Other Questions

I would like to be able to create custom messages at the bottom of my account statements. How can I do this? It would also be helpful to be able to save statement templates for future use.

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I am starting bookkeeping for a startup company.How should I account when I invoice a client and then pay a percentage of that amount to our associate?How should I account when our associates pay us for training and then we pay the training company?How should I account when the principals put in their money to cover the admin support expense?Thank you!

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Why would my memorized transactions suddenly change the account it is being expensed too ?

When starting QBO I have several (5) outstanding customer receivables. All were invoiced in the previous year and were accounted for in the previous years totals (accrual). Taxes were paid on all five invoices, but payment was not received until this new year. Two of these I set up as an opening balance when I created the customer. I had set the date as this start of the new business year. Is this correct? I didn't input the other three until I find out if what I have done in QBO is correct. How do I post the payment (all A/C invoices have now been paid). I am getting conflicting suggestions, including some that suggest I have to create another invoice, however this would affect inventory wouldn't it? I also don't what to be paying GST twice on   

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Can you split a transaction to show both a purchase of an item and a return of another item in the same transaction? I originally purchased an item which we have already recorded in QBO, it was the wrong item so I returned it and purchased the correct item. The original item was more expensive than the correct item, so the transaction ended up being a partial refund on my credit card. How do I record this correctly?

We purchased a gift card at a discount (paid $50 for $100 gift card). How do I record this in Quickbooks online?Thanks

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My client reconciled about 2,000 bank transactions in the desktop version before converting to QBO.  When I try to start a new bank reconciliation I am given a random starting balance and start date.  Is there anyway to bulk edit the reconciliation status of those transactions or do I have to manually change each transaction?

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Hi all, and Seasons Greatings.     I am doing the bookkeeping for a non profit organization.  We are non funded, no payroll, no tax, and is managed by volunteers.  However, I did set up some accounts to show what we are paying our volunteers in regards to their bus fare, meals, etc.  By the way, I am using QB Desktop, andwhat I want to do is this:  ex:  If Barb brings in a receipt for a total of $100.00 and I have to give her the money back, I want to keep track of where that money is going and into which account that I've created. So for example,                                  Paid Barb $100.00 Acount #4000     is        Meals          &nb

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I used the company cc for personal expences and then paid back the cc from a personal account. how do I record this so that i can reconcile correctly

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Can I display a historical chart of a vendor balance? The chart would (obviously) go up when we make purchases and go down when we paid the vendor. I'd like to see the highs/lows/averages etc balance over time.

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