Search results
Need to change multiple transactions or move them to a different account? In QuickBooks Online Accountant and QuickBooks Online Advanced, you don’t have to edit them one at a time. Use the reclassify tool to save time and make the same change to multiple transactions at once.
Use the reclassify tool to save time and make the same change to multiple transactions at once. In this article, you'll learn about: The types of transactions you can't move. How to reclassify and move transactions. Frequently asked questions.
- Ways to Enter Past Sales and A/R Transactions
- Record Historical Vendor Transactions
- Record Historical Bank Transactions
There are two ways to enter past sales and A/R transactions. Both methods ensure accurate reporting. Chronologically: Enter transactions (charges, invoices, credits, payments) in the same order they were created or received. This method creates a record of all the invoices you sent. In Batches: If you don't have time to record your charges in order...
Enter your past vendor transactions in the following order so that you can properly apply the credit and the payment to the bill, just as you do in normal recording:
If you're entering historical transactions for more than a one-month timeframe, enter the transactions one month at a time and then reconcile all bank accountsbefore going to the next month.If you're using online banking to download some of these transactions, we can't provide more than 90 days of downloads. Anything before the 90 day period will need to be manually entered.Oct 12, 2023 · Let’s go over how to review the transactions downloaded from your bank and how to categorize and confirm them so your books are accurate. We have over 100 step-by-step tutorials to help you ...
- 4 min
- 140K
- Intuit QuickBooks
Learn how to enter a split transaction in QuickBooks Online. When you enter a transaction into the register, only one account can be associated with it. But if you need to list multiple accounts, here’s how.
May 2, 2021 · This tutorial provides a helpful walk through transaction coding in Quickbooks Online. It shows how to select the proper account names to complete your transaction coding. Multiple...
- 13 min
- 891
- Simple Bookkeeping Solutions
Review and manage bills. Sign in to your QuickBooks Online account. Go to Expenses, then Bills ( Take me there ). The Bills page contains the For review, Unpaid, and Paid tabs. Select one of the tabs to view bills in that status and see available Actions:
