Books Current / Guides
QuickBooks guides
Short answers to the problems owners bring to the first call. Every step links to Intuit’s own help article, and each guide ends with the free review that fits.
Undeposited Funds in QuickBooks: what it is and how to clear it
Why the Undeposited Funds account keeps growing in QuickBooks Online, how to see what is in it, and how to clear it without counting sales twice.
How to catch up on bookkeeping when you are months behind
A practical order for catching up on QuickBooks bookkeeping when you are months behind: where to start, what to gather, and when to hand it off.
How to categorize transactions in QuickBooks Online without making a mess
How to review pending bank transactions in QuickBooks Online, when to match instead of add, how to use bank rules, and which categories to agree with your accountant first.
How to record a business loan and its payments in QuickBooks Online
Set up the loan as a liability, record the money received, and split each payment between principal and interest in QuickBooks Online, with the Intuit steps linked.
Duplicate transactions in QuickBooks Online: find them and remove them safely
Why duplicate transactions appear in QuickBooks Online, how to exclude duplicates in the bank feed, when to delete instead, and how to keep them from coming back.
QuickBooks balance does not match the bank: how to find the difference
The four reasons the QuickBooks balance and the bank balance disagree, in the order to check them: timing, opening balance, changed reconciled transactions, and duplicates.