Mark Calatrava

In this tutorial, you’ll learn how to set up email messages for your customers in QuickBooks Online. First, we’ll cover how to set up your company-wide default email message to accompany invoices and other sales forms. Then, we’ll show you how to override the default message with a custom message for your invoices, estimates, and…

This guide will cover how to transfer funds in QuickBooks Online. We’ll show you how to record the transfer and then review or edit the transfer of funds in the bank account check register. You may need to transfer funds frequently between bank accounts in QuickBooks to track bounced checks, avoid overdraft issues, and maintain…

In this tutorial, you’ll learn how to record a bounced check in QuickBooks Online. There are multiple ways to do this, but we present what we believe is the most efficient while still maintaining a paper trail and making reconciling your QuickBooks banking activity as simple as possible. To teach you how to record a…

In this tutorial, you’ll learn how to receive payments in QuickBooks Online while offsetting the accounts receivable created when you issued an invoice. We will also show you how to verify whether the payment was applied correctly. If you’re looking to learn how to receive payment when no invoice has been issued, then head over…

In situations where an invoice is not issued, such as when a customer pays for goods or services immediately, a sales receipt is necessary to record the payment in QuickBooks. As such, we’ll show you how to generate a QuickBooks Online sales receipt while recording a customer payment. We’ll also teach you how to email…

We’ll teach you how to manage QuickBooks Online bank feeds—a feature that allows you to automatically import bank and credit card transactions directly into QuickBooks Online. Once your transactions are imported, we’ll cover how to add them to the check register as a new transaction or match them to an existing transaction. We’ll also show…

This tutorial looks at how to enter a credit card refund in QuickBooks Online so that you can reduce your credit card balance by the vendor credit when a charge is reversed or reduced. We’ll also show you how to find the credit in the register, review the details, and make changes if needed. Step…

In this tutorial, you’ll learn how to set up and customize sales form content and preferences that will flow to invoices, estimates, and sales receipts in QuickBooks Online. Customizing your sales forms in QuickBooks lets you create professional-looking invoices and receipts that reflect your brand and provide all the necessary information for your customer. Create…

In this tutorial, we’ll walk you through the process of how to pay bills in QuickBooks Online by printing checks. You’ll also learn how to submit electronic payments for free through the Online Bill Pay feature. Pay Bills by Check Pay Bills Electronically Why You Should Use Online Bill Pay in QuickBooks Online Bill Pay…

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…