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  • Create customer statements

    Learn how to use statements to show customers a summary of their invoices, payments, credits, and balances....

  • How to correct a customer's credit card payment that was processed twice by mistake

    When a credit card payment is accidentally charged twice for a customer, the resolution process will depend...

  • Vendors overview

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

  • Set pricing rules

    Learn how to set pricing rules in QuickBooks Online. Pricing rules let you control the price of your...

  • Update your Payments deposit account for QuickBooks Online

    If you use QuickBooks Payments for credit card processing, it's easy to update where your funds get...

  • How to record donations received

    You can modify the standard sales forms to enter donations you receive. Update the title for standard forms...

  • Import customer list to Outlook

    Learn how to import your customer list in QuickBooks Online to Microsoft Outlook. While the customer list...

  • Change the account for a product/service item

    Learn how to change the income account for any of your product or service items in QuickBooks Online. Need...

  • Reverse or delete a journal entry

    Learn how to reverse or delete a journal entry in QuickBooks Online. You can either reverse a journal entry...

  • Unmatch or move bank transactions after reviewing them

    Learn how to edit matched or added transactions downloaded from your bank after you review them in...

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