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Here at Intuit, we always say we’re customer-obsessed. But what does that really mean? One thing we pride ourselves on is the wealth of information we provide our customers. From our Community articles that cover everything from adding employees to tax forms, to our library of videos on YouTube that covers QuickBooks and beyond. Let me show you what we have to offer in a place you may not be familiar with. People visit our YouTube channel every day, and each of them is at a different point in their journey. Most people are aware of our product videos and we are updating and adding to them constantly. For example, we just added this video on adding inventory to QuickBooks Commerce. For those who are taking the plunge for the first time, we have a playlist of videos about where to start so you can set yourself up for success. Some other examples are: How to get started on a business plan 2021 Start Selling Online in 5 steps 10 ways to build the best company w
You’ve done your research. You’ve checked out QuickBooks Online and you’re ready to take the plunge into a web experience for your business. But what about all that information in your QuickBooks Desktop Account? I’m going to show you the process to move your company from Desktop to Online and give you the resources to make this as seamless as possible. Things to note before you get started: You can only move a company file within 60 days after signing up on QuickBooks Online. Already have payroll set up? Move your lists instead of your company file Some of your lists and reports won't be converted because of feature differences. It’s always important to have the most up-to-date information on your company. That’s why we encourage you to create a company backup file. This way you have the most recent version to reference if needed. In QuickBooks, go to the File menu and select Switch to Single-user Mode. Go to the File menu again and hover over Back up Company
QuickBooks Online can be your jack of all trades when it comes to your business. Invoicing? Check. Bills? Check. Inventory? Check! And it doesn’t stop there. Let’s take a look at one of the most important parts of your business….Payroll. In QuickBooks Online, it doesn’t have to be difficult to set up. We can help with A through Z! All versions of our payroll options include these features: Full-service payroll (including automated taxes and forms) 1099 e-file/pay Expert product support Direct deposit Before we start, let me explain what information you should have on hand in order to make this as quick as possible. You can get these from your previous payroll provider, personal records, accountant, or federal/state agencies: Company bank information - for direct deposit and electronic tax payments Compensation/Benefits Types of employee benefits: such as hourly wages, salaries, bonuses, commissions, and tips Types of employee compensation: such as health
Want to make your invoices more engaging? Add a little flair to your brand by creating your own custom invoice template. It only takes a few steps to give you that flexibility in QuickBooks Online to let your invoices reflect your style. Step 1 - Create your template in Word If you’re a Word expert or novice, we’re here to help you get started. Let’s start with some tips to ensure your upload process runs smoothly. Indicate which fields you want QuickBooks to map data to by marking it with opening and closing angle brackets “<“and “>” Refer to the EZ Map Field list below to find out which QuickBooks fields you can use in your imported templates. Don’t mark data that doesn’t change - information like your company name, address, and contact information stays the same, so there’s no need to mark them on your forms. For us to upload your style successfully, you will need to use one of our supported fonts:
We’re back with another post about reconciliation. If you want a step by step guide, check out my last article here: How to Reconcile in QuickBooks Online. There would be no bumps in the road in a perfect world, and everything would work every time. Although we don’t live in an ideal world, you have lots of help here in the Community, and we love looking out for our customers! Let’s take a look at beginning balance issues. When you’re reconciling an account for the first time, you have to have a good foundation so that your numbers balance out. If you see that your beginning balance is off, no need to fret. Here’s what you need to look at: 1. Review the opening balance in QuickBooks. Select the Accounting menu, then select Chart of Accounts. Find the account on the list. Select View register. Search for the opening balance entry. It should have "Opening Balance Equity" in the Account column. Take note of the date and balance. 2. Compare the opening balance with your real
Reconciliation is a great practice to add to your business to-do list. You can easily roll it into other month end tasks you work on to keep up on the state of your company. While not required, keeping a close eye on your books and what’s coming in and out can save you from a lot of issues in the future. Reconciling gives you insight into your business and QuickBooks Online is equipped to make the process as easy as possible. When reconciling an account, the first bit of information you need is the opening balance. If you choose to connect your bank and credit cards to your online account, QuickBooks will automatically bring over transactions and also the opening balance for you. The first thing you’ll start when reconciling an account is Reviewing your opening balance. Get your bank statement and then follow the steps below: In QuickBooks Online, select Settings ⚙ and then Reconcile. If you're reconciling for the very first time, select Get started to continue. From the
