Want to manually import bank transactions into QuickBooks Online? In this post I cover why you would want to do this and the video walks you through how.
QuickBooks Online: How to import Bank Transactions
Category: 10-Minute Treasurer
QuickBooks Online: How to create Memorized Transactions
When you’re keeping the books for a church or nonprofit, you tend to perform a lot of the same, or at least similar transactions, on a regular basis. Each week you have to record the Sunday offering. Each month you have to pay your utility bills.
Some of these are more difficult to remember to record than others…such as those bills that are automatically paid. Instead of trying to always remember…or kicking yourself for forgetting once again, why not let QuickBooks Online help?
QuickBooks Online: The best way to Reverse a Journal Entry
Lately I’ve been thinking about how to be blessing to my future self. What little things could I do today that will make next month a little easier.
One of those things is the way I revers Journal Entries. I’ve been doing a lot more accrual accounting. One of the pains is remembering to reverse a journal entry. The best way to do this occurred to me just this week.
How do I see two windows at the same time in QBO?
For at least 20 years, I’ve enjoyed working using two computer monitors. Two monitors saves you a lot of time, reduces the need to print so much, and makes it easier to be accurate.
QuickBooks Online has been a challenge for me to figure out how to use with two monitors or even to see two windows at the same time. In this post and related video, I share what I learned.
How to track donor restrictions in QuickBooks Online
One of the most challenging things in QuickBooks is accounting for donor restrictions. I’ve tried a number of different options, but I have landed on the option I like best. I’ll share this with you in the video and post.
QuickBooks Online: Getting a refund for an uncleared Bill Pay check
When you cut your own checks, what do you do if someone loses the check? If it’s a large check, you might contact the bank to put a Stop on the check. For most checks, you just void it in your accounting system.
What if the check is lost when you use QuickBooks Online’s Bill Pay? The money has been withdrawn from your account, but the vendor never received the check. How do you get the money back into your account?
When do I record donations received at Year End?
When it comes to year-end giving, are there rules that determine when a donor gets credit for a donation? There is! I’ve heard it commonly referred to as the Postmark Rule. I’ll cover this rule and how it pertains to donations coming electronically, through the mail, or in person.