We have just upgraded and want to take a photo of a receipt and upload it to our expenses. Is this through an app? It was one of main reasons for upgrading to new QuickBooks Online.

You can do this directly through QuickBooks Online.  First save the photo file to your computer.  Bring up the expense and at the bottom left is Attachments. Either drag and drop or click the paper clip to browse to the location of the file. You can batch upload photos from your computer (or other devices) to […]

How do I connect expenses to customer jobs for Customer job costing in new QuickBooks Online Plus?

If you have Essentials, you will need to upgrade from Essentials to Plus subscription. From Home page screen Go the Company “Gear” icon (located at top right hand corner, next to company login name Select “Company Settings” under Settings heading Select “Expenses” under Settings heading Select “Bills and Expenses” and make needed selections ▣ Show Items […]

How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?

From the Home page screen Click the Company gear in the upper right of your Home screen Choose Company Settings from the dropdown Click Advanced on the left Click in the Accounting section (it’s at the top of the page) Check the box for Close the books Enter a Closing date They offer 2 selections […]

Where is general Journal Entry located in new QuickBooks Online?

  From the Home page screen Click “+” plus sign Select “Journal Entry” under Other heading   New QuickBooks Online Plus – How to enter various expenses in new QBO?   QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit  

How do I set up to pay owner? How do I show funds paid to owner in new QuickBooks Online?

Create Owner’s Draw account under Equity type Click Gear Select “Chart of Account” under Settings Select “New” button Category Type = Equity Detail Type = Owner’s Equity Name = Owner’s Draw Save New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

Why isn’t Quickbooks Online noticing when same Vendor Bill is entered twice?

Why isn’t Quickbooks Online noticing when same Vendor Bill is entered twice? It isn’t picking up the invoice number has been entered before….Is this a bug or something you have removed? It used to give us a notice that the bill has been entered. From the Home page screen Go Company Gear Select Company Settings […]

What is the different between Expense form and Check form under Vendors heading in new Quickbooks Online?

Check form is to record written manual checks or to enter computer checks to be printed. This entry will reduce bank balance. Expense form is to record all banking withdrawal type transactions except Check. New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales […]

I accidentally sent out a batch of invoices by email. How to figure out which ones got sent in new QuickBooks Online?

From the Homepage screen, go to the blue navigation bar on the left Select Transactions Select Customer Select Gear (Not the company gear located top upper corner. This one is located in the right middle corner next printer and excel icons) Select “Email” and “Status” from the dropdown selector See screenshot photos below for reference […]