. Get peace of mind with backups to QBO with Rewind app - https://rewindio.grsm.io/hn7nw5voyc5p Got questions? Email Steve at [email protected]  Disclaimer - I offer affiliate links. This may result in commissions being paid to me by 3rd parties which will have no impact on the purchaser.

Cleanup QuickBooks Payments after BBVA to PNC bank merge

By |2022-03-08T21:46:46-06:00March 4th, 2022|QuickBooks Online|

Users of QuickBooks Online and QuickBooks Payments had a situation when BBVA changed to PNC. This video tutorial is an educational lesson on some of my methods of going about trying to cleanup potential duplicate income. Get free trial of Rewind Backups here - https://rewindio.grsm.io/hn7nw5voyc5p Want to get 30% off QBO for first 12 months - https://quickbooks.intuit.com/partner... Sign up with Relay bank which is meant for technology and bank feeds - https://app.relayfi.com/register?refe.... Disclaimer - Some links may result in a small commission paid to me for new customer signups. Thanks for supporting the channel. Email questions to [email protected] or schedule an intro call with me to see if we can work on a project together [...]

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