How to send customers clients batch reminders by email on past due invoices

Here is how to send customers clients batch reminders by email on past due invoices in QuickBooks Online:
From the left dashboard > Click Sales tab > Select All Sales > Click Unpaid Last 365 Days (Overdue) Money Bar > Optional: Go to middle Gear at the far right, click “Show more” link and add “Email” column. This is to ensure you’ve email address for customers. > Select “Select All” checkbox (left of Batch actions) > Choose Batch actions drop-down and select “batch Reminders” > Done. It will send customers batch reminders by email.

Currently, there is no option to send reminders automatically when the invoices are due.

Here is our video tutorial:

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How do I view or print previous bank reconciliation reports in QuickBooks Online QBO

To view or print the previous bank reconciliation report:

1. From the left Dashboard, select Reports.
2. Go to “For my accountant” section and select Reconciliation Reports.
3. Select Account. Select Report period.
4. Select “Statement Ending Date”.
5. Click “View Report” under Action column.
6. Click Print icon to print the report.

How to undo bank reconciliation in QuickBooks Online Accountant (QBOA) version?

What are the specific reports available in Plus version of Quickbooks Online

Plus plan is the top-of-the-line version of QuickBooks Online. The plan comes with main features like projects, purchase order, billable expenses to customers, class, location, budgeting, and inventory which are not available in Essentials.

These are the built-in standard reports available in Plus plan (June 2018).

Business Overview (19 reports):

  • Audit Log
  • Balance Sheet Comparison
  • Balance Sheet Detail
  • Balance Sheet Summary
  • Balance Sheet
  • Budget Overview
  • Bundget vs. Actuals
  • Business Snapshot
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss Detail
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Class
  • Profit and Loss by Customer
  • Profit and Loss by Location
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (11 reports):

  • Accounts Receivable aging detail
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

Sales and Customers (12 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Income by Customer Summary
  • Payment Method List
  • Product/Service List
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Product/Service Detail
  • Sales by Product/Service Summary
  • Time Activities by Customer Detail
  • Transaction List by Customer

What you owe (6 reports):

  • Accounts payable aging detail
  • Accounts payable aging summary
  • Bill Payment List
  • Unpaid Bills
  • Vendor Balance Detail
  • Vendor Balance Summary

Expenses and Vendors (5 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Expenses by Vendor Summary
  • Transaction List by Vendor
  • Vendor Contact List

Sales tax (3 reports):

  • Sales Tax Liability Report
  • Taxable Sales Detail
  • Taxable Sales Summary

Employees (3 reports):

  • Employees Contact List
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

For my accountant (15 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Recurring Template List
  • Statement of Cash Flows
  • Transaction Detail by Account
  • Transaction List by Date
  • Transaction List with Splits
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

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What are the specific reports available in Essentials version of Quickbooks Online

Essentials plan is the middle version of QuickBooks Online. The plan comes with main features like Vendor payables, time tracking, and recurring transactions which are not available in Simple Start plan. But it still lacks few other features like projects, purchase order, billable expenses to customers, class, location, budgeting and inventory which are available in Plus plan only.

These are the built-in standard reports available in Essentials plan (June 2018).

Business Overview (15 reports):

  • Audit Log
  • Balance Sheet Comparison
  • Balance Sheet Detail
  • Balance Sheet Summary
  • Balance Sheet
  • Business Snapshot
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Customer
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (11 reports):

  • Accounts Receivable aging detail
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

Sales and Customers (12 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Income by Customer Summary
  • Payment Method List
  • Product/Service List
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Product/Service Detail
  • Sales by Product/Service Summary
  • Time Activities by Customer Detail
  • Transaction List by Customer

What you owe (6 reports):

  • Accounts payable aging detail
  • Accounts payable aging summary
  • Bill Payment List
  • Unpaid Bills
  • Vendor Balance Detail
  • Vendor Balance Summary

Expenses and Vendors (5 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Expenses by Vendor Summary
  • Transaction List by Vendor
  • Vendor Contact List

Sales tax (3 reports):

  • Sales Tax Liability Report
  • Taxable Sales Detail
  • Taxable Sales Summary

Employees (3 reports):

  • Employees Contact List
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

For my accountant (15 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Recurring Template List
  • Statement of Cash Flows
  • Transaction Detail by Account
  • Transaction List by Date
  • Transaction List with Splits
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

If you found our answers useful then please contribute few bucks to support this forum. Thank you!





