Categories
Chart of Accounts COGS Company Gear Company Settings Cost of Sales Expense Expenses Invoice QuickBooks Online QBO

Track billable expenses and items as income in a single account or in multiple accounts

Adds a “Use for billable expenses” checkbox to an account’s edit screen in the Chart of Accounts.

Categories
Bill Company Gear Company Settings Expense Lists Products & Services QuickBooks Online QBO

Item details tab not showing up to enter Expense for Non-inventory type and Service type items

In order to show Item details tab on Expense form, first, you need a Plus plan. Essentials and Simple Start does not have Item details tab feature.

If you have a Plus plan, you will need to check the following two setups:
1) Gear settings for Expenses – Gear at the top right corner > Your Company > Account and Settings > Expenses > Bills and expenses > Show Items table on expense and purchase forms > On > Save.


2) Product/Services information setup form – Gear at the top right corner > Lists > Products and Services > Select Add new button (or for an existing item, click “Edit” under Action column) > Purchase information > Select “I purchase this product/service from a vendor” checkbox > Save and close.

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Categories
Company Gear Company Settings QuickBooks Online QBO

Bills and Expenses tab under Gear Account and Settings in QBO plans Simple Start, Essentials and Plus

Bills and Expenses under Gear Account and Settings
Categories
Company Gear Company Settings Customers Invoice Sales Receipt Sales Receipt 2 Settings

How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save
Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt).

Related setting: Advanced | Chart of accounts | Shipping account

If you like the “Ship Via” field to have a drop down box to select, it’s not available yet (2/19). This’s still a text field. You will need to manually enter it every time you create Sales Invoices and Sales Receipts.

Categories
Company Settings Customers Sales Sales Receipt Sales Receipt 2

Record a tip or gratuity on Sales Receipts in QuickBooks Online

You can record tips (gratuities) directly to Sales Receipt form.

  1. 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 liability).

For Income, select “Just me”. This means you’re recording tips earned by you.
For liability, select “My team”. This means you’re recording tips earned by your employees/contractors to be distributed later.

Who’s receiving these tips? 
This will automatically create “Airy New” template. Currently, Tips template is only available in Airy style.

The default Tips account can be changed from (Just me to My team or vice versa) from Gear Account/Settings under the Advanced tab. Change Tips account from the Chart of Accounts.

Chart of accounts > Tips account

Tips can also enabled from inside the GoPayment POS App.

GoPayment App Tips settings

Currently, Tips feature is only available on Sales Receipts (not on Invoices).

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Categories
Company Settings Customers Invoice Online Payment Button Pay Now Button QuickBooks Payments

E-Invoicing: Accept bank transfer and credit card payment options from invoices you email to customers

In order to accept Bank Transfer and Credit Card payments from invoices you email to customers, you need an active QuickBooks Payments merchant account and payment options enabled in QuickBooks.

To link your QuickBooks Payments account to QBO
(If you already have Intuit Payments merchant account you will need to verify if it’s attached to your QuickBooks Online company.)

1. Click on the Gear (⚙) icon at the top right corner of the QBO homepage.
2. Select Account and Company Settings under Your Company tab.
3. Select Payments on the left-hand side.
4. Ensure you have an active payments account.

If QuickBooks Online is not enabled for payments you will have a green “Learn more” button and “Finish setup” button. Use the appropriate button to sign up for payments or connect an existing account.
If QuickBooks payments setup is already enabled you will see Manage Details button.

 

ENABLE FOR QUICKBOOKS PAYMENTS

 

VERIFY YOUR MERCHANT ACCOUNT ENABLED

 

Turn on Online Invoicing

1. Click on the Gear (⚙) icon at the top right corner of the QBO homepage.
2. Select Account and Company Settings under Your Company tab.
3. Select Sales on the left-hand side.
4. Scroll down and select Online Delivery to be sure to change Email options for Invoices drop down to say Online Invoice and click Save.

 

 
Now when creating invoices you can check or uncheck Bank transfer ACH and Credit card payment options.

E-INVOICING: ONLINE PAYMENTS

 

RELATED ARTICLE:
QuickBooks Merchant Services or QuickBooks Online support — who should I contact for help?

Categories
Company Settings Customer Center Customers Customers Center Invoice Price Rules Products & Services Sales Receipt

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 is probably helpful data to all the users

How to set up and use special pricing for selected or all customers in QuickBooks Online?
1. Setup New Customer Type (Dashboard > Sales > Customers > Customer types > New Customer type).
2. Turn on Price Rules (Gear > Your Company > Account and Settings > Sales > Products and Services > Turn on Price Rules).
3. Setup New Price Rules (Gear > Lists > Products and Services > Drop-down arrow under MORE > Price Rules).
4. Create Invoice or Sales Receipt (Create + sign > Customers) > Select (or use default) Price Rules under Rate column.

