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ANSWERS TO MOST FREQUENTLY ASKED QUESTIONS
QuickBooks Online Test Drive
Test QuickBooks Online Before Purchasing QuickBooks creators are generous and they have created a mock site where you can literally try out a lot of their features and see how QuickBooks operate - if it's a right fit - before you make your purchase. This is awesome!...
How to Turn On Classes in QuickBooks Online
There are four (4) levels of Quickbooks Online subscription: 1) Simple Start, 2) Essential, 3) Online Plus, (4) Advanced. Class tracking is only available in the Online Plus and Advanced editions. To Turn on Class Tracking in QuickBooks Online: Step 1. Click on the...
How to Turn on Classes in QuickBooks Mac Pro
To Turn on Class Tracking in QuickBooks Mac: Step 1. Click on QuickBooks in the top menu bar, then Preferences to open the Preferences window. Step 2. Click on the Transactions under Workflow and check the box that says Use class tracking. Step 3. Click Ok. Now when...
How to Turn On Classes in QuickBooks Windows – Pro, Premier, Enterprise
To Turn on Class Tracking in QuickBooks Windows - Pro, Premier, Enterprise: Step 1. Click on Edit, then Preferences in the main menu to open the Preferences window. Step 2. Click on the Accounting icon in the left pane of the Preferences window. Step 3. Select the...
Should I be Issuing Customers Sales Receipts or Invoices in QuickBooks?
Yesterday while consulting with my newest client , the renowned owner of an upscale beauty Salon here in New York City, she asked a question that I was not expecting to hear asked. Meaning, I thought this would be something everyone knew the answer to. I mean, I did...
How to Clear Out Vendor Balances for Bills That Were Mistakenly Paid via the “Write Check” Feature Instead of the “Pay Bills” Feature in QuickBooks
If you try to write a check to a vendor who has an open bill in QuickBooks Online, a tab will open to the right showing the open bills for that vendor, and asking if you wish to add the bill to the check (as shown in screenshot below). When you click Add, the payment...
Why is My Bank Balance Not Matching the Bank Balance in QuickBooks Online?
This is one of the most common questions I get asked by new QuickBooks Online users, and you may be surprised to know that more often than not, both bank and QuickBooks balances are never matched simultaneously. However, if you have updated your bank downloads,...
Is QuickBooks Online Right for My Business? How Secure is it?
As a finance professional working on the front line with many startup business owners and entrepreneurs, these are two of the most common questions I get asked - a lot! And the short answer is - it depends. Whether or not QuickBooks Online is a good fit for your...
The Basics of Accounting and Bookkeeping
Like pretty much anything else, if you don't establish the foundation, you will not have anything to build on. If you do not know the basics of accounting, then whatever you attempt to do that relates to accounting, will be futile. Getting the numbers right, can...
How to Print Employees Paychecks in QuickBooks Online
To print payroll checks in QuickBooks Online, you will need a payroll subscription in addition to having a QuickBooks Online subscription. To Print Employees Paychecks in QuickBooks Online: Click the Gear Icon at top right of screen (your company name) and select...