10 QuickBooks Online Tips and Secrets I wish I knew from the Start! From a Certified Trainer UK

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  • เผยแพร่เมื่อ 27 ธ.ค. 2024

ความคิดเห็น • 27

  • @thepositiveeconomist1087
    @thepositiveeconomist1087 ปีที่แล้ว

    A super useful video. Thank you!

  • @wendymahon9242
    @wendymahon9242 8 หลายเดือนก่อน

    video is great. can I ask a question. If you have done a reconcilliation but afterwards realise that you have a duplicate bill in, is there a way of going into it to take out the duplicate bill without messing up your reconcillation.

    • @TheQuickBooksChap
      @TheQuickBooksChap  8 หลายเดือนก่อน

      If its already reconciled you can still delete but you will have to explain the difference on your next reconciliation 👍

    • @wendymahon9242
      @wendymahon9242 8 หลายเดือนก่อน

      What if the duplicate bill was not reconciled. Can you take it out then without messing up your reconciliation

  • @shahid1k
    @shahid1k ปีที่แล้ว

    Can you advise how to process a EYU in Quickbooks payroll as support was unhelpful?

  • @jonjonEZmusic
    @jonjonEZmusic ปีที่แล้ว

    Hello wow great video! Im only confused because in my quickbooks online I don't see a place to edit "CUSTOMER" field to the expense... did they take this out to make people start upgrading? I'm still new so i'm figuring everything out and I also want to save money if possible, thanks! I'm using QB for a roofing and contracting business so I really need to be able to put a lot of transactions all together that relate to a customers single project like labor cost and material cost and then even payments like commission? Any help is very appreciated! Cheers

    • @TheQuickBooksChap
      @TheQuickBooksChap  ปีที่แล้ว

      You need to enable it in settings and its essentials up

  • @annhansen3158
    @annhansen3158 ปีที่แล้ว

    New to QuickBooks online. How do I create an invoice that shows the totals only?

    • @TheQuickBooksChap
      @TheQuickBooksChap  ปีที่แล้ว

      You can use the settings cog on the invoice page to make adjustments

    • @annhansen3158
      @annhansen3158 ปีที่แล้ว

      @@TheQuickBooksChap How about estimates? Is it the same...use the settings cog?

  • @chrisdaniels9718
    @chrisdaniels9718 ปีที่แล้ว

    Just started with QB.
    I would like to put everything on there from when we started our business in Jan 22.
    Please can you help?
    Chris

    • @TheQuickBooksChap
      @TheQuickBooksChap  ปีที่แล้ว

      I have a video for opening balances and also a video on VAT expenses to help 👍

    • @chrisdaniels9718
      @chrisdaniels9718 ปีที่แล้ว

      @@TheQuickBooksChap can you link me to the video please?

  • @down4first774
    @down4first774 2 ปีที่แล้ว +2

    Really enjoying your videos and learning loads!! I have a question. I plan to use SumUp as a card payment solution for my new limited company but can’t get my head around how to account for the card fees. For example I invoice £100 inc vat and customer pays full amount but received into the business is £95 as SumUp remove fees at point of transaction. This leaves a proportion of the invoice unpaid - Help :-) thanks and keep up the good work!!

    • @TheQuickBooksChap
      @TheQuickBooksChap  2 ปีที่แล้ว

      I have a video on grossing up income - I would recommend the use of a control account - keep it simple and give you confidence its working correctly :D

  • @YouTuber-zc5js
    @YouTuber-zc5js 2 ปีที่แล้ว +1

    Hi,
    Please help me with this, boubce back loan is different than most, I have monthly amount that does not include interest, instead interest is debited on the loan balance on the same day of main monthly payment. So I can't split it. How do I record just interest against the loan payable balance when it is not being directly debited from my Business account?

    • @TheQuickBooksChap
      @TheQuickBooksChap  2 ปีที่แล้ว

      I would add the BBL as a bank to make it easier 👍

    • @YouTuber-zc5js
      @YouTuber-zc5js 2 ปีที่แล้ว

      @@TheQuickBooksChap Hi, thanks for this, an interesting option. So I just add a new bank account (current), then when I categorise transactions from my real bank feed I mark as transfer instead and for interest payments I manually create expense?

  • @СипухаБолотная
    @СипухаБолотная ปีที่แล้ว

    Thank you

  • @annhansen3158
    @annhansen3158 ปีที่แล้ว

    Did I hear you say that using the classifications is only available in a certain level of QuickBooks online?

  • @yolandawaugh5996
    @yolandawaugh5996 ปีที่แล้ว

    how do I delete a bill keyed in error

  • @deadlyslayer3251
    @deadlyslayer3251 2 ปีที่แล้ว

    Thanks this helps me alot please add new tips and tricks

  • @melissajones2036
    @melissajones2036 3 หลายเดือนก่อน

    Thank you