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QuickBooks Online Bank Feed Category History

QuickBooks Online Bank Feed Category History

by Kelly Thompson | May 22, 2023 | Accounting, Courses, Information Technology

Inside the Bank Feeds in Quickbooks Online, there is a new Categorization History feature where you can see your most used and last used coded accounts. To access this new feature:  go to your Banking screen  select a transaction  at the bottom of that expanded...
2023 QuickBooks Online Improvements

2023 QuickBooks Online Improvements

by Kelly Thompson | Mar 7, 2023 | Accounting, Courses, Information Technology

Intuit constantly updates their system to provide their clients with the most up-to-date and efficient program possible.   We’re proud to share their 2023 updates with our clients. What’s New? Migration: Moving from QB Desktop to QB Online Migration now helps provide...
Fact or Fiction for the Employee Retention Credit (ERC)

Fact or Fiction for the Employee Retention Credit (ERC)

by Josh Legant | Nov 30, 2022 | Accounting, Courses, Internal Revenue Service, Tax

There are many people who may have question regarding the Employee Retention Credit (ERC) that became available for businesses during the Covid-19 pandemic. Below is a helpful article to decifer the facts about the ERC. As always, Senter, CPA is here to help. If you...
Understanding Chart of Account in QuickBooks Online

Understanding Chart of Account in QuickBooks Online

by Lisa Haiss | Oct 31, 2022 | Accounting, Courses, Information Technology

The Chart of Accounts is the hub of all your accounting. It is the central place where you decide how you organize your transactions. Every account or category you use in QuickBooks for every transaction comes from the Chart of Accounts. Watch the video below to learn...
How to categorize transaction in QuickBooks Online

How to categorize transaction in QuickBooks Online

by Lisa Haiss | Oct 17, 2022 | Accounting, Courses, Information Technology

Once you’ve connected your bank account to online banking in QuickBooks, QuickBooks downloads your recent transactions every day. Learning to review and categorize, and confirm your transactions so your books are accurate. Always remember, Senter, CPA is here for you...
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