Categories
Bank Deposit bank feed bank reconciliation Bank Register Bank Transfer Banking

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 button
Request to Add New Bank
Request to Add New Bank
Categories
Company Gear Company Settings

How to email me a copy of Invoice in new QuickBooks Online?

In newer version:

Click the Company Gear (upper-right corner)

Select Sales

Click “Messages” (it’s inside; not visible from outside)

Check box that reads “Email me a copy”

Save

Message Email me a copy
Message Email me a copy
Categories
QBO QuickBooks QuickBooks Online QuickBooks Online QBO

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.
On the left menu column, click History.
Click Clear all browsing data.
Click to select Empty the cache.
Use the Obliterate the following items from drop-down arrow to select the beginning of time.
Click Clear Browsing Data.
Close all open Chrome windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

To clear history and cache in Firefox:

At the top left click on Firefox, from the drop down menu click the History menu and select Clear Recent History.
A pop up window will open; if a Time range to clear option is present, set it to Everything.
If a list of check boxes is not visible, click the down-arrow button next to Recent to reveal them.
Make sure there are check marks next to Browsing & Download History and Cache.
Click Clear Now.
Close all open Firefox windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

To delete temporary internet files in Internet Explorer:

Click the gear icon at the top right of the browser window.
Select Internet Options.
Under Browsing History, click Settings.
Under Check for newer versions of stored pages, click to select Every time I visit the webpage, then click OK.
Under Browsing History, click the Delete… button
Uncheck Preserve Favorites website data.
Click to mark Temporary Internet Files, then click Delete.
Click OK.
Close all open Internet Explorer windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

To empty the cache in older versions of Safari:

Open your Safari browser.
Choose Safari > Empty Cache.
Click Empty.
Close all open Safari windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

In Safari 5:

Choose Safari > Reset Safari.
In the pop-up window that appears, select Remove all website data.
In the lower right corner, click Reset.
Note: No confirmation will appear after clicking Reset; the window will disappear.
Close all open Safari windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

In Safari 6:

Choose Safari > Preferences.
On the top of the window, click the Advanced tab.
Select Show Develop menu in menu bar.
Choose Develop > Empty Caches.
Close all open Safari windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

Answer ID: 1038

Categories
bank reconciliation Bank Register

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 Tools

Audit Log
Audit Log

Audit Log Report
Audit Log Report

Categories
Sales Tax

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 Tax Payment” button again and proceed with instructions
Sales Tax Center
Sales Tax Center
Sales Tax Payment Print Check
Sales Tax Payment Print Check

To print sales tax liability check:

From blue navigation bar (on the left)

  • Select Transactions
  • Select Print Checks
  • Select “Checks to Print”
  • Select Bank Account
  • Select Starting Check Number to print
  • Select “Print” button
Select Checks to Print
Select Checks to Print
Categories
Customer Center Customers Customers Center Receiving Payment

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 Deposit to: Undeposited Funds Account) ===> Bank Deposit (combine multiple deposits (or single deposit), match total bank deposit slip)
Sales Receipt (select Deposit to: Undeposited Funds Account) ===> Bank Deposit (combine multiple deposits (or single deposit), match total bank deposit slip)
If you are bank downloading transactions, you will just need to match, not add transactions. Adding will just duplicate deposit.
In case, you’ve missed our YouTube video regarding this specific topic in new QuickBooks Online, here is the embedded link. It’s long 48 minutes video. But, it covers almost all aspects of invoicing functions in QBO. It’s currently on Top Five QuickBooks Online video search list on YouTube.

Categories
Journal Entry

Where can I create Journals (Journal Entry)?

Where can I create Journals (Journal Entry)? I want to make adjustment (reclassify) for expense account example : to debit entertainment account and to credit food&beverage account.

From the Home page screen

  • Click “+” plus sign
  • Select “Journal Entry” under Other heading

Journal Entry
Journal Entry

Journal Entry Form
Journal Entry Form

Categories
Company Gear Company Settings Company Templates Custom Form Styles Customer Center Customers Customers Center

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 to remove my name.

You will need to change company name setting

To do to this task:

From the Home page screen

  • Select the Company Gear (top upper corner)
  • Select Company Settings under Settings header
  • Select Company
  • Double click on company name, info and change it as needed
  • Save

Company Name Info
Company Name Info

Categories
Invoice

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 photo for reference

Not sure how you’ve recorded $900 payment. You may have it try it out like delete/void payment, receive payment again to fix it. Again, I do not see your books from here.

Automation Apply Credit Bill Payments
Automation Apply Credit Bill Payments
Categories
Reports

Why is every report not listed under All Reports in new QuickBooks Online?

Why is every report not listed under All Reports? How is it possible to review what reports are available, if they are not listed? I am not happy with this setup.

From blue navigation bar on the left

      Select Reports
      Just “Go to report” with magnifying glass (above recommended link, middle left corner)
      This is where all the standard reports (57 reports to be exact as of today) are located.

Reports Screen
Report Screen