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QBO QuickBooks QuickBooks Online QuickBooks Online QBO

QBO Keyboard shortcuts and other ways to speed things up

You want it fast? Leverage keyboard shortcuts. They’re the quickest way to navigate QuickBooks so you can get in and out and back to business.

These are the shortcuts that the team has built into the new QuickBooks so far:

Keyboard Shortcuts
Keyboard Shortcuts

To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or ?] simultaneously.

We’re making transaction entry faster in other ways, too. Here are a few other changes you should see soon:

your last action (like save and new or save and close) will become the primary action the next time you need to use it
you’ll be able to tab across form fields in sequential order
We hope these changes will help you enter transactions more quickly and easily. Got other ideas for shortcuts and speedy data entry? Let us know.

Categories
Invoice

I would like to apply a percentage discount on just one item in my invoice. How can do it?

There is no way to set up a discount for a fixed amount at this time. This option for a % with subtotal is badly needed in new QuickBooks Online.

I Suggest sending in your QuickBooks Online Feature Requests here:
http://feedback.qbo.intuit.com/

Categories
QBO

How do you change date range on QBO QuickBooks Online home page so that the graphics permanently represent YTD or MTD?

There is no way to edit date range to make graphics permanently represent YTD or MTD.

 

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Categories
Invoice Recurring Transactions

How do I stop any recurring invoices in QBO?

To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated.

Here’s how to do it:

  • First, click the gear in the upper right of your Home screen.
  • Choose Recurring Transactions from the menu.
  • Click the recurring transaction to select it.
  • If you’d like to just Delete the recurring transaction, click Delete at the top of the list.
  • If you’d prefer to retain the template and change the schedule, click Edit at the top of the list.
  • Change the type to read either Unscheduled or Reminder.
  • Click Save template.

 

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Categories
Estimate Invoice

I accidentally created an Invoice rather than an Estimate. How to change it to an Estimate?

There’s no way to convert that Invoice to an Estimate.
QuickBooks Online doesn’t have a mechanism in place to create Estimates out of Invoices. You’ll have to manually create the Estimate and delete the Invoice.

 

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Categories
Customers Vendor

Where do I change the view to see inactive vendors and inactive customers?

  • From the blue navigation bar on the left
  • Go to Customer center (or Vendor center)
  • Go to “Settings” gear (located far right next to export to excel and print icons)
  • Select to include inactive checkbox from the dropdown list (see screenshot photo for reference)

If there is need to run inactive (or deleted) list/report

  • Go to Reports from the blue navigation bar again
  • Select Customer Contact List (or Vendor Contact List) from the go the report search box
  • Click “Customize” button
  • Select “Lists”
  • Change Status from “Not deleted” to “Deleted”
  • Click Run report

Click on the screenshot below to enlarge it
qboe-include-active

 

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Categories
QBO QuickBooks

How to add multiple companies in QBO like in QB desktop version?

Unlike QuickBooks desktop version (where you can create as many multiple company files as you want), QuickBooks Online is per one company file subscription. You can only have one business or company file in one paid subscription account. You can add multiple companies with additional PAID subscriptions under your same login account.

 

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Categories
Inventory Purchase Order Vendor

How to create a purchase order, receive inventory, enter bill and pay bill to vendor?

To create Purchase Order:

  • GO to “+” sign (top middle)
  • Select Purchase Order
  • Create Purchase Order

To receive inventory and enter bill:

  • GO to “+” sign (top middle)
  • Select “Bill” under Vendors heading
  • Select “Vendor” from the list (top left)
  • On right side “Purchase Order” add to link pop-up
  • Click “Add” link
  • It will automatically add to “Item details”
  • Check to see received everything from PO
  • Save and Close

To pay bill to vendor:

  • GO to “+” sign (top middle)
  • Select “Pay Bills” under Vendors heading
  • Select Vendor
  • Select and locate bill to pay
  • Save and Close

Click on the screenshots below to enlarge them

 

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Categories
Customers

How to edit Customer Information form?

  • From the homepage screen, go to blue navigation bar on the left
  • Select Customer (that’s CUSTOMER CENTER)
  • Locate Customer to edit
  • Double click Customer
  • Notice Edit (next to company name top right corner)

Click on the screenshot below to enlarge it

Customer Information Form
Customer Information Form

 

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Categories
Invoice

How to create my own invoice number?

GO to the Company Gear (upper right hand corner)

  • Select “Company Setting” under Settings
  • Select “Sales” under Settings  (or “Sales Form Entry” under Preferences)
  • Check-box “Custom transaction number” (see attached screenshot below for reference)
  • SAVE

GO back to create new Invoice

  • Click “+” plus sign
  • Select “Invoice” under Customers
  • Enter new “Invoice no.” (located at top right corner)

Click on the screenshots below to enlarge them

custom-transaction-number
custom-transaction-number

qboe_gear_custom_transaction_numbers

 

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