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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 […]
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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 […]
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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
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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 […]
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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 […]
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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 […]
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I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?
From the Homepage screen Click “+” sign (top middle) Select “Statement” under Other header How to email statement to a customer? Select “Edit” under Delivery Method column Default could be “None” Select “Email” from the pop up screen and follow the instructions Select “Create/Send Selected Statements” button It will send email and will end with […]
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How can I document money taken out of personal checking to pay for some initial expenses?
Once you have transferred money from your personal to business checking account, this is how you will need to record the deposit in new QuickBooks Online. Click “Plus” icon menu Select Bank Deposit from “Other” menu Choose the correct bank account (if you have more bank accounts) Select correct date of deposit Received From = […]
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I need to track revenues and expenses across multiple lines of business. Does QuickBooks Online Plus support profit and cost centers?
You can establish Profit and Cost Centers by enabling Class tracking feature in new QuickBooks Online Plus. To enable Class tracking feature: From the Home page screen Select the Company Gear (top upper corner) Select Company Settings under Settings header Select Company Select/Double Click to enable “Track Classes On” under Categories