-
How do I delete downloaded bank transaction that I don’t want to add or match?
Unfortunately, there is no way to delete downloaded banking transactions in new QuickBooks Online. Since you cannot delete downloaded transactions, you will have to move all unwanted downloaded transactions to “Excluded” column. Select the transactions (you like to delete) and then use the “Exclude Selected” option under Batch Actions. It will move from “New Transactions” […]
-
How can I refund a customer overpayment in new QuickBooks Online QBO
Customer overpaid an invoice, now showing a credit. How can I write a check that is applied against that credit? QuickBooks Online – how can I refund a customer overpayment in new QuickBooks Online QBO
-
How do I change the accounting method for my company in new QuickBooks Online?
Accounting methods Cash basis and accrual basis are accounting methods that determine when and how you report income and expenses for tax purposes. The IRS wants you to use the same method each year when reporting income or loss. You should talk to your accountant about which is most appropriate for your business. What is […]
-
Consolidating your companies under one user ID
Your companies can be consolidated under one user ID, but it requires several steps. If you try to simply change the user ID within the Your Personal Info section, you will see a message that the user ID is already in use. To accomplish the consolidation, follow these steps: First, send the invitation: Sign in to the company for which you […]
-
How to cancel a QuickBooks Online Subscription in new QuickBooks Online?
Sign in to your QuickBooks Online company at https://qbo.intuit.com From the home page screen Go the Company “Gear” (upper right corner) Select “Your Account” under “Your Company” heading Select “Billing Info” under “Your Account” heading Click “Edit Billing Info” blue button In the Subscription Status section, click the Cancel Subscription link Follow the on-screen prompts […]
-
How do I apply a specific vendor credit when paying vendor bills? We have several vendor credits against this vendor.
Do not use “Paying Bills” feature when you want apply a specific vendor credit. It seems there is even a design flaws on “Paying Bills” feature when it comes applying a specific vendor credit when you’ve multiple vendor credits in Vendor’s account. Credit column provides no ability to select specific reference to available vendor credit. Alternative […]
-
How can I print my paychecks in new QuickBooks Online? It prints out a pay stub only.
To print specific employee paycheck: From the home page screen Select blue navigation bar on the left. Select “Employees” tab Choose on the particular Employee Select on the tab “Paycheck List” Put a check mark on the paycheck you want to print Select “Print” under Batch Action drop-down selector Click “Print” button (hoover around your mouse […]
-
Track Classes in new QuickBooks Online
Class tracking feature (or location tracking) is only available in QuickBooks Online Plus version. It is not available in Essentials and Simple Start versions. Turn ON Class Tracking feature in new QuickBooks Online From the home page screen: Select Company Gear (upper right corner) Select Company Settings under Settings heading Select Categories under Company heading Check […]
-
I have my company back up on a thumb drive. I would like to restore it on my QB’s online
You cannot import directly from external USB drive. You still need QuickBooks desktop version to export company file to new QuickBooks Online version. For detailed instructions on the conversion process from QuickBooks desktop to QuickBooks Online, please see this article: Click to access QBDTImport.pdf
-
How to change password in new QuickBooks Online? I am logged in as the Master Admin for our company.
To change password as Master Admin in new QuickBooks Online: From the home page screen Select the Company “Gear’ (upper right corner) Go to “Your Company” and “select “Your Account” Choose “Personal Info” under “Your Account” heading and click “Edit Personal Info” blue button Scroll-down bit and find “Sign-In Info” heading “Change Password” link is […]