Micro-workout for QuickBooks Online

Two Reports I use for Paying Bills from QuickBooks Online

Depending on your QuickBooks subscription level, there are various reports you can use to determine what vendors you need to pay. My two favorite reports are the Accounts Payable Aging Summary, and the Accounts Payable Aging Detail. This micro workout video shows you how to find the reports, as well as how to star them …

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Deleting a Bank or Credit Card Account Connected to the Bank Feed

Deleting a bank or credit card account connected to the bank feed is a two-step process. This micro workout quickly walks you through the steps necessary to correctly remove the account. An important note is you want the balance in the account to be zero before deleting (“Make In-Active”) the account, otherwise, QuickBooks will put …

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