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How to email multiple invoices in a batch in new QuickBooks Online?
In order to e-mail multiple invoices in a batch, from the home screen Go to blue navigation bar on the left Select Transactions Select “Sales” under Transactions This will pull up a list of Sales Transactions Click on the orange bar at the top of the screen to show just “Open Invoices” Click the check […]
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How to create (add) a second company in new QuickBooks Online?
If you need to setup more than one company, you will need to set up a new subscription for each one. It means you will need to pay additional charges (NOT FREE) for setting up new subscription. They may offer some discount for adding new subscription. You can use the same login name/ username for […]
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How to tile vertically two reports (or more) side by side on the same screen in the new QuickBooks Online ?
How to tile vertically two reports (or more) side by side on the same screen? For example, I like to look at the two financial reports (or more) side by side on the same screen. Check out this short video. It will show how to tile vertically two reports side by side on the same […]
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How can get the option to print Invoice compatible with window envelope to work in new QuickBooks Online?
You will need to choose “Airy” template compatible with window envelope. In order to customize Invoice, open the Invoice form Select “Customize” button at the bottom middle They offer three Invoice Templates (Airy, Fresh and Friendly) at this time. Select “Airy” Template Select “More” button Select “Window envelope compatible + pay stubs” checkbox SAVE See […]
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What are the new improvements in QuickBooks Online just announced in May, 2014?
These are the new improvements in QuickBooks Online posted on 5/23/2014. Smart one is able to hide financials from the home page if necessary. Not so smart one is to move “Print Checks” feature to somewhere under Transactions > Expenses. Source: http://blog.qbo.intuit.com/2014/05/23/whats-new-in-quickbooks-may-2014/
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How to run customized Sales Report by Sales Rep in new QuickBooks Online?
There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how […]
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How to run Sales Tax Liability report to get Total Sales and Taxable Sales with Tax Collected in new QuickBooks Online?
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 report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to word around. To do this, you […]
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How do you delete/deactivate a sales tax code in new QuickBooks Online?
You can deactivate Sales Tax agency in the new QuickBooks Online. From the homepage screen Go to the blue navigation bar on the left Select Sales Tax Select Add/edit tax rates and agencies under related tasks Locate Tax agency to deactivate and checkbox Select Deactivate button New warning screen will open Click Continue and Done
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How to set up vendor payment term where all bills are due month-end of the following month? For example, April vendor bills are due on 31st of May.
To setup “Term” in new QuickBooks Online: From the homepage screen Select the Company Gear (upper-corner) Select “All Lists” under Lists heading Select “Terms” Select “New” button New Term screen will open Name = Due following month end (or name as needed) Select “Due following month end” Enter “31” day of month Under Due the […]