Adding Recurring Transactions Adding recurring transactions will ease the bookkeeping process, since you won’t have to manually add the same transaction every month! First, go to the gear in the upper right corner, and under Lists, select Recurring Transactions. We...
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...
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...
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...
How to Run a Balance Sheet in QuickBooks Online A balance sheet is a snapshot of your business on any given day and displays your company’s assets, liabilities, and equity. Let’s go over how to create your own. On the left sidebar, click on Reports. Then, select the...
Finding Past Transactions In Quickbooks, there are many ways to locate past transactions. For the following methods, we will be searching for a $55 expense paid to Cal Telephone for our phone plan. Method #1 The first method to find this transaction is to simply go to...