Educational and Instructional Video:

QuickBooks Online QBO Price Rules (aka Price Levels) – Special pricing for selected or all customers



Categories
Company Gear Company Settings Multi Currency

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 you turn on Multi-Currency, you can’t turn it OFF.

 

Also, check out our extensive multi-currency article: http://newqbo.com/multicurrency/
 

Multicurrency feature available in QuickBooks Essentials and QuickBooks Plus.
Multicurrency feature available in QuickBooks Essentials and QuickBooks Plus.

 

Multicurrency feature is NOT available in Simple Start.
Multicurrency feature is NOT available in Simple Start.

 


RELATED ARTICLES:
QuickBooks Multicurrency in QuickBooks Online US

 








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Categories
Company Gear Company Settings Manage Users Your Account Your Company

How do I transfer master admin in the simple start version single user plan

Since the Simple Start plan with the single user doesn’t allow you to actually transfer Master Administrator rights to another user, you will need to edit the user information. You’ll also want to make sure the email tied to the account and the login information are correct.

To edit the User Information:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Manage Users.
  3. Highlight “Master Admin” area before clicking Edit button.
  4. Click the blue Edit button.
  5. Edit the first and last name, as well as the Email Address, to have the correct information for the person who should be the Master Administrator.
  6. Save.

edit master admin1

edit user info

To change the “User ID” and Sign In info, if needed:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Your Account.
  3. On the left side, select Personal Info. Under the “Sign In info” section, choose “Change” link and change the User ID, Email address, Email address and Security question to what they need to be.
  4. Save.

It is possible on some versions they may have moved “You Company” to left side and combined and renamed as “Account and Settings”. If so, you will see “Manage Users under “Your Company on the left side as well.

sign in info

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Categories
Company Gear Company Settings Inventory Products & Services

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 Company Settings.

From the home page screen:
- Company Gear (upper right corner)
- Settings
- Company Settings
- Sales
- Products and Services
 
Show Product/Service column on sales formsAdds a Product/Service column on sales forms so you can choose from a list of products and services to include.
Track quantity and price/rateAdds Quantity and Rate fields to sales forms so you can track this information for products and services.
Track quantity on hand Lets you track available stock for each product you sell and its related inventory costs.

Click on the screenshots below to enlarge them
inventory tracking settings

Inventory item screen fields

FieldsReference Guide
NameEnter the name of the product item you are selling or Stock Keeping Unit (SKU). SKU could be manufacturer's part name or your own unique product code.
SKUManufacturer's part number or your own unique product code.
Note: You cannot select SKU on sales forms at this time. However, you can search it on Products and Services page.
Upload PhotoRecommended dimensions are 120 x 120 pixels.
Is sub-product/serviceIf the product is a sub-item, select it from the list under parent product name. Do not use parent product name. In our example, "Tools" is the parent product name and "Pipe Wrench" is the sub product item.
Track Quantity on Hand (for inventory items)
I track quantity on hand for this product. This enables inventory cost accounting.
When you select this checkbox, "Initial Quantity On Hand" and "As Of Date" fields will be displayed.
Initial Quantity On HandEnter a zero or actual quantity on hand. Bear in mind!! These two factors must be taken into account when computing actual quantity on hand: 1) all vendor purchased inventory items are recorded in QuickBooks (no unentered vendor bills left); 2) all sales invoices and sales receipts are shipped out (no outstanding shipments left).
Make sure actual quantity you are entering is 100% accurate. QBO is not that friendly when it comes to making inventory adjustments later.

As Of DateEnter "as of date".
Inventory Asset Account
Use default "Inventory Asset" account. It is best not to change it.
Sales Information
Description on sales forms
This is what the customer/client see on all sales forms (invoices and sales receipts).
Purchasing Information
Description on purchase forms
This is what the vendor sees on purchase orders.
Price/RateEnter the price you will sell it for. You can also change this price when creating a sales form.
CostEnter actual cost if you have "initial quantity on hand". Do not create sales form if you have zero Quantity on Hand.
Income account
(Sales of Product Income)
Default is "Sales of Product Income" account. It is okay to select other product income account.
Expense account
(Cost of Goods Sold)
Default is "Cost of Goods Sold" account. It is better not to change it.
Is taxableSelect "Is taxable" checkbox if the product item you are selling is taxable.

inventory fields

 

YouTube Tutorial Video: