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  • How to add the account summary on an invoice template

    The Account Summary lets you show your customers new charges, while reminding them that they still have a...

  • How to sort the customer list by last name

    In QuickBooks Online, you can manually re-sort the customer list by last name first. Note  If a customer is...

  • How to set up petty cash

    Petty cash is a convenient supply of cash you can use to make immediate payments for goods and...

  • Transfer funds between accounts

    Learn how to record a funds transfer between two accounts. When recording a funds transfer between two...

  • How to record a wire transfer

    How you record a wire transfer depends on the purpose of the wire transfer. You can record it as an expense...

  • Set up and use estimates and quotes

    Learn how to set up and use estimates and quotes in QuickBooks Online. Do you want to add an estimate to an...

  • 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...

  • Know more about the expenses page

    The Expenses page is a central area to view and work with your company's money-out transactions. To get to...

  • How to add or edit transactions in a register (or account history)

    You can add or edit transactions directly in some registers (or account histories). Some registers (such as...

  • 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...

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