If you found our answers useful then please contribute a few bucks to support this free QBO forum. Thank you in advance for your continued support.
Sign Up link: https://quickbooks.intuit.com/accountants/
First of all, you should check the state laws to see this is even legal in your state for charging a surcharge to your customers for using a debit/credit card, they vary from state to state. It’s also as part of the Intuit Payments Merchant Agreement. Refer to #3 No Surcharge part of Merchant Agreement […]
In many states, they also have additional taxes for local in addition to state sales tax. Example: How to properly create Invoice to calculate a 6.5% sales tax in Florida, Orange County. (6% State and 0.5% City). The new automated QBO sales tax feature can be accurate if you following the following steps: It’s best […]
Intuit just announced a new offer for QuickBooks Online! NEW users can save more per year if they sign up for the annual billing plan vs. the monthly plan. Check out the ongoing offer below: QBO Plus Annual Plan — $567 per year ($47.25 per month) QBO Essentials Annual Plan — $323 per year ($26.92 […]
Here’s how to create a statement for a sub-customer or sub-client in QBO: Hover your mouse on the Sales tab on the left Dashboard. Select Customers. Click on the sub-customers name. Switch to the “Customer Details” tab. Click the Edit button at the top right. Now you’re on Customer information window. Under “Is sub-customer”, one […]
Next-day deposits for QuickBooks Payments | Bank transfer (ACH) payments | Credit card payments For more detailed info, check out this QBO article. (Posting this for educational purpose only). With QuickBooks Payments, you can get your credit card and bank transfer payments deposited the next business day. Find answers to frequently asked questions about next-day […]
If you have Essentials (or higher) plan and your account has been active for 60 days or less, you can wipe out your company data file and also create a new chart of accounts at the same time if you want. To wipe the data and create a new COA from your QuickBooks Online account: […]