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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Review, In QuickBooks, Excluded….

Review, In QuickBooks, Excluded

Online banking has three tabs, Review, In QuickBooks, Excluded.  What does each of these mean in QuickBooks Online (QBO)?  Just like this guy who is confused or pondering life, it seems to be an area of confusion for users of the product.  We have a lot of functionality right at our fingertips in the banking […]

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New Reconcile Feature in QuickBooks Online

new reconcile feature

The new online bank reconcile feature has nothing to do with the moon. But I could not resist showing the moon today.  It is the USA Total Eclipse day.   Although we don’t have much to view down here in SW Florida.  It looks like just another cloudy afternoon just before the summer rain storms roll […]

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Intuit’s Community Forum – Users Helping Users

community forum

Did you know that Intuit Community Forum existed?    It is just a click away from your program.  Note that it is a user-to-user forum.  Yes, there are experts there.   And Intuit employees.  And moderators.  But not all “advice” given is accurate.  But I would have to say from what I have seen, a good […]

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502 bad gateway – QuickBooks Online

502 bad gateway

So you go to log into QuickBooks Online and you get a blank page that says “502 Bad Gateway”. What do you do?  You cannot log in!  Arggghhhh! QuickBooks!!!!  You google “502 Bad Gateway” and wikipedia says “The server was acting as a gateway or proxy and received an invalid response from the upstream server.” There […]

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Privacy and QuickBooks Online

privacy

Privacy.  Super important to all of us who use the web.   I recently saw a post on the forum where someone’s computer data was held for ransom.   Horrible for this person.  Ransomware is a type of malicious software that blocks access to the victim’s data and threatens to publish or delete it until […]

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Advanced Search feature in QuickBooks Online

advanced search

The advanced search feature in QuickBooks Online is definitely one of my favorite features.  I love the versatility of it and I love how well it works. Of course, clicking in the search box has it’s benefits as well, but I find I have much more success with clicking the advanced tab and fine tune filtering […]

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Paypal bank feed method of importing transactions

paypal bank feed

Paypal bank feed is my preferred method of importing paypal transactions into a QuickBooks file.  But admittedly, I feel like this lady when I use Paypal.  But the bank feed method is my all time fav…..Why? Transactions land in the bank feed tray and not directly into QuickBooks Online. Pick and choose what date to […]

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Paypal Sync and QuickBooks Online

Paypal

Paypal sync and QuickBooks Online can be frustrating.  If you are unfamiliar with the app and how it works, you can find yourself in a bit of a mess.  It may leave you like this man, wanting to scream!  If you use sync and import, you do not have the ability to exclude transactions.  They […]

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