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Location Tracking
Now You Can! #1 Create line item Journal Entry by LOCATION #2 Balance Sheet and Profit & Loss by LOCATION Report #3 Bank Deposit (Deposited to Undeposited Funds) by LOCATION
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QuickBooks Online Bank Feed: How to import/export bank rules
Bank rules are great for controlling how incoming bank transactions are categorized before you accept them into QuickBooks. Rules save time and minimize typing mistakes! This article explains how to import and export rules, which is convenient if you manage multiple companies (like accountants often do). SOURCE: http://quickbooks.intuit.com/blog/how-to-import-export-quickbooks-online-bank-rules/#respond
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Is it possible in the new QB Online to finally change the column width on invoices?
Yes, it’s available now. You can finally re-size columns on Invoices. From the home page screen Select Create (+) sign (upper-middle) Select Invoice under Customers heading Select “Customize” at the bottom middle Select “Columns” Select + or – to resize width of the Invoice column Save See attached screenshot photo for reference More improvements are […]
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Where & how do I enter new W-9 information for sub-contractors in new QuickBooks Online?
Partial information from W-9 goes to Vendor Information screen. You need PLUS level subscription. Most important info is to enter tax ID and “track payments for 1099” checkbox. There is no way to actually attach actual W-9 form at this time. If you feel this feature should be added to future revision, please make your voice […]
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How do I create multiple sales form templates from new custom form styles?
You can create/save as many customized invoice templates you want out of available five form styles. To do this: Company Gear (upper right corner) > settings > custom form styles > choose form style > go to drop-down arrow next to SAVE blue button (do not just save it) > choose save as (name your […]
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How to Cancel QuickBooks Online Subscription or Trial
CANCEL QUICKBOOKS ONLINE SUBSCRIPTION Sign in at https://qbo.intuit.com From the home page screen Click the Gear icon (upper right corner). See old and new gear screenshots below. Select Your Account (or Account and Settings depending on what you see). On the Billing info (or Billing & Subscription depending on what you see) page, click Edit […]
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Is there a way to download all the journal entries made in a given year? An outside auditor is asking for all the journal entries made in the previous year.
You can download “Journal” report to Excel. There is no way download each Journal Entry one by one. For outside auditors, customized “Journal” report may work just fine. In order to run Journal report, from the blue navigation bar on the left Select Reports > select “Journal” under GO to report > select Customize button […]
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How do I edit preferences with the new company settings? I need to change my default email that goes out with invoices.
Default for sending out email is always the same* which you cannot change it. What you can change is reply-to email address of your own for customers, different than regular company email address. *default email address from Intuit[donotreply@intuit.com] From the home page screen > company gear (upper right corner) > settings > company > contact […]
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How does one record use of multiple payment sources for a single expense?
I made a large purchase that had to be paid with multiple payment sources. I can find lots of information for splitting a single payment into multiple expenses, but how does one go about recording the opposite case? For example, a $10,000 expense that was paid $6,000 from a checking account and $4,000 on a […]