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 [...]
Normally you must change the account, class, or location one by one for multiple locations. With QuickBooks Online Advanced, however, you can save time and change those details for multiple transactions with a single step. This video goes over a common problem with accounts on transactions, and then fixes that problem across multiple transactions with Reclassify [...]
It's important to think about hurricanes, tornadoes, and other disasters so you're prepared in case they happen. This includes safeguarding your tax forms and other financial records. First, you could take advantage of electronic record keeping. See if you can receive your bank statements and related documents by email. For paper documents such as W-2s and [...]
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.
