How do I run a weekly report of Sales Receipts from customers/clients

Most of the reports in QBO, you can’t customize the way you want it. Just wish, they’ve simple weekly sales reports filter by sales transaction type like Sales Receipt but they don’t.
The ideal report in QBO would be SALES BY CUSTOMER SUMMARY group by week. But this report you can’t filter it by Transaction Type to get Sales Receipts only.

In the meantime, you can run TRANSACTION LIST BY CUSTOMER report to get the data.

  • Report period = select as needed
  • Rows/columns Group by = Week
  • Customize > Filter > Transaction Type = Sales Receipt

You can make this My Custom Reports by clicking Save Customization button at the top right. Next time you will see this in My Custom Reports tab,

How to import credit card transactions from Excel CSV file to QuickBooks Online (QBO)

QuickBooks Online allows users to import their credit card transactions via Excel CSV (comma-separated values) files. It will allow importing date, description and amount columns. For the amount, you can use 1-Column field or 2-Column fields. It is recommended to use Debit and Credit with two columns excel file format to import. QBO will not allow mapping additional columns, for example, billable to customer, class, and location.

QBO uses the same “Map CSV columns” fields format for importing both bank account as well as credit card account. It’s a bit confusing for importing credit card liability type account. It could be ended up importing the wrong way. For bank checking account import, you will need to use opposite fields selection of credit card import. Like for example, the expenses were imported as payments and vice versa. See below instructions on how to correct if that happens.

Here is recommended Excel CSV template format:
Debit = Expense
Credit = Payment

 

To import a CSV file (see below for screenshots):

    • From the left dashboard, select Banking.
    • Select File upload at the top right corner.
    • Click Browse and Select the “.CSV file” to upload from your computer.
    • Click Next.
    • From the QuickBooks Account drop-down, select the credit card account to which to import.
    • Click Next.
    • Map your fields according to your CSV file’s format.
    • Under Amount, Select 2 Column radio-button.
    • For Debit Column 3, Select Expense and for Credit Column 4, Select Payment.
    • Click Next.
    • Select the transactions to import.
    • Click Next.
    • You will receive a notification, stating the number of transactions that will be imported.
    • Click Yes.
    • When you get confirmation of the import, click Finish.

     

    You will now be directed to the Downloaded Transactions window under Banking, where the imported transactions will appear under the “For Review” tab. You will now need to review account category and appropriate payee and add the transaction to QuickBooks.

     


     

    How to delete the transaction imported from bank feed if they were imported wrong way?
    Like for example, the expenses were imported as payments.

    You will first need to exclude and then delete all the transactions.

    To exclude a transaction or multiple transactions:

    • Choose Banking on the left dashboard.
    • You’ll see the For Review tab, click the checkboxes to the left of the date for the transactions you want to exclude.
    • Once you’re done, click the Batch Actions drop-down arrow and select Exclude Selected.
    • The transactions move to the Excluded tab.

    To permanently delete unwanted downloaded banking transactions from “Excluded” section of the banking center

    • From the Excluded tab, go to “Batch actions” and choose to pull down arrow and select DELETE. That will permanently delete downloaded transactions.

    Screenshots of CSV file upload:



     


QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App

QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App

1) Example: get a white screen after signed in
Refresh the App’s cache by going to the File menu (top left) and choosing “Refresh” or Ctrl+R. You can also try “Reset App Data” from the Help menu.
2) Example: unable to open the App.
Reset the App by holding down the Shift key while opening the program. Continue to hold down the key until the program opens up.
3) Example: 1 and 2 above does not work
Uninstall and reinstall the App from this link.
Download: https://quickbooks.intuit.com/apps/

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Tutorial Video:
QuickBooks Online – How to troubleshoot common issues with QuickBooks Windows App



Price Rules (aka Price Levels) in QuickBooks Online

How to set up and use special pricing for selected or all customers in QuickBooks Online?
1. Setup New Customer Type (Dashboard > Sales > Customers > Customer types > New Customer type).
2. Turn on Price Rules (Gear > Your Company > Account and Settings > Sales > Products and Services > Turn on Price Rules).
3. Setup New Price Rules (Gear > Lists > Products and Services > Drop-down arrow under MORE > Price Rules).
4. Create Invoice or Sales Receipt (Create + sign > Customers) > Select (or use default) Price Rules under Rate column.

