Mark Calatrava

This tutorial covers how to customize the expense settings in QuickBooks Online to match your company’s needs. These settings let you activate important features and disable those you don’t need, as well as set up custom options, such as adding a markup to expenses billed to customers. Step 1: Navigate To Account and Settings Click…

You should consider upgrading from QuickBooks Self-Employed to QuickBooks Online if you have transitioned from a freelancer or a contractor to a small business, or you just want the additional features of QuickBooks Online. Today, we’ll show you how to upgrade from QuickBooks Self-Employed to QuickBooks Online using the automatic transfer wizard. After the conversion,…

QuickBooks Premier and QuickBooks Accountant Desktop are built for different purposes. Premier is designed for businesses, entrepreneurs, and independent contractors with experienced in-house bookkeepers. Meanwhile, QuickBooks Accountant Desktop is tailored to independent bookkeepers and accountants who manage the accounts of multiple clients, each of whom may be in a specialized industry. QuickBooks Premier vs Accountant…

The main difference between QuickBooks Pro and QuickBooks Premier is that Premier has industry-specific editions—manufacturing and wholesale, retail, contractor, nonprofit, and professional services: QuickBooks Pro is more affordable and works best for small businesses with general accounting needs. QuickBooks Premier is preferable for growing businesses that operate in one of the industries it’s built for….

QuickBooks Contractor, a special edition of QuickBooks Desktop Premier software, is tailored to businesses in the construction industry. It includes special features and reports to help you budget and account for the costs of large jobs. QuickBooks Contractor, like the general business edition of QuickBooks Premier, has prices that start at $799 per year for…

QuickBooks Desktop Pro, the entry-level version of QuickBooks Desktop, is a locally installed accounting solution that lets you make payments and deposits, send and track invoices, and run payroll within a single platform. It includes key accounting features, such as bank reconciliation, accounts payable (A/P), accounts receivable (A/R), inventory, and sales tax management. Prices start…

You can pay your credit card invoices in QuickBooks Desktop via two methods: pay when reconciling your credit card account and pay without reconciliation. This tutorial covers both. To understand the instructions better, we recommend that you follow along in your QuickBooks Desktop account. If you don’t have an account, you can choose from QuickBooks…

If you have vendors that you pay regularly, consider setting up recurring payments in QuickBooks Desktop to streamline your transaction process. You can do this either by creating a new check or using an existing one. We’ll show you how to set up recurring payments to vendors in QuickBooks Desktop with a new and existing…

We’ll cover how to import bank transactions into QuickBooks Desktop through two methods, with the first one via setting up a direct connection, or bank feed, between your bank account and QuickBooks Desktop. The second is by WebConnect (.qbo files), which doesn’t require QuickBooks to access your online bank account. We’re glad you’re taking the…

If you’re using credit cards to purchase items or pay bills in QuickBooks Desktop, then you need to know how to enter the charges correctly so that you have accurate financial statements. Today, we’ll teach you how to enter credit card charges in QuickBooks Desktop Pro and Premier. We’ll cover the regular method and a…

In this tutorial, we’ll walk you through the step-by-step process of how to reconcile a credit card balance in QuickBooks Desktop, which is crucial to keep your financial transactions accurate and your company safe. We’ll teach you how to trace transactions from QuickBooks to your credit card statement and vice versa. If you aren’t a…

In this tutorial, you’ll learn how to void a check in QuickBooks Desktop for bill payment checks and payroll checks already issued but not yet cashed or deposited. We’ll also cover the instances when you should void a check. This tutorial is more useful if you follow along in your QuickBooks Desktop account. If you…