Business Woman looking at her invoices

How to Record Customer Deposits In QuickBooks

Many of the common issues I discover when cleaning up a new client’s QuickBooks account has to do the processes surrounding receiving customers’ payments and depositing them. In order to properly record deposits in Quickbooks, you have to create an Other Current Assets account called Undeposited Funds. Learn more in this article!

stack of credit cards

Recording Credit Card Transactions In Quickbooks

Recording Credit Card Transactions in QuickBooks: Many options – One best practice Over the years I have seen many methods of recording credit card transactions. Some of the methods technically work, but they leave something out whether it is accurate dating of the transactions, detail of the individual transactions or the ability to reconcile the …

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