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Only if you have a pro-advisor account access. The account view just impact the interface not the access.

You are so welcome! Glad that the video on “How to Approach a QuickBooks Online Clean up” helped you find the answer!!

Yes, if you are an employer the contractor’s address could have changed., so you will need to ask for the updated information. If you are an accountant you will need to verify if there are new contracts to be added.

Yes, from January through June 2024 PayPal transactions will need to be entered manually. Keep in mind that this is if you do not have PayPal integration. If you do have PayPal integration it will come through PayPal and you will need to remove the integration and remove transactions from PayPal as off July 2025 and forward to avoid duplicating transactions

@@ClaudiaXperts I only integrated shopify now. I am slowly integrations processors. I haven't done paypal yet. I am thinking of doing it manually. Thank you for the reply!

If it is Shopify by using payout transactions. If it is Square using Square transaction list.

The fees are added to the deposit when you accept it. It also contains tips and sales tax for the transaction. If you click on the deposit you will see the fees being deducted

@@ClaudiaXperts Thank you! I didn't realize that matching that would actually ADD the expenses into the correct categories.

@ Yes, the beauty of integration!

You just need to categorize the transaction in the a Journal Entry to what the transaction was supposed to be categorized.

@ClaudiaXperts Thank you!

@ You are welcome!!

@@ChiamakaMuokwe For the transfer there is no way to recategorize you need to undo the transaction or do a Journal entry.

Thanks for the feedback

You are very welcome! Thanks for watching “preparing Your Books for End of Year Closing/QuickBooks Tutorial!!

You got this! You are welcome! Glad this was helpful. Remember if Undeposited Funds is for an accounting season you already filed the taxes send the balance to Retained earnings instead.

My phone number is 407 504 9828 and email is qboxperts@gmail.com

I will, I have another one coming up for Accountants and bookkeepers on QuickBooks clean up. Stay tuned.

You are so welcome!

Thank you!

I am so happy to hear that the tutorial on how to fix Undeposited Funds After you Reconciled helped you! Thanks for watching!!

If you do not match yes, but if you properly match no. When you match you are combining the transaction you entered to the transaction coming from the automatic bank feed.

Running into a similar problem here. The only thing I've come up with so far is to label the vendor with the tag and then run a vendor report. So McDonald's - Gary, McDonald's - Greg. Income is a little easier because you can have subcustomers. Each Partner could be a Customer and each person they sell to would be their subcustomer. Subcustomers work great for filtering sales by zip code and tracking rental homes.

I would recommend classes, in your case. Classes is available in Plus and advance subscription.

That’s a great idea. The other as I mentioned is classes. It works like tags with a limit of 40 classes. Classes are available in Plus advance subscription.

​@@ClaudiaXperts The problem is that clients are tired of paying Intuit so much money. They take, take, take.

@@Christina729 This exactly. My plan would increase 200% from $35 to $100. I don't think it justifies that much of an increase for simple services.

You may need to reconnect Square.

@@ClaudiaXperts if we change or update new password our money will remain safe in my square pos terminal ?

Thanks for watching “How to send receipts to QuickBooks online” tutorial❤️❤️

No we don’t. I use budget, keep in mind if you run your financials as accrual it will show the income for all invoices and expenses including the bills that you entered either they were paid or not.

You can not substitute your Products and Services or any other account for Custom Fields. You will get 1 custom field if you have Simple Start subscription , 4 if you have Essential or Plus, and 12 if you have Advance subscription. No custom field is available for Simple Start right now it should be available in February.

The template will be the same. All the cash tips will need to be enter manually. You can do a Journal entry for that credit cash on hand debit tips payable.

You may customize an invoice but not for individual customers. If you want to customize the discount you can. You can use price rules.

You are so welcome!

Whenever you categorize your bank feed deposit as cash bank what you are doing is removing cash from cash bank and adding to your checking bank account. This will lower your cash bank balance and increase your checking bank account.

Is that a typo? Do you mean categorize bank 'feed'? Or bank fees? If I categorize cash deposits in the banking center to cash bank that still increases the cash bank account. Im sorry could you try to explain that again? I would really really appreciate it!!!

@@crystalramirez5631 Yes it is bank feed. Crystal when you categorize cash deposit in the bank feed as a cash bank what you are saying is that you took money from the cash bank account and deposited into the checking account. So money was taken from the cash bank therefore it lowered the balance and was deposited into the checking account which raises the balance in the checking account.

Thank you so much for the kind words! Happy I can help you with QuickBooks Online!!

@@ClaudiaXperts My pleasure..Yes You are helping me a lot learning QuickBooks Online dear Claudia as I wait for your videos..Stay blessed

You too!! Have a blessed day

@@ClaudiaXperts thank you so much Claudia

@ You are welcome!

Melio has both free and paid subscription.

Awesome!! Glad it helped!! If the issue persists take a look at you account settings under sales and make sure that the right payment account is set up.

Thanks for the feedback. I will correct that on the next video!!

My pleasure 😊

Melio does have batch payments. Melio is no longer the Payment company in QuickBooks you can still link your Melio to QuickBooks Online and do batch payments on the Melio app.

Click on the plus new left hand side menu, then click on deposit, click on the conter clock icon on the top left hand side. You should see the most recent deposit. You can click on it and make the corrections. If you do not see the deposit right there click on view more and look for the deposit, click on it and make the correction.

Either the date of payment is for after the brill was created or the amount of the payment was for more than the bill.

Please remember that you need to record the payment for the bill that needs to have a prior date from the payment date and the amount must match what was paid.

I will, you can find the Square reports by logging into Square and select reports on the left hand side menu.

There should be only one. Thanks for pointing that out!

You are very welcome!

Will do

You will categorize the transaction as the trust so remove the liability, then you will need to do a Journal entry to record the income by crediting the income account and debiting owner’s distribution.

So glad you liked the video on accounting for attorneys.

Glad you found it helpful!

That why you never use Journal Entries to clear Undeposited Funds. You will need to get rid of the Journal Entries and fix Undeposited Funds as I teach in the video.

@@ClaudiaXperts Thank you for the response. However, the JE that she did is for a closed period.

@ I understand, however you may substitute the amount from the JE for the amount deposited into retained earnings. The JE will keep the Undeposited Funds off.

Thank you!!

No unfortunately self-employment version does not offer this option.

Awesome! Thank you!

Hi Laritza if he is being paid by hi employer you will not add the expense nor the income to your books since he is being reimbursed for it.

You’re very welcome!!

You sent it to owner’s distributions