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Let me clarify things about the features and processes in QuickBooks, @Anima GH.
You can link any bank account in QuickBooks, as long as it is supported by the program. If you're unsure, you can reach out to your financial institution to confirm. Otherwise, you can try the steps in this article to verify and help connect your bank to your QBO account: Connect bank and credit card accounts to QuickBooks Online.
Secondly, you can easily apply a credit note to an invoice to reduce the balance on the next invoice. To do this, create the credit note first and then apply it to the invoice. For detailed steps, you can check out this reference: Create and apply credit notes or delayed credits in QuickBooks Online.
At this time, the tagging feature is exclusive to the QuickBooks Online US version. As an alternative, you can utilize the class tracking instead.
Lastly, it's possible to hide accounts with 0 balances on your report. Let me show you how:
Here's how:
You may find this article helpful about personalising QuickBooks reports: Customise statements in QuickBooks Online.
I'm also sharing this link to learn more about the different features in QuickBooks: Help Articles.
Need more assistance with QuickBooks? Just hit the Reply button and I'll be happy to assist you further.
Let me clarify things about the features and processes in QuickBooks, @Anima GH.
You can link any bank account in QuickBooks, as long as it is supported by the program. If you're unsure, you can reach out to your financial institution to confirm. Otherwise, you can try the steps in this article to verify and help connect your bank to your QBO account: Connect bank and credit card accounts to QuickBooks Online.
Secondly, you can easily apply a credit note to an invoice to reduce the balance on the next invoice. To do this, create the credit note first and then apply it to the invoice. For detailed steps, you can check out this reference: Create and apply credit notes or delayed credits in QuickBooks Online.
At this time, the tagging feature is exclusive to the QuickBooks Online US version. As an alternative, you can utilize the class tracking instead.
Lastly, it's possible to hide accounts with 0 balances on your report. Let me show you how:
Here's how:
You may find this article helpful about personalising QuickBooks reports: Customise statements in QuickBooks Online.
I'm also sharing this link to learn more about the different features in QuickBooks: Help Articles.
Need more assistance with QuickBooks? Just hit the Reply button and I'll be happy to assist you further.
Thanks a lot for this insightful response, @Rubielyn_J. It was beneficial to my entire team.
Cheers!
It's fantastic to hear from you again, Anima.
Glad to know my colleague provided the information you're looking for.
If you need additional help managing your QuickBooks Online account, please let us know. We're always here to help you out.
I've also added our QuickBooks Q & A article for future reference. There, you can search topics that'll help you complete your other QuickBooks tasks.
Have a great day ahead!
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