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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
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Where is Date Format located in new QuickBooks Online?
From the Home page screen Click Company Gear (top upper corner) Select “Company Settings” under Settings heading Select “Advanced” Select “Miscellaneous” Select “Date format” 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
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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
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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 […]
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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 […]
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How do I characterize a Line of Credit. What kind of account should it be in new QuickBooks Online?
In QBO, Line of Credit should be setup as Other Current Liabilities type account. See screenshot photo 1 below for account setup In QBO, you can transfer funds from Line of Credit account to Bank account. From the Homepage screen Select “+” sign Select “Transfer” under Other heading See screenshot photo 2 below for transfer […]
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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 […]
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Can I import Inventory with Quantity on Hand from Excel Spreadsheet in QuickBooks Online?
YES, you can import Inventory with Quantity on Hand from Excel Spreadsheet. Import from Excel spreadsheet (see attached sample spreadsheet format below) GO to the Company Gear (located in the upper right-hand corner) Select “Import Data” under the Tools heading Select “Product and Services” Click the “Choose File” button to import Follow the instructions I […]
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How to change cash flow forecast beginning balance in new QuickBooks Online?
In QBO, Cash Flow Forecast beginning balance is based on accrual basis accounting method. And, it is fixed. No way to change it from accrual to cash. If you are running the Balance Sheet and Profit & Loss reports, you will need run on accrual basis as well to match with Cash Flow Forecast report? […]
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How do I record a refund to a customer in new QuickBooks Online?
If you have credit balance in customer’s account (A/R) and need to refund customer by payment (by check or by online), you should be using Check or Expense under Vendors header, not Refund Receipt form which works differently. From home page screen, click “+1” sign Select check (or expense if you paying online) under Vendors […]