The Small Business Doer

QuickBooks Online Tutorial for small business people setting up their books for the first time.

You overpaid a vendor bill, so how do you handle this bill overpayment in QuickBooks?

This article will show you how to enter the overpayment, receive a credit, enter a refund (if you got one), and use the credit on another bill or the refund you received.

The best way to keep your financials organized is to make sure your bookkeeping is entered in a timely and consistent way. That’s where a QuickBooks bookkeeping system comes in handy.

This article will show you how to enter into transactions involving foreign funds when you don’t have a multicurrency version of Quickbooks.

When receiving a payment in QuickBooks, whether for an invoice or for a sales receipt, do you put the money into undeposited funds or straight into a bank account?

In Quickbooks, you can process a Vendor Refund by Entering a Credit Card Charge, Recording a Deposit to a Bank Account, or by entering a Vendor Credit. This article will show you when to use which method.

Quickbooks auto-calculates taxes for you when you enter a receipt. This doesn’t work with tips. Learn how to properly enter a receipt with a tip into Quickbooks.

I need some feedback.

I have started to make how-tos and tutorials for Quickbooks at http://www.smallbusinessdoer.com/quickbooks/. I intend to post an average of 5 per week.

I have completed my first videos on the subject matter of using the holding account of undeposited funds to receive payments vs forgoing the undeposited funds and deposits payments directly to bank account (sexy subject, I know!)

What I need is people who have actually used Quickbooks, to watch the videos / read the post and give me some constructive feedback. I haven’t felt entirely happy with the videos, but after about a week of working on this, I figured I should get it out and create some more videos to gain more experience and feedback.

When you go to enter a date in Quickbooks, the format of the date (ex: dd/mm/yyyy or mm/dd/yyyy) may not the format you would like it to be. How do you change this?

The date format is all based on your computer’s regional settings.

What many Canadian business owners don’t know is that receipts and bills that you collect when you purchase items and sales receipts and invoices that you issue to customers have to contain certain information according to the CRA (Canadian Revenue Agency).

These are the guidelines for for receipts to be considered legitimate for the GST/HST Input Tax Credit.