Where to enter credit for returned items or purchases in new QuickBooks Online?

(1) Try “Vendor Credit” form (from create “+” sign > Vendor Credit under Vendors header) If you are using “Enter Bill” form to enter vendor bill and returning to the same vendor, you could use Vendor Credit form. It will show negative Vendor balance. (2) For returning credit for Credit Card purchases > use Credit […]

How do i change the quantity to hours on description section of the Invoice in new QuickBooks Online?

In new QBO, open the Invoice form Click “Customize” button (located at bottom middle) Add personality to your forms will open Select Columns Under Quantity and Rate column, change Quantity to Hours Save See screenshot photo for reference

I would like to stop importing data from a bank account. How do you disconnect a bank account (or a credit card account) added into online banking?

In new QuickBooks Online, disconnecting an account isn’t exactly in an obvious spot. To disconnect an account from online banking, we’re going to want to start in the upper right by clicking the little company gear, and then choose Chart of Accounts under settings. We’re going to click the connected account (you can tell it’s […]

How to print my bank deposit slip if payment method type is credit card?  I am receiving an error message that my payment type cannot be credit card.

In order to print a deposit slip with a payment type credit card we need to check your payment list settings and make a small change. From the Home page screen Go to the company Gear and select “All List “then select “Payment Methods.” Select the payment method that is part of your deposit slip […]

In Peachtree I enter receipts from cash I received into two different accounts. Depending whether is rental payment or security deposit. Now, how do I create cash accounts in QB?

In newQBO, you will need to create new accounts setup in Chart of Accounts: Cash Account (Bank Type) Rental Payment (Income Type) Security Deposit (Other Current Liabilities Type) (From Company Gear, top upper corner > select Chart of Accounts under Settings header) Also, if you are creating Sales Receipt, you will need to Product/Service Item […]

How can I undo the previous bank reconciliations in new QuickBooks Online?

QuickBooks Online doesn’t have an Undo Last Reconciliation feature. To unreconcile a reconciliation you’ll need to unreconcile each transaction via the register. To access and print a previous reconciliation report: From the gear icon go to Reconcile. Choose the account from the drop-down list. Click on the desired reconciliation report. Once the report is open, […]