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...
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,...
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...
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...
How to Create Comparative Balance Sheets in Quickbooks Online Comparative balance sheets allow you to compare previous periods with the current period. This can help alleviate errors and maintain a level of continuity from period to period. First, to get the current...
How to Apply Payments to Invoices in Quickbooks Online When money is received from a customer, it’s important to mark it as received even if the money has yet to be deposited. Let’s look at an example in which we just received a $100 payment from our customer Wedding...
