AdvisorsBooks

How to link credit card to QuickBooks

How to link credit card to QuickBooks

Introduction If you decide to link credit card to QuickBooks, it can have some important benefits. This allows the user to keep credit card transactions in pre-defined categories, import the statements or reconcile them, and thus have important insights in to the expenditures of the business. The other benefits that are evident include –  the… Continue reading How to link credit card to QuickBooks

How to merge customers in QuickBooks

How to merge customers in QuickBooks

The growth of businesses means that companies often need to handle an increasing database of customers. Eventually, it can be seen that duplicate or outdated entries clog up the database. This complicates the process of maintaining accurate records, and maintaining an effective track on the financial records. Thus, the solution to this problem in QuickBooks,… Continue reading How to merge customers in QuickBooks

Published
Categorized as Blog

How to garnish wages in QuickBooks

Managing payroll can be a complex task for any business owner, especially when it comes to situations where you have to garnish wages in QuickBooks. Wage garnishment is a legal process in which a portion of an employee’s earnings is withheld by the employer to pay off a debt, such as child support, or a… Continue reading How to garnish wages in QuickBooks

Published
Categorized as Blog

How to change beginning balance in QuickBooks

In case you are using QuickBooks, there may be times when you need to change beginning balance in QuickBooks. Once you have created a new account, you need to choose a day from which the transactions shall be tracked in QuickBooks. This is the beginning stage which is also known as the opening balance of… Continue reading How to change beginning balance in QuickBooks

How to add credit card to QuickBooks?

The decision to add credit card to QuickBooks will be advantageous for the management of your business. As far as online banking is concerned, QuickBooks users might prefer using credit cards for their transactions. Managing your finances is an important aspect of running your business, and QuickBooks is clearly the software of choice when it comes… Continue reading How to add credit card to QuickBooks?

Published
Categorized as Blog

How to delete a customer in QuickBooks?

In this article, we shall discuss how to delete a customer in QuickBooks Online as well as Desktop. As long as you are using QuickBooks, you need to learn how to manage the customer database. At times, certain entries regarding customers might have to be removed, when they are rendered irrelevant to the business, or have… Continue reading How to delete a customer in QuickBooks?

Published
Categorized as Blog

How to categorize expenses in QuickBooks

How to categorize expenses in QuickBooks

Introduction Have you wondered whether you should or should not categorize expenses in QuickBooks? Managing your finances requires diligence. You need to account, not just for the amounts which have been generated in the form of revenue, but also look at the expenses which the company has incurred. In the course of the operations of… Continue reading How to categorize expenses in QuickBooks

Managing the Opening Balance Equity in QuickBooks

Managing the Opening Balance Equity in QuickBooks

Amongst its array of features, the term Opening Balance Equity in QuickBooks often creates some questions among users. In this article, we’ll dive into what it signifies, why it is important, and how to manage it effectively. Opening Balance Equity in QuickBooks is essentially a nominal account in QuickBooks, usually referred to as OBE, that… Continue reading Managing the Opening Balance Equity in QuickBooks

Published
Categorized as Blog

How do I undo reconciliations in QuickBooks Online?

Reconciliation is generally done as a process of verification. However, reconciliation might not always be final. At times, it might become necessary to undo reconciliation in QuickBooks which has been carried out. This could be a reconciliation that has been done lately, or something from a previous month’s operations. In this article, we shall discuss why… Continue reading How do I undo reconciliations in QuickBooks Online?

How to unvoid a check in QuickBooks?

There might be a situation where you need to unvoid a check in QuickBooks. A QuickBooks check might be voided for different reasons. For instance, a mistake might have been made on the check. Of course, there is not a specific option to unvoid a check in QuickBooks. However, you can work your way around… Continue reading How to unvoid a check in QuickBooks?