Record a tip or gratuity on Sales Receipts in QuickBooks Online

You can record tips (gratuities) directly to Sales Receipt form. To enable Tips in QBO: From the homepage dashboard, click Gear icon at the top. Select Account and Settings under Your Company. Select Sales. Choose “Tips (Gratuity)” under Sales form content. “Who’s receiving these tips?” a screen will open. Select the correct account (income or […]

Price Rules (aka Price Levels) in QuickBooks Online

Price Rules is currently available in Plus plan only. It’s not available in Essentials and Simple Start plans. Customer type is linked to price rules feature at this time. Using pricing level you can establish different price points for Customer, more helpful for inventory items. But with customer type, you can filter the sales report […]

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 […]

#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 […]

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