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...
Creating Rules for Recurring Transactions In QuickBooks, rules are essential for not only speeding up the bookkeeping process, but also keeping it consistent. For the following example, we’ll make a rule for Bob’s Burger Joint. Since we go to Bob’s Burger Joint...
Adding Attachments to Transactions Adding attachments to transactions allows for a more detailed, well-rounded bookkeeping system. Let’s go over how to add attachments by using the example check below that we made out to John Smith for “Window Cleaning.” We want the...
