Category Archives for Vendors

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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Copy Lists in QuickBooks Online

copy list

Copy lists in QuickBooks Online (QBO) should be easy.  You should be as excited as my kitty here that thinks he can walk on two feet as this saves so much time and data entry.  And isn’t that why we moved to QBO anyway?  My motto, less data entry = more free time to do […]

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Barter transaction QuickBooks Online

barter

Barter transaction is a simple transaction in QuickBooks Online (QBO) once you know the key component to it.  The secret ingredient is the “Barter” bank account.  It is the piece you need to flow the transactions through the books.Create the bank account….Select the Gear icon and then choose Chart of Accounts.Create a new account by following these steps: […]

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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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Year-End tips for QuickBooks Online

year-end tips

Here are my year-end tips to help you save time and save money going forward for your business.  Yes, I am back singing the praises of my favorite app, Hubdoc.  But it truly is a real time-saver.   If you hate data entry, Hubdoc will do this for you.  In the video, I demonstrate two […]

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Hubdoc, how do I love theeā€¦.

hubdoc

Hubdoc, how do I love thee, let me count the ways….  Yes, you have so many apps to choose from.   I am going to do a series of posts to show you how I use Hubdoc and why it is my favorite.  Recently, there have been a lot of posts on the private groups […]

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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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