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.
Are confused by QuickBooks Online sales form labels for nonprofits? Are you looking to invoice your stakeholders (aka customers) in installments in QuickBooks Online? Are you confused by QuickBooks Online sales form labels for nonprofits?
I am answering this question and clarifying the confusion most nonprofit organizations have around the pledges vs. invoices labels in QuickBooks Online.
Are you using Asana to manage your daily projects, but still receiving emails from a team member that says “hi, I don’t know what is on your schedule for today? You are not alone!
In this tutorial, I will show you a quick and easy way to view a team member’s tasks in Asana. Watch the video and follow along with the guide.
Are you dealing with multiple credit cards and messy partial payments? Paying down a credit card bill in QuickBooks Online is one of the challenges we see many users struggle to accomplish. Keep reading to learn how to reconcile your credit card accounts and record the credit card payments in QuickBooks Online using two different methods.
Reconciling your bank account in QuickBooks Online is one of the most important steps many users skip or wait until tax filing time to do.
Reconciling your books should be done on a monthly basis to help your organization catch fraudulent transactions, unauthorized bank fees, and verify your revenue and expenses.
Keep reading to learn how to reconcile your books in QuickBooks Online.
One of the top questions I often get asked by clients is how to track employee reimbursements in QuickBooks Online. There are various ways you can track the receipts to reimburse employees.
In this tutorial, you will learn how to track employee reimbursements in QuickBooks Online using bills and my recommended apps for automating the process.
In QuickBooks Online, a statement is the status of a customer's account at a point in time. It is not a transaction. And, each line on a statement represents sales transaction such as credits invoices and anything that you have processed for that particular customer.
The downside of using statements in QuickBooks Online is that you cannot customize the layout and text that is on it like you could with a sales receipt or invoice. Keep reading to learn what app I recommend to create statements in QuickBooks Online.
Recording bank deposits when you have a mixture of restricted funds and unrestricted funds sitting in your undeposited fund account can be tricky.
If you don’t record the deposit correctly, you will often end up with the amount showing in the “Not Specified” column when you run a statement of financial position by location tracking report. Keep reading to learn how to record restricted and unrestricted bank deposits in QuickBooks Online.
Recording online donations transactions from payment processors like Stripe, PayPal, Vanco Payments Solutions and others is often the process I see many nonprofits neglect to record properly in QuickBooks Online.
In this tutorial, I will show you how to record your online donations from any merchant payment processor using a sales receipt in QuickBooks Online. Continue reading.
