Mark Calatrava

This guide will teach you how to reconcile credit card accounts in QuickBooks Online to ensure that the credit card activity in the platform matches your credit card statements. We’ll also share some of the common errors that you may encounter, along with some tips to locate discrepancies.  Step 1: Navigate to the ‘Reconcile’…

In this guide, we’ll show you how to complete a bank reconciliation in QuickBooks Online, which can help verify that all the activities in your bank account are recorded accurately. To successfully reconcile your transactions against your bank statement, the difference between the ending balance and cleared balance should be zero. If the difference isn’t…

This guide will cover how to manage downloaded credit card transactions in QuickBooks Online. You’ll learn how to match transactions to existing entries, add them as new transactions, or choose from multiple potential matches. Also, we’ll cover how to create a rule to help QuickBooks better remember similar transactions.  Step 1: Go to the…

In this tutorial, we’re going to cover how to import bank transactions into QuickBooks Online. You’ll learn to connect your bank account to the system, which is necessary for automatically importing transactions into QuickBooks, and to import transactions manually, which is recommended if your bank isn’t supported by QuickBooks or you aren’t comfortable connecting your…

This tutorial shows how to set up a customer statement in QuickBooks Online—which can be a helpful way to remind your customers of their outstanding invoices. We’ll explain the different types of QuickBooks statements and how to customize your statement before sending it to your customer.  Frequently Asked Questions (FAQs) Wrap Up You now…

In this tutorial, we will teach you how to enter bills in QuickBooks Online. Additionally, we will show you how to review the bill you just added and how to check outstanding bills specifically related to a vendor. Seeing a Different Left-side Navigation Menu? The Bills tab shows a list of all the bills you…

This short tutorial presents the steps on how to run an accounts payable (A/P) aging report in QuickBooks Online. You’ll learn how to generate an A/P report using default settings and how to customize it so that it shows only the elements you want. We will also show a sample A/P aging report that you…

This tutorial presents how to run an accounts receivable (A/R) aging report in QuickBooks Online. You’ll learn how to create a basic A/R aging report and modify it using both basic and custom settings. We’ll also present a sample A/R aging report that you can use as a guide when generating your own report. What…

In this article, you’ll learn how to run a profit and loss (P&L) statement in QuickBooks Online. A P&L report, also called an income statement, consists of income, expenses, and net profit over a specific period. This guide will teach you how to set up basic options for the P&L report and how to customize…

In this lesson, we’ll illustrate how to create a balance sheet in QuickBooks Online. First, we’ll show you how to generate the balance sheet with basic setup options, then we’ll teach you how to further customize the report. We also included a sample balance sheet, and we’ll walk you through its different sections.  Step…

In this lesson, we’ll teach you how to run a statement of cash flows in QuickBooks Online. You’ll learn how to set up general options for your cash flow statement and how to customize it using the different elements available in QuickBooks.  Step 1: Locate ‘Statement of Cash Flows’ Click Reports in the left…

In this guide, you’ll learn how to write and print checks for bills that haven’t been entered. If you need to make payments for bills previously recorded in the platform, head over to our QuickBooks Online tutorial on how to pay bills that have already been entered.   Why You Should Write and Print Checks…