Category Archives for Expenses

Year-End processes for QuickBooks Online – Part 2

year end processes for QuickBooks

Note:  This is a repeat post from 2018.  I am still taking a holiday break from posting my weekly blog.  We have so many more cool tools for doing this year-end work now!  We have the insights page and we now we have bookkeeping review!  But while the process may be different (easier) with the new […]

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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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Attorney Expenses and Advanced Client Costs

This post is part two of a blog series on how to work with your first attorney-client, what you need to know. Last week, we jumped in at the very beginning and discussed the terminology around working with law firms and attorneys. This week it is all about the law firm expenses, and specifically, this […]

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Year-End processes for QuickBooks Online – Part 2

year end processes for QuickBooks

Year-end processes for QuickBooks Part 2. Such a great topic for this time of year.  Who doesn’t want to have their books in order proactively?  If you would like to see Part 1, you can access it here.   There are a few things I like to do at year-end for my clients.  As we sit here ready […]

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Entering Owners Draw QuickBooks Online

Owners Draw or Owners Deposits and entering them into QuickBooks Online can be confusing.   Maybe you don’t know which account to put them in?  Or even if you should have this type of account on your books.  So, what is the difference between Owner’s Investment and Owner’s Pay?  Well, the first question you want to […]

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Billable Expenses in QuickBooks Online Plus

Billable Expenses! I cannot get them to show on my customer’s invoice? Why? This is a topic I see over and over again in the Intuit Community Forum. Well, as you will see in this video, it could be one of several reasons:Check your settings under gear wheel>account and settings>expenses.  Make sure you have the […]

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