Search Results for vendor

Vendor or Insurance Check Refund deposit QBO

Vendor or insurance check refund got you puzzled? It is one of those transactions that happens infrequently so it can really trip up a QBO (QuickBooks Online) user.   Do you see the transaction in the deposit side of the  bank feed and wonder, “how do I code this?’  Or did you open the mail and […]

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Vendor credit less than the bill amount QBO

vendor credit

Have you ever had a Vendor Credit that was less than your total bill?  This post idea came from Saulo, who posted a question on my other video on vendor refunds (found here).  He had an open bill and a vendor credit for less than the bill.  He wanted to apply the total credit without […]

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Vendor refund in QuickBooks Online

vendor refund

Vendor refund in Quickbooks Online is one of the confusing bookkeeping transactions.  Lots of people overthink it.  I see this question on the Intuit Community forum a lot.  I think because you are depositing the check into the bank and it involves accounts payable, it seems to trip people up on how to enter this […]

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Vendor or Insurance check refund deposit QBO

vendor or insurance check refund

Vendor or insurance check refund got you puzzled? It is one of those transactions that happens infrequently so it can really trip up a QBO (QuickBooks Online) user.   Do you see the transaction in the deposit side of the  bank feed and wonder, “how do I code this?’  Or did you open the mail and […]

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Paying vendors less than what is owed

paying vendors

Paying vendors in QuickBooks online.  Do you feel like this guy? Simply put.  Enter the bill.  Pay the bill.  You can access paying them either from the vendor page or from + pay bills.  But what if you want to pay them less than what is due?   Maybe you are having a disagreement and want […]

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Manage Workflows in QuickBooks Advanced

Like a kid in a candy store, there seem to be more and more things popping up in my accounting platform. One that I have been excited about because it allowed me not to have to add an app because the feature is “baked in” is the new Manage Workflows.When you work with attorneys, the […]

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4 Law Firm KPI’s to Remain Competitive!

 You know what you have to do every day…it’s on the calendar. “Meet with this client”, “meet with that lender”, “train the new co-worker”, “plan with the interior designer”, and at the end of the day, “enter in company expenses” (hopefully you’ve got a dedicated bookkeeper for this by now, ahem…”cough cough”).    Aside from reviewing the […]

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Chart of Accounts Limitation QuickBooks

chart of accounts limitation quickbooks

Did you know there is aChart of Accounts Limitation in QuickBooks? Does this limitation gotcha down??? When you create a company, QuickBooks Online creates specific accounts for that company by default, and creates other special accounts when certain features are turned on in the settings. Now we have a 250 cap on the number of […]

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Billing Workflow for Attorneys

billing workflow for attorneys

I wanted to review in more detail the billing workflow for attorneys that I am using.  It is one of my most precious routines to work with Hubdoc/LeanLaw/QuickBooks. There are many steps are involved in this workflow. If you miss one, it may make your workflow a bit clunky. In the video below the entire […]

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