By When you write a check in QuickBooks Online (QBO), you need to assign the expense for which you’re writing the check to either an account or an item, and you can assign one check to both accounts and items. Follow these steps to enter and print a check: • On the Expense Transactions page, click the Create New button. • From the list that appears, click Check. QBO displays the Check window shown. The window is divided into several sections: • The Header section: Displays the balance in the selected checking account, the selected payee and the payee’s mailing address, the payment date, the check amount and number, and the option to print the check later. • The Account Details section: You use this when the expense is not related to an item you’ve defined. • The Item Details section: You use this when you’re writing a check to pay for a product or service you purchased. You typically write a check using either the Account Details section or the Item Details section, but not both. However, you can use both sections. If you won’t be using a section, you can hide it by clicking the downward-pointing arrow beside the section name. • The Footer section: Contains the check total, the Memo box, and the box you use to attach an electronic document to the check. Free drum software for metal. Recurring Expenses and Bills in QuickBooks. Learn about memorizing transactions. You will save yourself time–and time is money! Q: I run a store and would like to save time by setting up recurring bills and expenses. I find myself entering the same rental expense and the same electric bill each month. Is there a way to save time on this? May 16, 2014 Learn how to set up a new recurring billing in QuickBooks 2014. This is great to know if you have clients that are billed each month, week, or however you have your invoicing set up. QBO displays the balance in the currently selected bank account. • Choose a payee and an account from which to make the payment. Along with the payee’s address information, QBO displays information from previously entered transactions unless you haven’t entered any transactions for that payee yet, or you have disabled the setting to display previously entered transaction information in Company Settings. If a pane appears on the right side, it displays transactions you might want to link to the check you’re writing. Download pdf reader for mac pro. On the other hand, if the check you’re writing has nothing to do with any transaction that appears in the pane, just ignore the pane. • Double-check the payment Date, and Check Number, and make an appropriate selection in the Print Later check box. • Assign part or all of the check to an expense account or an item using the Account Details section or the Item Details section. To assign a portion to an expense account: If you intend to assign the check to only expense accounts or only items, you can hide the section of the Check transaction window that you will not use. Click the downward-pointing arrow beside the section title. • Click in the Account column and select an appropriate expense account for the check you are recording. You can type characters that appear in the account name and QBO will help you find the account. • In the Description column, type a description of the expense you’re paying.
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