QuickBooks, Video tutorials
Overview of the Dashboard Tab in Quickbooks Online When first logging into Quickbooks, the below dashboard will appear. Quickbooks Dashboard This page includes shortcut access to certain features, such as adding a customer, adding a receipt, adding an estimate, adding...
QuickBooks, Video tutorials
How to Use the Audit Log in Quickbooks Online The audit log is essentially a record of all events and changes that have been made within the Quickbooks system. Let’s look at the generic audit log by clicking on the Gear icon in the top right corner, then under Tools,...
QuickBooks, Video tutorials
Overview of Opening Balance Entries Let’s look into opening balance entries to set one of our bank accounts up for reconciliation. First, click on the Gear icon, then under Tools, click Reconcile. On this screen, we can see the reconciliation status of our Checking...
QuickBooks, Video tutorials
How to Add a Personalized Expense Bucket in Quickbooks Online Personalized P&L expense buckets are perfect for keeping your books organized and set up for your own needs. On the left side bar, hover over Accounting, then click Chart of Accounts. Another way to...