Which versions of QBO support the multi-currency feature

Multicurrency feature is available in QuickBooks Essentials and QuickBooks Plus only. This feature is not available in QuickBooks Simple Start. To turn on Multicurrency feature in QBO: From the home page screen > Gear icon (at upper right corner) > Your Company Settings > Account and Settings > Advanced > Currency > Multicurrency Note: Once […]

Handy reference to inventory item fields

Here is a handy reference on how to fill out fields in an inventory item screen you are creating. You might not see some of these fields in your inventory item screen depending on your choices in Company Gear icon (upper right corner). You will need to enable Quantity on Hand (QOH) inventory tracking in […]

How to handle a partial payment when creating an invoice in QBO?

Case: A customer bought $105.00 worth of product and paid $80.00 in cash. You need to send an invoice to the customer for the balance. How would you handle this in QBO? First, create a new invoice using product/service item code for $105.00. Use deposit field to post $80.00 as the prepayment on that invoice. […]

How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online

Case: With recurring transactions none of the invoice numbers ever change. They are the same month to month, as well as across multiple customers with same invoice number. It is becoming a huge problem getting paid from Customers (Clients) when they see the same invoice number every month. First, we will need to turn on […]

Can QuickBooks Online remind me that I need to create an invoice

Yes, you can set up “Reminder” in QuickBooks Online. This is how you do it: From the home page screen Click on your company gear in the top right corner Click Recurring Transactions under the Lists column Click New Change the Transaction Type to Invoice Change Type to Reminder Your reminder will show up in […]

#QuickBooks #QBO – How to assign employees to classes

First, you need a PLUS plan to have class tracking features. To turn on the class tracking: From the home page screen At the right upper corner, click the company gear icon. Select Company Settings under Settings. Under Company, click anywhere on Categories. Select Track classes. Select Warn me when a transaction isn’t assigned a […]

QuickBooks Multicurrency in QuickBooks Online US

With QuickBooks Online (QBO) multi-currency, you can track transactions in more than one currency. Multicurrency affects many accounts and balances in company file and the preference can’t be turned off once it’s been turned on. Important: Since you cannot really back up company file (with all the features and the settings) in QBO at this […]

How can i import QuickBooks Online into a new QuickBooks desktop version I bought using Google Chrome, NOT Internet Explorer

You must use Internet Explorer to move your company data from QuickBooks Online to QuickBooks Desktop edition. To export data: From the home page screen > company gear (upper right corner) > tools > export data Click on the screenshot below to enlarge it The export to desktop provides you with a local copy file […]

QuickBooks – How do I edit the footer message which appears in all my Invoices

To edit the invoice footer message: From the home page screen Click in the company gear at the upper right Go the settings Click custom form styles Find the Standard template under Name and click Edit under Action Select Footer See “Message to customer”. This is where you can edit the message details from the […]

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