Reporting

Understanding Unapplied Cash Payment Income & Unapplied Cash Bill Payment Expenses

By Cathy Iconis | August 8, 2018

We’ve got the answers to why you have the Unapplied Cash Payment Income and Unapplied Cash Bill Payment Expense accounts on your QuickBooks Online report. Where did they come from? Why is QuickBooks Online making the transaction? How do I fix it?

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Job Costing Template in QuickBooks Online Using Transaction Pro Importer

Job Costing in QuickBooks Online Using Transaction Pro Importer

By Cathy Iconis | November 8, 2017

Several years ago, I had a client where we needed to allocate payroll costs across all the jobs they worked on. They had an external time tracking system, so I created a template to just paste their information into a page on a spreadsheet and some other information. The result was a preformatted sheet to…

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Cash Basis versus Accrual Basis Financials in QuickBooks Online

Cash Basis Versus Accrual Basis Financials in QuickBooks Online

By Sherrell Martin | January 13, 2017

Understanding your financial statements is key to managing the numbers in your business. In fact, it’s mandatory. One of the main things you need to understand is the difference between your cash basis financial statements and your accrual basis financial statements. You also need to understand what makes them different in your QuickBooks Online file.…

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Creating a Budget in QuickBooks Online

By Cathy Iconis | November 14, 2016

Creating a budget in QuickBooks Online is a simple 3-step process. To navigate to the budget area, go to the top right Gear Icon, then select Budgeting under Tools. First, you’ll decide if you want to create your budget from scratch or historical numbers. Second, you’ll have the option as to whether you want to subdivide…

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Customized Reporting in QuickBooks Online

QuickBooks Online Customized Reporting

By QBOchat Admin | November 15, 2014

QuickBooks Online users employ a variety of custom reports, and during a recent #QBOchat we discussed different aspects of customized reporting. The conversation ranged from user favorites to apps that make customized reporting easier and even touched on the ways customized reports help users manipulate and interpret QBO data more effectively and efficiently. Reports most…

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