How to request add new bank in banking feed in new QuickBooks Online?

From the Home page screen Click Transactions  (on the left side of blue navigation bar) Click Banking Click Add Account  (in the upper right corner) Enter your bank’s name, then click Find Click the blue link for Request that we add your bank (in the middle of the page) Enter either the bank name or the URL of your bank’s website, then click Add My Bank […]

How do I clear the temporary Internet files/cache?

Clearing the browser cache (deleting temporary Internet files) is a good way to start the browser with a clean slate. Please note that the steps are different depending on which browser you’re using. To empty the cache in Google Chrome: Click the menu icon (looks like three lines) in the upper-right corner and select Settings. […]

Is there any way to locate a deleted transaction that was previously reconciled?

Is there any way to locate a deleted transaction that was previously reconciled? I have a transaction from May that was deleted in error in December. Is there anyway to locate this transaction? Hopefully you can locate this transaction information for audit log. GO to the company gear (upper right corner) Select Audit Log under […]

How to process and print sales tax liability check?

To process sales tax liability: From blue navigation bar (on the left) Select Sales Tax (or Taxes) From Sales Tax Center > Review “Sales Tax Owed” Select “Record Tax Payment” button (or “View Report” button) Select “Bank Account” Select “Print a Check” box if paying by check (or enter notes if paying online) Select “Record […]

How do I receive payments from suppliers in new QuickBooks Online?

How do I receive payments from suppliers? Switched to Quickbooks online so bookkeeping tasks easier. The learning curve from Simply is challenging. Have watched Youtube videos, tutorials, taken Lynda course. I do not understand the basic flow. Thanks You will need to consistently follow these very easy basic flows: Customer Invoice ===> Receive Payment (select […]

My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices?

My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices? On Invoices my company name is on the left with my logo but my personal name is written in huge letters across the top of the page and I need to know how […]

I have an invoice that was created for $500 and we were paid actually $900. Looks like it has now closed out another invoice. How can this be corrected?

You will need to change automatically apply credit setting OFF. To do to this: From the Home page screen Select the Company Gear (top upper corner) Select Company Settings under Settings header Select Advanced Under Automation, change automatically apply credit setting to “off” Change automatically apply bill payments to “off” as well Save See screenshot […]