Set up QB Online. Connected and downloaded transactions from bank. Reports show no data.

Listen to me carefully, just because you have setup QBO, connected to bank account and downloaded from the bank that does not mean you have hired a bookkeeper to do the job for you. You still have to move from new transaction from bank feed to in QuickBooks area. From the home page screen > […]

Closing the books feature in new QuickBooks Online

 In new QuickBooks Online, they have feature called Closing the Books. The main purpose of officially closing the books is to protect transactions in previous periods from being changed. This is done by setting up and requiring a password to edit transactions past a particular date. Both Master and Company Administrators can set the closing date and password: […]

How to change messages greeting appear on customer invoices in new QuickBooks Online?

You can remove or make changes to messages greeting that appear on Customer Invoices in new QuickBooks Online. You will need to change company settings. From the home page screen Select the Company “Gear” (upper-right-corner) Select “Sales” Select “Messages” Select Default email message sent with sales forms. Uncheck “Use greeting” or make appropriate changes. It […]

How to disable the request for customer email in sales receipts?

Question: How can I disable the request for customer email in sales receipts. I don’t want to send or enter the customers email. I want to save Sales Receipts. And the transaction can’t save until I enter an email. Answer: On the Save and Send button, click the drop down arrow and use either Save […]

How to run customized Sales Report by Sales Rep in new QuickBooks Online?

There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how […]

How to add Billable Hours and Rate to Invoices from Timesheets (Employee or Contractor) in new QuickBooks Online?

You can get there by clicking the Customize button tab at the bottom (middle section) of the Invoice, Estimate, and Sales Receipt. Select “More” > Check boxes to show Billable to include employee name, hours and rate. You can also get there from the Company Gear (upper-corner) > Company Settings under Settings header > Sales […]

How do I add custom fields in Purchase Orders? For example, I like to enter a due date and a customer reference.

How do I add custom fields in Purchase Orders? For example, I like to enter a due date and a customer reference. They have three custom fields available to add in Purchase Order Form. To add custom fields: From the home page screen Select the Company Gear (located at upper-corner) Select “Company Settings” under Settings […]