How can I search for transactions in new QuickBooks Online?

From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search” You can search/find the following transactions: Bill Payments Billable Expense Charges Bills Charges Checks Credit Card Credits Credit Memos Credits Estimates Expenses Invoices Journal Entries Payments from Customers Purchase Orders Refunds Sales Receipts Sales […]

How to setup inventory in new QuickBooks Online Plus?

This inventory tracking/COGS features are available in QuickBooks Online PLUS. It is not available in QuickBooks Online Essentials or Simple Start. Make sure Inventory setup is enabled under preferences settings. From the company gear (from upper right corner), select company settings Select Products and Services Check Quantity/Price Rate and Quantity on Hand (Inventory Tracking) See […]

Where do recurring transactions show up in new QuickBooks Online?

It should be part of recurring transactions reminder list. From the home page screen, click company “Gear” icon (located upper right corner) Select “Recurring Transactions” from the Lists header See attached screenshot photos below for reference Recurring transactions can be set-up for: Customers Invoice Estimate Credit Memo Sales Receipt Refund Receipt Delayed Credit Delayed Charge […]

Where is the bank reconciliation in new QB Online?

From the homepage screen Click on the Company Gear (upper right- see pic) Select Reconcile under Tools heading Choose the Account Now you can Reconcile Another way to get there is from the homepage screen From the blue navigation bar on the left, select Transactions Select Registers Locate and double click the bank account(or credit […]

How can I turn off the automatic download feature for bank and credit card accounts?

I want to download bank and credit card transactions manually from time to time. How Can I turn off the automatic download feature? This is actually something QuickBooks Online does in the background. There is no preference for it. You can disconnect the download then reconnect it later. From the Blue Navigation Bar on the […]

We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date? 

To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2 […]

How to clear Vendor unpaid bills paid by other party or other loan payable account?

It involves one additional entry. Open new “Bank Clearing Account” under Bank type Go to Pay Bills (+ sign > Pay Bills under Vendor Heading) Select Payment Account = Bank Clearing Account Select Hand-written check (Starting Check No.) = some payment reference number (or Loan from..) Click Pay Bills button Next step is to write […]

How to make Journal Entry line items billable?

In QBO, there is no way to make Journal Entry billable like in QB desktop version. Instead, you will to enter as vendor expense, check, or bill. Then you can make it billable expense to customer or client.