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How to create a profit and loss report for selective accounts from our chart of accounts. Can this be done in new QuickBooks Online?
Let’s say in this example, you want to run profit and loss report for only two specific accounts from the chart of accounts: Sales of Product Income and Costs of Goods Yes, you can pull P&L report for those two accounts only in QuickBooks Online. Here’s how to start from the home page screen: Click […]
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How to see “Keyboard Shortcuts” like save and close and many others in new QuickBooks Online? Also, I want to find our company Id number.
To see all keyboard shortcuts in new QuickBooks From any home page screen or any logged on QBO screen Click Ctrl Alt and / (forward slash) Key New screen will open with all keyboard shortcuts as well as Your Company ID. Click OK button once it’s done.
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Where do I adjust the vertical position on checks in new QuickBooks Online (QBO)?
To adjust the vertical position on your checks, you will first need to locate the Print Check Queue. There are two ways to get to the Print Check Queue: Click the Create menu (plus sign top center) then select Print Checks (if you have a small menu click Show More) or Click Transactions on the […]
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Where do I find file to create a new company in QBO?
In QuickBooks desktop version, you can create as many companies you want, that’s not so in QBO. In QuickBooks Online (QBO), it’s one account per one company. In order to add another company, you will need to create a new subscription. You can use the same login in* information if needed. You can also get […]
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What is the right away way to set-up inventory in QuickBooks Online Plus?
Heard it will create a mess if initial setup is not proper. GO to Company Gear (located top right corner) Select Products and Services under Lists Click New New screen will pop out Name = Name of Inventory Checkbox “I track on hand for this product…..” IMPORTANT AND COMMON MISTAKE: If you did not checked […]
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How do you print a deposit summary only without a deposit slip in new QuickBooks Online (QBO)?
The “Print deposit summary only” feature is available now. See attached screenshot photo for reference From the home page screen Select Create (+) sign (upper-middle screen) Select the “Bank Deposit” tab under the “Other” heading A Blank “Deposit” form will open. To locate recent deposits, select the “small clock” icon, upper-left-corner. Click “More’ if you […]
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Can I close my books on a monthly & yearly basis to control changes being made in prior periods?
Yes. You can set the closing date after month end closing process is done. To set the close date of the books: From the home page screen Select the Company “Gear” (upper-right-corner) Select “Company Settings” under Settings Select “Advanced” Select “Accounting” tab Select “Close the books” under Accounting Select “Closing date” and choose protection level […]
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I don’t see any data when I run sales tax report. I list non taxable and taxable sales when I deposit sales
In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This stand-alone report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to work-around. To do this, you […]
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I have Quickbooks Online Simple Start. I want to wipe out data and start over. Help.
For Simple Start version, you’ve two options: If you want to keep same login information, delete created transactions one at a time. Time consuming process. Cancel current subscription. Create new account with new login information.