How to Add the Taxes You’ve Already Paid This Year to QuickBooks Payroll

Make sure you're ready for year-end! If you’ve already paid employees this year, you’ll need to tell QuickBooks which payroll taxes you’ve paid so far. This keeps QuickBooks from paying any taxes you’ve already paid. Before you start, you’ll need to have your tax payment receipts or payroll liability reports from your previous payroll service showing [...]

Your Virtual QuickBooks Team Does Virtually Everything

A more powerful QuickBooks now has the ability to put a team of Intuit AI agents and access to trusted experts by your side, helping you save time, make confident decisions, and grow with clarity. Intuit AI agents can serve as a customer agent, payments agent, accounting agent, and finance agent. They can help you generate [...]

How to Create Batch Invoices

With QuickBooks Online Advanced, you can speed up your daily bookkeeping and save time by using batch invoicing. You can record multiple invoices at once, or make copies of one invoice to send to multiple customers. Start by selecting “New” from the menu, and choose “Batch Transactions” and then “Invoices.” Enter the customer information, or if [...]

How to Use Automatic Matching in QuickBooks Online

With automatic matching, QuickBooks can automatically match bank transactions to the transactions already in QuickBooks (whether with QuickBooks Payments, QuickBooks Payroll, or QuickBooks Bill Pay). This prevents you from entering duplicate transactions. Follow the steps in this video to learn how to use QuickBooks' automatic matching tool.

How to Use Bank Rules in QuickBooks Online

You can automatically categorize transactions with QuickBooks Payments. A bank rule in QuickBooks Online looks at transactions coming in from your bank or credit card, and then either adds them to your books automatically or pre-categorizes them for you to review. Learn how to create, use, and edit bank rules to make categorizing transactions faster.

Go to Top