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How could I copy last week’s time sheet into this week and then edit it if need be? It was available before the update.
“Copy last timesheet” is back for Weekly Timesheet. From the home page screen Select Create (+) sign Select “Weekly Timesheet” under Employees Copy last timesheet is located at the bottom middle See attached screenshot photo for reference Note: Click “More” link if you need to expand Create (+) sign
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How can I delete a sales receipt in new QuickBooks Online?
To delete Sales Receipt: From the home page screen Select Create (+) Plus sign (upper-middle) Select Sales Receipt tab under Customers heading Open up the Sales Receipt Look on the bottom for the “More” button Click that and one options is to “Delete” it Select “Delete” Done
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How do I print Invoices from the print queue in new QuickBooks Online?
To print Invoices in batch: From the home page screen Go to blue navigation bar on the left and select Transactions tab Select “Sales” Click filter and for Type choose “Invoices” Choose “All Statuses” (or your preference) for Status Choose “To be printed” for Delivery Status Select “Dates” Select “All” for Customer Click “Apply” button […]
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How do I make an inactive customer active again in new QuickBooks Online (QBO)?
To activate a customer that was made inactive: From the home page screen Go to blue navigation bar on the left and select customers tab Select Gear icon (far-middle-right, sits just above the “ACTION” column) From this drop-down list you, choose “Include inactive” Now the customer list will also show all of the inactive customers […]
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How can I default Sales Receipts to Undeposited Funds account in new QuickBooks Online (QBO)?
The setting for “Deposit to” on the Sales Receipt form is “sticky”. All you need to do is save your first Sales Receipt to “Undeposited Funds” accoount under “Deposit to” field. Once saved, the next time you open the Sales Receipt screen – it will default to Undeposited Funds account.
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How to adjust columns width on Invoices in QuickBooks Online?
You can finally re-size columns on Invoices. From the home page screen Select Create (+) sign (upper-middle) Select Invoice under Customers heading Select “Customize” at the bottom middle Select “Columns” Select + or – to resize the width of the Invoice column Save See attached screenshot photo for reference QuickBooks Online Tutorial Videos
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How to run previous months (not last reconciled) bank reconciliation reports in new QuickBooks Online?
This new QBO is very unfriendly on navigating previous months (not last reconciliation) bank reconciliation report. You can get it, although it’s hidden. It just takes one extra step to run this report. From the home page screen Select blue navigation bar on the left Select Reports Type in “Reconciliation Reports” in the search box (Gor […]
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How do make inactive (deleted) customer active again in new QuickBooks Online?
It’s very easy to make inactive customer active again in new QBO. In order to make reactivate a customer, from the home page screen Select “Customers” from the blue navigation bar the left From the “Customers Center”, select small “Gear” on the far middle right Select “Include Inactive” box from the gear drop-down selector It […]
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How to change Discount Account used on Invoice setting is new QuickBooks Online (QBO)?
Changing discount account settings is part of the chart of accounts advanced settings in the new QuickBooks Online. From the home page screen Select the Company “Gear” (upper-right-corner) Select Company Settings under the Settings heading Select “Advanced” under Settings Select “Chart of Accounts” under the Advanced heading Select Discount Account from the drop-down selector income […]