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Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA





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How To Add Purchased Inventory Items From Banking “For Review” Tab

How to add purchased inventory items from Banking tab? I like to enter SKUs, Qtys of each item in one entry.

Assuming you have QuickBooks Plus Plan, you will first need to ensure that in company settings you turn on the Items table and Purchase orders.
(Gear icon at the top > Your Company > Account and Settings > Expenses > Bills and expenses and Purchase Orders (if needed) > ON).

 

 

First, you will have to manually create a transaction in QBO. You enter an Expense, Check or Bill form (create + sign > Vendors), about halfway down the left side is a title “Item Details” tab, NOT Account details tab. Click that and a table opens where you can select the product/service item code, SKU, Qty, Rate, and Item-Total cost for purchasing inventory.

 

 

Second, you then go back to the Banking tab. You should see MATCH green button for that transaction. Click Match and it will move to QuickBooks register.

 

 

How to import all data in QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) Global version

Currently, they can convert a company file from QuickBooks Desktop to QuickBooks Online for Malaysia, Singapore, Hong Kong and the Philippines through Odyssey. Please refer to the article below about importing a company file for more details. If not, you can find other third-party application providers to help you with the conversion.

Frequently asked questions: Transfer data from QuickBooks Desktop, and other applications (Malaysia, Singapore, Hong Kong and Philipines only)

Alternatively, you can export your lists from QuickBooks Desktop to QuickBooks Online. You can find the detailed steps about this in these articles:

Import or Export List Data in QuickBooks Online
Common Questions about Importing Data to QuickBooks Online

How To Delete Manually Recorded Sales Tax Payment In QuickBooks Online Sales Tax Center

Currently, in QBO they’ve two sales tax features: 1) New recently rolled out Automated Sales Tax
and 2) Old regular Sales Tax

If you have New Automated Sales Tax, here is how to delete manually recorded payment in QBO:
Left Dashboard > Taxes > History > Select payment in question and click “View Return” > It will search and pull the records > “Review your sales tax” screen will open > Under “Payment details” on the right panel, click payment date link (next to recorded amount paid) > Now you’re payment screen, at the bottom right corner, you will see “DELETE” payment. Click delete, you will see “Are you sure you want to delete this payment?” message > Click Delete green button. Delete is done.> They will update the return and prompt back to review your sales tax page. Record payment again or close the page.

Quick YouTube video on how to delete recorded sales tax payment

If you have old Sales Tax (as already mentioned), here is how to delete manually recorded payment in QBO:
Taxes from the left dashboard > Sales Tax.
It will take to the Sales Tax Center.
Under Recent Sales Tax Payments, highlight the payment in question.
Click Delete Payment.
Click Yes on the confirmation screen.

QuickBooks Online Payroll – Print Reprint Payroll Paystubs Paychecks Checks Printer Setting FAQ


The first time you run payroll, you’ll probably handwrite paychecks on your personal or business account, and then print out pay stubs for your employees. If you set up direct deposit from your bank to your employees’ bank accounts, you can print stubs on payday. You can also choose to set up paycheck printing using preprinted check stock. Handwrite checks or direct deposit employee pay, then print pay stubs on plain paper
You can pay employees by direct deposit or by writing a check by hand, and then give them their printed pay stubs for a record of taxes and wages paid. …MORE

You can print/reprint pay stubs or paychecks at any time from the “Paycheck List” report.

To reprint:
1) In the left navigation bar, click Reports.
2) Click the All Reports tab, and then click Manage Payroll.
3) From the list of reports, click Paycheck List.
4) When the report page opens, select the checkboxes for the pay stubs or paychecks you want to print.
5) Click Print to open the PDF in a new tab.
6) Right-click in the pay stub PDF, and choose Print (or for Mac, press Command-P).

(Dashboard > Reports > Type Paycheck list)

Paycheck Printer Setting:

If you need different paycheck printer setting, you change it under preferences.
Gear > Payroll Settings > Paycheck Printing under Preferences.

Will QuickBooks Payroll print routing and bank numbers on black check stock for payroll?

No. You need preprinted forms check stubs.

HELPFUL ARTICLES

Payroll topics

I don’t see the Print paychecks button. Where is it?

Paycheck print options
https://community.intuit.com/articles/1429656

Print pay stubs