6 click on the selection box for hicks hardware hold

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6. Click on the selection box for Hicks Hardware. Hold your shift key down and click on the selection box for HallProperties. By holding down your Shift key, QuickBooks selects all the transactions between Hicks Hardware and HallProperties. 7. Click on the Batch Actions drop down list and choose Accept Selected.
Course 3: Recording Transactions in QuickBooks Online 47QuickBooks Online Training Topic 2: Expense & Purchase Transactions  Those transactions move from the New Transactions tab to the In QuickBooks tab. 8. Go back to the New Transactions tab and click on the column header for Description. There are two expense transactions for A Rental. QuickBooks does not know the vendor name or the accountto use.
Course 3: Recording Transactions in QuickBooks Online 48QuickBooks Online Training Topic 2: Expense & Purchase Transactions  9. Type in A Rental in the Payee field. There is no name in QuickBooks for A Rental. Add it on the fly as a vendor. 10. Choose Equipment Rental as the posting account. As soon as you do that, QuickBooks assumes you want the second transaction for A Rental to use the A Rentalvendor and post to Equipment Rental. You could add each transaction individually or click on the selection boxes and under Batch Actions, chooseAccept Selected as you did earlier in this exercise. If you need to split the transaction you can easily do so by clicking on Split. 11. Locate Hicks Hardware in the middle of the page. QuickBooks does not know where to post this transaction. 12. Click on the Update drop down and choose Manage Rules.
Course 3: Recording Transactions in QuickBooks Online 49QuickBooks Online Training Topic 2: Expense & Purchase Transactions  13. Click on New rule. 14. Enter Hicks Hardware as the rule name and also in the Description field. 15. Select Hicks Hardware as the Payee and Supplies as the Category. 16. Click on Save. 17. Click on Bank and Credit Cards. Hicks Hardware now shows Supplies as the posting account and also indicates that this account was set by a rule.
QuickBooks Online Training Topic 2: Expense & Purchase TransactionsCourse 3: Recording Transactions in QuickBooks Online 50  This rule was very simple. You can create some complex rules. For example, if Hicks Hardware is less than $500,post to Supplies. Then create a second rule that states if Hicks Hardware is greater than $500, post to Equipment. You can also create rules for splits. For example, Cal Telephone transactions should be split 40% Internet and 60%to Telephone.When you click on a transaction in the Banking Center there are three radio buttons. You’ve been working with Add. If you think there should be a match, change the radio button to Find match and QBswill try and find matching transactions. If you can’t find it, as mentioned before — it may be because the transactionwas already reconciled in QBs. If that’s the case, and you don’t want to enter that transaction, because it’s already inQBs, check the box and under the Batch Actions — say Exclude Selected.

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