QuickBooks, Video tutorials
How to Match Transactions in QuickBooks To avoid creating duplicate entries, matching new transactions with transactions that are already in the system is important. Let’s look at an example through a transaction in the Banking tab. There is currently a $18.08 expense...
QuickBooks, Video tutorials
How to Merge Accounts in Quickbooks Online Merging accounts is important to declutter the financial statements and offer a clearer look at the business’s financial health. As seen in the snippet of the P&L below, there is a category for Meals & Entertainment...
QuickBooks, Video tutorials
How to Make Sub-Accounts on Profit & Loss using Quickbooks Online Making sub-accounts allows for a further level of detail within the categorization process. It also keeps certain transactions separate from one another, while still allowing for overarching...
QuickBooks, Video tutorials
How to Batch-Add Transactions On the Banking tab, batch-adding transactions can help speed up the categorization process. First, sort the transactions by description to group all alike transactions together. On the left side, check off the boxes of all transactions...
QuickBooks, Video tutorials
How to Add a Vendor In QuickBooks, there are 2 main ways to add a vendor. Method #1First, on the left sidebar, hover over Expenses and click on Vendors. This will bring you to the Vendors’ page. On this page, simply select the green New vendor button near the top...
QuickBooks, Video tutorials
Running a Profit & Loss (P&L) On the left sidebar, click on Reports. Then, select the Profit and Loss (it should be in the Favorites section). A P&L is a “video” of your business throughout a specific time period and displays your company’s income and...
Benefits of bookkeepers, Restaurants
Written by the OneBooks Team Prioritizing the bookkeeping of your business is critical for all business owners. However, some of the individual needs of each company will vary greatly depending on what industry said business belongs to. This is particularly true for...
