Record a refund from the supplier into the QuickBooks Online (QBO) accounting software

Use a bank deposit feature from the QuickBooks Online (QBO) +New menu to record a refund from the supplier and offset it with the supplier credit you entered.

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How to record retention in QuickBooks?

Retention is money withheld by the customer of a contract (project); protect the customer against incomplete or defective works.

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What’s your budget?

Small businesses are usually more concerned about cash flow and day-to-day operation, but having a budget is extremely important when moving towards a new normal. With limited resources, it is more crucial to monitor the performance in an uncertain market.

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Select all transactions when reconciling bank in QuickBooks Online

The objective of reconciliation is to match the transaction and balances between the ledger in QuickBooks Online (QBO) and the bank statement and pick up data entry errors.

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QBO – Online Delivery Invoice

Online Delivery is a term used by QuickBooks Online to deliver an HTML formatted invoice via email. It tracks the progress from the moment the customer opens up the email to making payment.

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Switch over to QuickBooks Online

Simple, but yet could be challenging for some. Switching over to new software, often, get overwhelmed by the rich features available; confused and wouldn’t know where to start. Although QuickBooks Online (QBO) is a cloud-based accounting system, suppose to be easy to use, it may still be challenging for some. After entering the company name […]

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