QuickBooks resources and tax info for businesses impacted by the coronavirus (COVID-19)

Posted Posted in Data Migration, Other Questions, Quickbooks, Quickbooks Desktop, QuickBooks Mac Desktop, Quickbooks Mobile, Quickbooks Online, QuickBooks Payments, Tsheets

COVID-19 continues to affect small businesses in unprecedented ways. Here are some of our latest resources for your business that may help during these challenging times. Keep up to date on programs and resources The Small Business Help Center is our front page for COVID-19 topics. Here are some of the top programs and resources. The […]

Importing Custom Invoice Templates into QuickBooks Online

Posted Posted in Other Questions, Quickbooks, Quickbooks Desktop, QuickBooks Mac Desktop, Quickbooks Mobile, Quickbooks Online, QuickBooks Payments

In just a few steps, you will be able to import styles that bring enhanced flexibility to your invoices and let your brand shine! and get to know How Importing Custom Invoice Templates into QuickBooks Online.   Step 1 – Make sure you have enabled Import Styles in QuickBooks Labs Click on the Gear icon in the […]

Disconnect Bank Feeds for an account in QuickBooks Desktop

Posted Posted in Other Questions, Quickbooks, Quickbooks Desktop, QuickBooks Mac Desktop, Quickbooks Mobile, Quickbooks Online, QuickBooks Payments

Learn how to Deactivate or Disconnect Bank Feeds for an account in QuickBooks Desktop. You can Use Bank Feeds to get Transactions from your bank and import them to QuickBooksqui to Disconnect Bank Feeds for an account in QuickBooks Desktop If you ever need to disconnect a specific account from your bank, follow the steps […]

Move your QuickBooks Desktop file to QuickBooks Online

Posted Posted in Other Questions, Quickbooks, Quickbooks Desktop, QuickBooks Mac Desktop, Quickbooks Mobile, Quickbooks Online

Learn How to Move your QuickBooks Desktop file to QuickBooks Online. No need to start over again—just convert your desktop file to a QuickBooks Online company, and you’re done. Watch our video tutorial or follow the steps below to get it done: Moving from QuickBooks for Mac? See How to move your QuickBooks for Mac file […]

Reconcile an account in QuickBooks Desktop

Posted Posted in Other Questions, Quickbooks, Quickbooks Desktop, QuickBooks Mac Desktop, Quickbooks Online

Learn how to reconcile your accounts so they match your bank and credit card statements and learn How to Reconcile an account in QuickBooks Desktop in 2020 Just like balancing your checkbook, you need to review your accounts in QuickBooks to make sure they match your real-life bank and credit card statements. This process is […]

Fix beginning balance issues if you’ve reconciled the account in the past QuickBooks Online

Posted Posted in Other Questions, Quickbooks, Quickbooks Online

Learn how to review your beginning balance if you’ve already reconciled the account in the past. So Fix beginning balance issues if you’ve reconciled the account in the past QuickBooks Online Each time you reconcile an account, you start with a beginning balance in QuickBooks. This is the amount in the account on the first day […]

Fix beginning balance issues during your first reconciliation

Posted Posted in Other Questions, Quickbooks, Quickbooks Desktop, Quickbooks Online, QuickBooks Payments

Learn how to review your opening balance if you see issues the first time you reconcile an account or you can say Fix beginning balance issues during your first reconciliation If this is your first time reconciling an account and the beginning balance is off, don’t worry. The issue is probably something very basic: the opening balance. This […]

Fix beginning balance issues in QuickBooks Desktop

Posted Posted in Quickbooks, Quickbooks Mobile, Quickbooks Online

When you open the Begin Reconciliation window then select an account to reconcile, the Beginning Balance is zero or incorrect. This may be due to one of the following reasons: No balance or an incorrect balance was entered when the account was set up. Previously cleared and reconciled transactions were voided, deleted, or modified. The […]

Move lists and balances from QuickBooks Online to QuickBooks Desktop

Posted Posted in Other Questions, Quickbooks, Quickbooks Mobile, Quickbooks Online

Learn how to move your customers, vendors, products, and services, and accounts from QuickBooks Online to QuickBooks Desktop or you can say Move lists and balances from QuickBooks Online to QuickBooks Desktop If you need a hand moving from QuickBooks Online to Desktop, we’re here to help. Here’s how to move your lists and balances […]