2020

1099-NEC Form Mapping Process in QuickBooks Online

1099-NEC Form Mapping Process in QuickBooks Online

Have you seen the new 1099-NEC form updates in QuickBooks Online? Keep reading to find out the two new features to the 1099 wizard and transaction detail report in QuickBooks Online that will make filing your 1099s easier in 2021.

How To Track Vendors' W-9 Status in QuickBooks Online Advanced

How To Track Vendors' W-9 Status in QuickBooks Online Advanced

Do you struggle with keeping up with W-9 forms from your service vendors? Learn how to create and use a custom field to track the tax classification status of your vendors in QuickBooks Online Advanced.

How To Track Vendor Types in QuickBooks Online Advanced

How To Track Vendor Types in QuickBooks Online Advanced

Is your organization currently struggling to keep track of the different types of vendors you pay? Do you need the ability to segment your vendors in QuickBooks Online?

In this tutorial, we show you how to create vendor types in QuickBooks Online Advanced to track the different suppliers you pay without making your chart of accounts excessively long and complicated.

Exportmybooks.com App: Back Up QuickBooks Online to QuickBooks Desktop

Exportmybooks.com App: Back Up QuickBooks Online to QuickBooks Desktop

Have you struggled to back up your QuickBooks Online file? Want to know how to export your QuickBooks Online data to QuickBooks Desktop without using Internet Explorer and messing with your security system? In this tutorial, I am going to show you how to eliminate these problems using the exportmybooks.com app.

How to Record Your Ministry’s Beginning Fund Balances in QuickBooks Online

How to Record Your Ministry’s Beginning Fund Balances in QuickBooks Online

If you have been using QuickBooks Online for a while, you will notice every year on January 1st or the beginning of your fiscal year, your net surplus or deficit from all of your fund balances closes to the QuickBooks Retained Earning equity account.

In this tutorial, I will show you how to record your beginning fund balances and closeout your QuickBooks Retained Earnings balance to net assets.

How to Release Used Restricted Funds For Your Ministry in QuickBooks Online

How to Release Used Restricted Funds For Your Ministry in QuickBooks Online

In this tutorial, we focus on how to release spent funds from the restricted class to the general fund class in QuickBooks Online. There are two different methods to record the release of used funds from restriction. Keep reading to find out more.

How to Record Ministry Expenses for a Restricted Fund in QuickBooks Online

How to Record Ministry Expenses for a Restricted Fund in QuickBooks Online

You collected funds for your mission fund initiatives. It is now time to disburse the funds to all of the wonderful charities your ministry supports around the globe. How do you record all the expenses in QuickBooks Online?

In this tutorial, I will show you how to record your ministry expenses for a restricted fund in QuickBooks Online continuing with my four-part blog series.

How to Record Restricted Contributions for Your Ministry in QuickBooks Online

How to Record Restricted Contributions for Your Ministry in QuickBooks Online

Recently, I have been getting questions from churches wanting to know how to track restricted funds in QuickBooks Online.

In this tutorial, I will explain what a restricted fund is and show you how to record restricted contributions for your ministry in QuickBooks Online. This is part one of tracking restricted funds for churches series.

How to Record a Returned Sales Receipt Payment in QuickBooks Online

How to Record a Returned Sales Receipt Payment in QuickBooks Online

Do you have customers that keep sending you NSF checks? Are you using journal entries to record returned sales receipt payments from customers?

The problem with using journal entries is you bypass the sales form and expense form when you record the transaction this way and it makes it harder to see which customer’s profile was impacted by the returned payment.

In this tutorial, I will show you how to record a returned sales receipt payment and the bank fee without using a journal entry.

How to Record and Reconcile Stripe Transactions in QuickBooks Online

How to Record and Reconcile Stripe Transactions in QuickBooks Online

Are you using a donor management system or a CRM that uses Stripe as the payment gateway? If you only record the net sales amount that shows up on the bank feeds, you are understating your revenue and expenses. In this tutorial, I walk through my process to record and reconcile Stripe transactions in QuickBooks Online.