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  • What is a Balance Sheet report?

    A Balance Sheet report gives you a financial snapshot of your company as of a specific date. It calculates...

  • Do I need to back up my data with QuickBooks Online?

    The security of your data is our first priority. That's why QuickBooks Online automatically backs your data...

  • How to convert an estimate into an invoice

    After a customer accepts your estimate, you can easily turn it into an invoice for billing. (If you want to...

  • How to reverse or delete a journal entry

    You can easily reverse a journal entry you want to correct or update, or you can delete a journal entry...

  • How to use and manage product categories

    You can easily organise the items you sell by classifying them.  Learn how to use and manage product...

  • How to pay for business expenses with personal funds

    While it is not advisable to mix personal and business funds, you may encounter situations that will...

  • Vendors overview

    The Vendors page is where you keep track of the vendors you work with. Vendors are people or companies that...

  • How to unmatch and delete downloaded transactions

    To delete a downloaded banking transaction that has been matched to a transaction in QuickBooks without...

  • How to view your Retained Earnings account

    Your Retained Earnings account shows the total of your company's income and expenses from all previous...

  • How do I switch companies?

    If you are subscribed to more than one company, you can switch between them quickly: Select the Gear icon...

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