After you've downloaded transactions from your financial institution, you can assign and categorize them. QuickBooks Online analyzes all the information received from the bank for each downloaded transaction to give you the best possible suggestions for accepting the transaction. Review downloaded transactions As you review downloaded transactions, you can assign a payee, category, class, or location to each transaction as needed. To review a downloaded transaction: • From the left menu, select Banking, and choose Banking. • On the For Review tab, select a transaction to open it. The Description column entry indicates the type of transaction. How to Transfer Funds Between Bank Accounts is an excerpt from QuickBooks 2013 LiveLessons (Video Training): For All QuickBooks Pro, Premier and Enterprise Users, 2nd Edition -- 11+ Hours of Video. Click Save and New if you need to receive another payment, or Save and Close if you’re finished. Recording Undeposited Funds If you grouped the payment with other checks, they appear automatically on the Bank Deposit page. I have a 500GB WD My Book the one with the blue rings. Apple did a backup on it so it was formatted for MAC. How can I get the windows XP side to read it? Wd my book for mac on windows. Equipped with WD Backup software for Windows and Apple Time Machine compatibility for Mac, the My Book desktop hard drive can back up your photos, videos, music and documents. The My Book desktop hard drive also works great with Acronis® True Image™ WD Edition software to schedule full system backups. My Book for Mac FAQs How to format a WD hard drive to exFAT or FAT32 file system Answer ID 291| This answer explains how to format a drive in the exFAT or FAT32 file system. • Select a customer or vendor/vendor name from the Select Payee drop-down list to assign a payee to the transaction. If possible, QuickBooks Online displays a matching customer, vendor/vendor, or employee name, or you can select Add new to specify a new payee for the transaction. If you don't select or add a name, the transaction appears in the register without a payee when you add it. • Verify that the selection in the Category field is accurate, or select a more specific Category for entries listed as Uncategorized Income or Uncategorized Expense. You can create additional categories (from your Chart of Accounts) as needed. • Select a Class or Location from the available options. These fields only appear if you have set up classes or locations in your Company Settings. When you are satisfied with the transaction information, you can add the transaction to QuickBooks Online. Assign a payee, category, class, or location to multiple transactions at once For greater efficiency, you can assign a the same accounting information, such as payee, category, class, or location, to multiple transactions at the same time. • On the Banking page, select the For Review tab. • Select the checkbox for each transaction to which to assign the same payee, category, class, or location. You can easily select multiple rows by selecting the first, holding down shift, and selecting the last. • From the Batch a ctions drop-down menu, select M odify Selected. • Use the fields in the Modify Selected dialog to specify the Payee, Category, Class, or Location to assign to all of the selected transactions. • The Class and Location fields only appear if you have set up classes or locations on the Account and Settings (or Company Settings) Advanced tab. • Select Apply. The information you specified is applied to all of the selected transactions. Assign multiple categories to a single transaction (split) There may be times when you want to split a transaction, either a deposit or expense, between different categories. • From the left menu, select Banking, and choose Banking. • On the For Review tab, select a transaction to open it. • Select the Split button to open the Split Transaction window. ![]() • Select a Category and enter an Amount for each category to assign to the transaction until the total amount matches the downloaded amount. You can select Add Lines to add more categories, Reset to start over, or, if necessary, the trash can icon to delete a row. • Select Save and Add. The transaction is assigned to all of the categories you specified, saved to your register, and moved from the For Review tab to the In QuickBooks tab. Assign a billable customer to a transaction To assign a billable customer to a transaction, you must first turn on the Billable Expenses option, and then assign the customer. To turn on the Billable Expenses option: • Select the Gear icon on the Toolbar. • Under Your Company, select Account and Settings (or Company Settings). ![]() • From the left menu, select Expenses. • In the Bills and expenses section, select the pencil icon to open the fields for editing. • Make sure that that the following options are turned on: • Show items table on expense and purchase forms • Track expenses and items by customer • Make expenses and items billable • (Optional) Select the Markup with a default rate checkbox to enable markup and enter a rate. • (Optional) Select the Track billable expenses and items as income option to use one or more income accounts to track billable expenses.
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