Use Zero Dollar Transactions to Upload Sales/Payroll Tax Confirmations in QuickBooks Online

One of my favorite things about QuickBooks Online is the ability to attach documents to transactions, customers & vendors. It’s a great way to keep track of receipts, engagement letters, and W9s. However, there’s a limitation to this: users are not able to attach documents to sales tax transactions or payroll tax payments, made outside of QuickBooks Online Payroll epayments and efilings. I have a simple work around that allows me to attach efile and epay confirmations, and at the the same time, make it easy to find these transactions via a QBO search.
I use Zero Dollar transactions to upload Sales/Payroll Tax confirmations in QuickBooks Online.

read more

StacyK’s Step by Step: Post QuickBooks Desktop to QuickBooks Online Conversion Sales Tax Clean Up

After conversion you’ll most likely see multiple sales tax payable accounts on the Chart of Accounts in QuickBooks Online. There will be one account in QuickBooks Online for each Sales Tax Payable account you had in desktop. In addition, QuickBooks Online, by default, will create a Sales Tax Agency Payable account for each sales tax jurisdiction the desktop file had. To clean this up, you’ll need to make the accounts that came from desktop inactive (delete them) and use the new accounts in QuickBooks Online to track sales tax – make sure you make the proper adjustments to zero out the balances in these accounts

read more

Survey: Content to help accountants set up clients

Hey friends! If you could help me to help my friend, Steve Blundell. He works for Intuit, and is looking into developing some new resources for accounting professionals. He is specifically looking at the need for content that helps accountants set up new or existing...

read more

Intuit’s Crystal Ball

My friend Kim Amsbaugh’s recent blog recaps the 2013 Future of Accountancy Report. The latest and greatest report will be unveiled at QuickBooks Connect in October. When I re-read the report, I realize it ties directly into why I started StacyK Academy. Specifically,...

read more

Small Businesses

Kildal Services
More

Accounting Pros

StacyK Academy

More

App Developers

App Consulting

More

Hire Stacy to Speak

Super speaker!
More

Pin It on Pinterest