Good news from the QuickBooks Online world! You can now adjust and create payrolls in the past, even in closed quarters or a closed year. This means you can record or edit past checks, void checks, or void direct deposits. If you wrote a manual check and forgot to record it, there's no longer any need [...]
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 [...]
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 [...]
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.
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.
