Online Banking: Updating your register

When you use online banking, you either import or download transactions from your financial institution. Some of those transactions may already be in QuickBooks, but some may not be. Updating your register means: You add any transaction from your … [Read more...]

Online banking: Using Web Connect

Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial institution's website. Then you import that file into QuickBooks. To use Web Connect, … [Read more...]

Buying and setting up the QuickBooks 1099 Assistant for QuickBooks 2010 and 2011

Other articles: Using the updated 1099 Wizard | Managing the 2011 tax year 1099 changes manually in QuickBooks (Update 1/31/2012: If you haven't already downloaded this app, it's no longer available as of 1/31/2012. But don't panic! You can still … [Read more...]

Importing PayPal transactions into QuickBooks for Mac

PayPal is everywhere. Over eight million businesses use PayPal to process their credit card transactions and the numbers keep growing. Manually recording PayPal transactions in QuickBooks for Mac can be time-consuming and tricky, especially for … [Read more...]

Video: Overview of the Customer Center

In this video, I show you how to add customers and jobs using the Customer Center. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. We’re going to dig into … [Read more...]

QuickBooks 2010 Tutorials: Basic Tasks

These videos were included with QuickBooks 2010 for Mac. If you're using the latest version, QuickBooks 2011 for Mac, these videos may still be useful for you. There were only minor changes for Quickbooks 2011 for Mac in these areas. Creating an … [Read more...]

Progress invoicing in QuickBooks for Mac 2011 and earlier

Editor's note: This is the manual process for progress invoicing you can do for Quickbooks for Mac 2011 and earlier. If you have QuickBooks for Mac 2012, then you can use the new progress invoicing feature. Progress invoicing, or “progress … [Read more...]

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