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Know how you can customize, attach documents, and email sales forms to your clients with QuickBooks Online. Sales forms are nothing but the credit memos, invoices, statements, estimates, sales receipts, and purchase orders that your send to your clients.  Till this date, customizing credit memos, invoices, statements, estimates, sales receipts, and purchase orders were really limited in QuickBooks Online. But now, the new Sales Form Customization features are allowed to send forms having the best professional style and format that… Read More »How to email and customize sales form in QuickBooks Online

Let’s know to take a review of your beginning balance and check the issues related to your accounts which still have not reconciled. In case, this is the first time you are reconciling an account and if the beginning balance is off, you do not worry. An incorrect opening balance is a reason behind the cause of various beginning balance errors. This is the starting point of the account you made while you first created it in QuickBooks. You should… Read More »How to fix issues the first time reconcile an account in QuickBooks Online

This blog is all about how you can combine various other transactions into one single record in order to match QuickBooks to real-life bank deposits. Most of the time whenever you deposit money at your bank, you deposit various payments from sources all at the same time. Your bank normally records all these as one record with a single total. When you fill out the identical deposits as different records in QuickBooks, they will not match in the order your… Read More »How to record and make bank deposits in QuickBooks Online

Today’s blog is all about how you can change the template of a recurring transaction in QuickBooks Online. We know that recurring templates help us a lot to save our precious time. Basically, recurring templates are made to create invoices, expenses, and other tasks automatically that’s we do on a regular basis. There are a few situations where we need to make some changes in the recurring template and it is quite a tricky method. So we have provided all… Read More »How to edit a recurring template in QuickBooks Online

Learn in a very simple way that how you can create and send the same invoice for multiple customers. This feature is only applicable to the QuickBooks Online Essentials and Plus subscription members. The best part you will like about this feature is you do not need to create the same invoice every time for multiple customers. You will just have to set up an unscheduled recurring invoice in order to make an alteration in the template and send it… Read More »How to create the same invoice for multiple customers in QuickBooks

It is very important to reconcile your accounts so it gives a proper matching report of your bank and credit card statements. As that for balancing your checkbook, you must have to check your accounts in QuickBooks to ensure that they are matching with your bank statements and credit card statements. This whole process is known as reconciling. If you have the statement of your bank right away, you need to compare all of your transactions with those entered into… Read More »How to reconcile an account in QuickBooks Online

For reconciling an account correctly, your beginning balance in QuickBooks Online should match with the beginning balance on your bank statement. So if you want to know more about how you can beginning balance is calculated and why it is needed for your business, let us discuss everything. The last opening balance can be affected if the reconciled transactions were deleted, added, or changed. So it is very important to identify and resolve discrepancies with the help of various reports… Read More »Beginning balance discrepancies in QuickBooks Online

At the end of the article, you will be able to resolve the problem when your account in QuickBooks Online is not matching with your bank statement at the end of the reconciliation. After every reconciliation of your account, we compare transactions in QuickBooks with that traction on our bank statements. According to a correct conciliation process, the difference between these two transaction records must be $0.00. Suppose what can you do if the difference is not $0.00. Well, you… Read More »How to fix issues during a reconciliation in QuickBooks Online

At the last moment of reconciliation, users mostly view a small amount of leftover. That is actually called a discrepancy. When reviewing all the things for correctness, you will get if this discrepancy is just an error. If there is only a tiny amount of leftover, QuickBooks allows you to make an adjusting entry. This feature of QuickBooks that push your accounts to balance so you could complete the reconciliation. Take it as a solution when you are not able… Read More »How to enter an adjusting entry for reconciliation in QuickBooks Online