How to handle a customer credit balance in QuickBooks Online, including credit memos, refund receipts, and moving a credit from one customer to another.
How to run paychecks with correct tax calculations in QuickBooks Online, including net-to-gross entries, FUTA limits, and fixing runs that calculate no tax.
Explains how Cost of Goods Sold posts in QuickBooks Online, which item settings control it, and what to check when costs are missing from reports.
How to move money between accounts, pay bills by bank transfer, accept ACH payments, and record trust-to-operating transfers in QuickBooks Online.
Where to find Account and settings in QuickBooks Online, and how to change the settings people ask about most: account numbers, estimates, 1099s and aging.
How to create a credit memo in QuickBooks Online, apply it to an open invoice, refund it, and when to use one instead of a journal entry or refund receipt.
Explains how to change the email message QuickBooks Online sends with invoices, work around the fixed font, keep proof of sends, and fix failed emails.
How to change the columns in QuickBooks Online transaction lists, reports, and sales forms, including period comparisons and form limitations.
How to use QuickBooks Online custom form styles to restyle invoices, estimates, and sales receipts, plus the limits on logos, credit memos, and shading.
Covers the QuickBooks Online start-over tool: what it erases, who can use it, what to check first, and the fallback when it is not offered.
This page explains how to record owner draws, handle personal income tax payments, set up equity accounts, and manage entity changes in QuickBooks Online.
How to sort, deactivate, correct, import, and review 1099 vendors in your QuickBooks Online vendor list, with each step explained.
How to print voucher checks in QuickBooks Online: choosing check-on-top stock, selecting the Voucher style in print setup, and fixing alignment.
How to close invoices and track customer payments an IRS levy diverts in QuickBooks Online, then apply the amounts against the taxes you owe.
How to record an owner draw in QuickBooks Online, the equity accounts to set up first, and how to take cash from a customer check at deposit time.
How to enter expenses in QuickBooks Online, split one purchase across two payment methods, record credit card charges, and simplify the entry form.
How to record insurance premium payments, refunds, and payroll deductions in QuickBooks Online, including W-2 reporting for health insurance.
Learn how to purge all data and start fresh in QuickBooks Online within the first 60 days, and what to do if you have passed that window.
How to set up a recurring sales receipt in QuickBooks Online that charges a customer's card on a schedule, and what to check when a charge fails.
How to add overtime pay types for salaried and hourly staff in QuickBooks Online, split overtime by job with classes, and check the tax and report totals.
How owner's equity works in QuickBooks Online, with setup steps and posting rules for sole proprietors, partnerships, and corporations.
How to undo or correct a past reconciliation in QuickBooks Online, why manual unreconciling creates new problems, and how to find the cause first.
How to open the QuickBooks Online Audit Log, filter it by user, date, and event, and use it to trace the change behind a discrepancy.
How to open the Bank Register in QuickBooks Online, what the cleared and reconciled letters mean, and how to print it when the register cannot.
How parent and sub-accounts work in QuickBooks Online, including how to create a sub-account, keep reports accurate, and fix totals that do not add up.
Learn how expense categories work as Chart of Accounts entries in QuickBooks Online, how to add one, and how to stop unwanted pre-filling.
How to open QuickBooks Online's Custom form styles editor, change logos, colors, fonts and templates, edit fields, and handle window envelope printing.
How to close a QuickBooks Online company for good: cancel a paid subscription, let a trial lapse, and how long Intuit keeps your data.
How to send invoices, estimates, statements, and reports by email from QuickBooks Online, with the settings to check first and fixes when mail goes missing.
How to locate and fix missing or duplicated records in QuickBooks Online, including VAT returns, check numbers, and bank feed transactions.
What you can import into QuickBooks Online, the file formats it accepts, and how to upload bank transactions without creating duplicates.
How to turn on multi-currency in QuickBooks Online, set the currency a customer pays you in, and what the feature does to invoices and reports.
How to print packing slips from invoices in QuickBooks Online, what the software will not do, and how to customize the sales forms they come from.
How to record customer deposits and retainers as liabilities in QuickBooks Online, then apply them to the final invoice so income is not overstated.
This page explains how to enter credit card charges in QuickBooks Online, pay down the card balance, and reconcile each statement, credit balances included.
How to send a product suggestion or feature request to Intuit from inside QuickBooks Online, and where that feedback actually goes.
How to send a product suggestion to Intuit from inside QuickBooks Online, what the feedback tool cannot do, and the limits users report most.
How to build a recurring sales receipt template in QuickBooks Online, choose a schedule, handle the charge each period, and pause or edit it later.
A guide to expense accounts in QuickBooks Online, covering the Chart of Accounts, items versus accounts, class tracking, and payroll posting.
Steps for recording a transfer between bank accounts in QuickBooks Online, moving an amount between classes, and importing a desktop company file.
How to remove a reconciled status from individual transactions in QuickBooks Online, and how an accountant user can undo a full reconciliation.
How batch actions in QuickBooks Online work for bulk emailing customers, sending invoice reminders, excluding bank transactions, and hiding old products.
How to turn on class tracking in QuickBooks Online, assign classes to transactions and splits, run reports by class, and edit or restore classes.
A practical guide to opening, editing, and printing a QuickBooks Online check register, with steps to fix a balance mismatch.
How to create a credit memo in QuickBooks Online, apply it to an open invoice, or turn it into a refund the customer actually receives.
How to delete a recorded sales tax payment in QuickBooks Online, and why the Sales Tax Center can show taxable sales above gross sales.
How to connect a bank account for automatic downloads, upload files for older transactions, edit items before adding them, and fix common import problems.
Explains how to add, configure, and remove users in QuickBooks Online, covering role types, time‑tracking setup, master admin transfer, audit log review, and fixing unresponsive pop‑up windows in the Mac app.
How to confirm matches in the For review list in QuickBooks Online, with fixes for payroll, bill, and account type matching errors.
A practical guide to recording invoice payments, adjustments, and corrections in QuickBooks Online without creating duplicate entries.
How to record freight, duty, and other landed costs in QuickBooks Online with a custom asset account and journal entries when you do not use inventory items.
A plain-language guide to setting up loan accounts and recording loan proceeds, payments, interest, and repayments in QuickBooks Online.
Learn how to configure service items, employee time tracking, timesheets, and billable expenses in QuickBooks Online so hours and costs flow correctly into invoices.
Explains how QuickBooks Online holds customer payments in Undeposited Funds, how to record the bank deposit, and how to deposit payments straight to the bank.