Do more with QuickBooks

Learn from other members on how to maximize QuickBooks success.
Triangletop
Stacy Says – “PayPal is a Bank Account”
How did you categorize PayPal in your Chart of Accounts? Whether you handle sales directly through PayPal or accept PayPal as an online invoice payment method through QuickBooks, it’s important to account for your business’ PayPal transactions so you...
by JamesOng Community Host in Do more with QuickBooks ‎January 19, 2018 3:07 PM
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New Year QuickBooks Checklist for Small Businesses
What checks do you do for your business during the New Year? What usually needs the most attention? Share your insight in the comments! Every New Year brings an opportunity for reflection, learning and growth. We know you’ve achieved a lot this past ...
by JamesOng Community Host in Do more with QuickBooks ‎January 05, 2018 12:21 PM
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Getting Started
I need help in using QuickBooks online. How do I get started?
by Choiceeducation Member in Do more with QuickBooks ‎December 29, 2017 7:10 PM
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Community Questions: How Do I Reconcile an Account?
Reconciliations are a hot topic in the community this month: @mwwkingzuess wants to know where to start, what are the basics of account reconciliation? @Gone-Roping asked what they should do with a large volume of past downloaded credit card transact...
by JamesOng Community Host in Do more with QuickBooks ‎January 19, 2018 4:06 PM
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Concur app
I have a client interested in trying Concur because Expensify has been an absoulte nightmare. They are looking for feedback from anyone who is using it currently for job costing and expense tracking...anyone have any feedback, positive or not? Thank ...
by shallburn Member in Do more with QuickBooks ‎January 19, 2018 3:16 PM
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Stacy Says – “PayPal is a Bank Account”
How did you categorize PayPal in your Chart of Accounts? Whether you handle sales directly through PayPal or accept PayPal as an online invoice payment method through QuickBooks, it’s important to account for your business’ PayPal transactions so you...
by JamesOng Community Host in Do more with QuickBooks ‎January 19, 2018 3:07 PM
2 6
Grossing Up Household Employee
My family just hired a household employee. We plan to pay the worker approx. $12,000 net pay annually, gross up to any employee FICA and income taxes, and to pay the employer FICA, FUTA, etc. Intuit Tax Caster says that the worker will likely get a r...
by razanoth New Member in Do more with QuickBooks ‎January 19, 2018 1:23 PM
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FLSA/LABOR COMMISSION regarding time spend traveling
We decided to start paying our 75 employees to travel in between jobsites, but only at minimum wage instead of their regular hourly wage. We've ran into roadblocks regarding compliance with FLSA and their complicated formula. Does anyone have a spead...
by Kimmyo4 New Member in Do more with QuickBooks ‎January 19, 2018 11:44 AM
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New employee setup with profit sharing needs
We have a new employee starting that is salary, but will also quarterly receive 20% commission on jobs HE completes AFTER his overhead expenses are covered with the employer....salary, materials, vehicle pmt, gas, hotel, payroll taxes, medical, etc. ...
by Ry Member in Do more with QuickBooks ‎January 19, 2018 12:32 PM
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QBO Quick Tips - Function Hotkeys
Some workflow shortcuts are about saving time. Others are about improving organizational habits. Simple solutions can greatly reduce the number of steps needed to complete an action and ultimately, achieve our goals. Learn these QuickBooks tricks and...
by JamesOng Community Host in Do more with QuickBooks ‎January 19, 2018 12:19 PM
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Import Errors
Trying to import IIF and receive error "You must specify a vendor name for the sales tax account". I have looked everywhere online but can't seem to find any resolution. The IIF does import fine into a clean install but will not import into my config...
by az714 New Member in Do more with QuickBooks ‎January 19, 2018 11:51 AM
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Customer Contact list per product purchased
GreetingsI am looking the best least expensive program to create a customer list that bought a certain product during a certain time period so that I can either call them or e-mail them. Example: Customers that bought Spritual Course SP-1234 between ...
by Bushindo New Member in Do more with QuickBooks ‎January 18, 2018 6:49 PM
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Rental units setup
I want to setup established rental MH in QB Pro 2018. Any easy suggestions?
by cst New Member in Do more with QuickBooks ‎January 18, 2018 6:10 PM
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QBO Quick Tips - "Jump-to-Date" Keys in Date Field
Some workflow shortcuts are about saving time. Others are about improving organizational habits. Simple solutions can greatly reduce the number of steps needed to complete an action and ultimately, achieve our goals. Learn these QuickBooks tricks and...
by JamesOng Community Host in Do more with QuickBooks ‎January 18, 2018 2:13 PM
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Treating Customers as Projects
Does anyone use the project feature to assign customers as projects, as an approach to isolate direct revenue and expenses to each customer? If so, how has it worked out? If not, do you know of any reason this would not be an effective option?
by Tee2 Member in Do more with QuickBooks ‎January 18, 2018 11:08 AM
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Direct Deposit
I'm currently using Paypal to invoice and ask for payment from my clients. I plan to switch to direct deposit to eliminate the fee. Is there some sort of paperwork I can give my client that shows my bank information? I don't want to just email them t...
by aafable Established Member in Do more with QuickBooks ‎January 18, 2018 9:08 AM
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Property management
I own a Real Estate Company and have owners who now want me to manage thier rental properties. I need a separate bookeeping for this. I may have an average of 5 to 10 properties at most.
by debirothrealty New Member in Do more with QuickBooks ‎January 18, 2018 5:11 AM
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How to import specific expenses from Receipt Bank?
I use Receipt Bank and integrate it with Gusto. How do I import the expenses that have already been classified and submitted into Receipt Bank? Thanks in advance!
by bennysmalls New Member in Do more with QuickBooks ‎January 17, 2018 10:40 AM
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