Educational and Instructional Video:

QuickBooks Online QBO Price Rules (aka Price Levels) – Special pricing for selected or all customers



QBO is not auto-populating the customer address when filling out a purchase order

QBO is not auto-populating the customer address when filling out a purchase order.
This may be a new issue. Try checking the customer’s profile to see if you’ve entered the Shipping address or if the “Same as billing address” box is checked.
If there’s none, try entering the Ship address or check the Same as billing address box. Then, try creating a Purchase Order again.

How do I know if I have Quickbooks Plus plan or not?

You can verify QBO plan couple of different ways.
You can easily verify that directly from the Billing and Subscription tab.
From the homepage screen > Click on the Gear (⚙) icon at the top right corner > Your Company > Account and Settings > Billing and Subscription > QuickBooks Plan details.

Gear panel

Another easy way is to check the Gear (⚙) icon panel, look for Budgeting under Tools. If you don’t see any side-up-arrow, it means you’ve PLUS plan. On other plans (Essentials and Simple Start), Budgeting feature is not available and will see side-up-arrow.

Budgeting

QuickBooks Win App – What’s New

QuickBooks Win App – What’s New
QuickBooks 3.3.0 and QuickBooks 3.2.0
SOURCE: QBO Win App > Help menu at top > What’s new
QuickBooks 3.3.0

  • Added spell checker
  • ‘Export to Excel’ and ‘Export to PDF’ save the downloaded files with the correct extension
  • New preferences menu item ‘Always Open Files After Download’
  • Fix for ‘Unauthorized access’ error when accessing client companies – look forward to it this week. No app update required for that.

 

QuickBooks 3.2.0

Today we’re launching the all new and improved version of the QuickBooks Online Desktop App for Windows. Here is a quick list of things that have changed:

  • Multiple Windows changes
    • Menu items other than Reports no longer open in a new window, if you would like for all menu items to open in a new window, you can find a preference menu to enable that functionality for that under File Menu. Reports will continue to open in a new window.
    • If you would like to use multiple windows, you now have a few ways to do it:
      1. Click File, then click “New Window”
      2. Use the keyboard shortcut, Ctrl-N.
      3. Right-click on a page/link you would like to open in a new window, click Open Link in New Window.
      4. When using any keyboard shortcut, hold the shift key, and the menu item will open in a new window. For example, Shift-Ctrl-I will open an invoice in a new window
  • Printing feature changes
    • The File Menu no longer includes the Print button, we are testing a new way of opening PDF files and this method isn’t compatible with having a Print menu item under the File Menu. We are working on a solution to this! For now, here is how it will work:
      1. When you click Print on an Item within QBO, the “Print” button will appear on the top left side of the PDF viewer, click it to launch your local printer.
  • Exporting Files to excel does not currently include the .xls extension.
    • To successfully export a file, click the export button (where applicable), and manually add the extension to the file by typing “.xls” at the end of the file name, to the end of the name of the file. Once you click save, you will be able to We plan on fixing this soon, but for now, this is a known issue.
    • Extensions may be missing from files you are trying to export, the files should still open though. If they don’t please manually add the extension.


Aside from those changes, we are happy to announce some improvements.

  • With this latest update, we have introduced a whole lot of performance and stability enhancements.
    • Faster page load times.
    • Faster app launch times.
    • Fewer crashes.
  • If you close out of the App, we will remember what windows you had open, and open them the next time the app launches. This feature is called Multi Window Restore.
  • Newly redesigned UI, to save you space and give you more screen real estate to work with.
  • Find in page
  • More coming soon!

SOURCE: QBO Win App > Help menu at top > What’s new