The average person has about 100 passwords so of course it makes sense that at some point you’re going to need to manage it. Whether it’s resetting your password, or other login help, QuickBooks Desktop users this article is for you! I think the best place to start is with an explanation of the new QuickBooks Desktop login experience. We’re now connecting your Intuit login to Desktop to give you better security and a single user ID to access all of Intuit’s products. Think of it like the passcode to your phone, which then gives you access to all your apps and information. With One Intuit Account you have one login that gets you into all of your accounts without having to create multiple. This feature has already been added to regular Desktop products and most recently added to the Accountant versions. If you’re wondering about the difference between your QuickBooks login and your Intuit account login, I'd love to explain! When you sign in to your QuickBooks Company
QuickBooks Online has everything you need to complete a successful reconciliation and it all starts with your bank transactions! Since you’ve already connected your bank account to QuickBooks Online, I’m going to walk you through common scenarios you may encounter and what to do. Consider this your one stop shop for banking transactions. Let’s dive in! Sometimes you’ll find that a transaction that’s been pulled over is a duplicate. This can happen for a few different reasons, most commonly because someone has already entered it manually in QB Online. It's very easy to fix within your account, just follow these steps below: Go to the Banking menu, then select the Banking tab. Choose the For Review tab. Select the checkbox of the transactions to exclude. Click Exclude. Did you accidentally exclude the wrong transaction? No worries! Simply go to the Excluded tab, select the transactions and choose Undo. That pulls it back to the For Review tab an
When a customer isn’t at your brick and mortar, or your business doesn’t require money up front, sending an invoice is the perfect way to get paid for your services at a date determined by you. QuickBooks Online has a variety of options with invoices and makes the process easy and seamless. Before I walk you through the process, I want to draw your attention to our How-to video Center. If you scroll down to the “What to do after you sell something” section, you can watch all the videos on invoicing, refunds, and everything in between. This link is especially helpful to those of you who prefer to watch the steps visually. Now, let’s start with the basics. After you’ve added your customer, here’s how to create an invoice for them: Select + New. Click on Invoice. From the Customer ▼ dropdown, select a customer. Double check their info, most importantly their email address. Check the Invoice date. If you need to, change the due date in the Terms ▼ dropdown. From
Gone are the days where most customers were paying you in cash or check. Most everything has moved to a digital space, and that also includes paying for goods or services. QuickBooks Payments is here to help you get paid fast and in a way that’s convenient and easy for your customers. Let’s start with signing up for payments and connecting to your QuickBooks Online account: Get Started with Payments and Connect your QuickBooks Payments account to QuickBooks Online. Once you are signed up and connected, you just need to choose where those payments and processing fees go so that your tracking is all correct. Here are those steps: Go to Settings ⚙at the top, then select Account and Settings. Select Payments from the menu. In the Chart of Accounts section, select the pencil ✎ (edit) icon. For ‘Where do you want to record payments?’, choose the correct bank account. For ‘Where do you want to record processing fees?’, choose the proper expense account for trac
#1 - Can you help me pay my quarterly taxes? Not only can we help you, we have an entire video that walks you through it. Taxes? Paid! #2 - How do I know that the amount due is correct? Verifying the amount due is as easy as 1-2-3*. Just follow along with the steps below, or check out this article to get more information about your payroll tax payment and filing questions. 1 - Select Reports, then scroll down to Payroll.2 - Select Payroll Details.3 - On the date range, select Custom. 4 - Enter the dates to match your liability period. 5 - Review the report to make sure all paychecks are there, and review the employee and employer tax amounts. (*Ok, ok - as easy as 1-2-3-4-5, but still super easy, we promise!) #3 - When does the money get taken from my bank account? But remember, to be safe and to prevent any delays in processing your payment, make sure to have the funds available when you file. #4 - Did my payment go through? Ho
Paypal bank feeds can be problematic for many QuickBooks Online users, but not once you learn that Paypal operates differently than a traditional bank. QuickBooks Online has over 20,000 banks that participate in downloading transactions into the bank feeds for review. This is great news, however, users can easily make mistakes when it comes to Paypal bank feeds. These mistakes include duplicating expenses, overstating or understating revenues, and not properly recording transfers. It is important to understand how your Paypal transactions get recorded. Some users of Paypal receive customer payments and make payments to vendors directly from the funds available in their Paypal balance. If this was the only scenario for Paypal, then bank feeds would be a fairly straight forward process. It’s the Paypal transactions that flow to and from a linked bank account that present issues for many. These linked checking and credit card transactions are at the heart of the complexities of wor
We're back with an updated calendar for year end. Each month shows the important dates for specific Payroll products, so just double check you are looking at the right date for your payroll. Not sure which Payroll you have? No worries! How to check which version of QuickBooks Online Payroll you are using How to check which version of QuickBooks Desktop Payroll you are using As the holiday season approaches, keep in mind that weekends and federal holidays are non-banking days. Meaning, if payroll is submitted on a non-banking day, your direct deposit will be drawn from your account the next banking day. You can check this article to see how federal holidays will affect your direct deposit. Because Online and Desktop Payroll have different dates, there are 2 versions of the January calendar displayed below. Please refer to the top of each calendar to make sure you are looking at the corr
