In newer version: Click the Company Gear (upper-right corner) Select Sales Click “Messages” (it’s inside; not visible from outside) Check box that reads “Email me a copy” Save
Category Archives: Company Settings
My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices?
My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices? On Invoices my company name is on the left with my logo but my personal name is written in huge letters across the top of the page and I need to know how […]
I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?
From the Homepage screen Click “+” sign (top middle) Select “Statement” under Other header How to email statement to a customer? Select “Edit” under Delivery Method column Default could be “None” Select “Email” from the pop up screen and follow the instructions Select “Create/Send Selected Statements” button It will send email and will end with […]
How to turn on time tracking in new QuickBooks Online?
From the Home page screen Click Company “Gear” (located at upper right hand corner) Select “Company Settings” under Settings header Select “Time Tracking” under Advanced header Save Where do i go to enter time? From home page screen, click “+” sign (top middle) Select “Single Time Activity” under Employees header Or Select “Weekly Timesheet under Employees header
How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?
From the Home page screen Click the Company gear in the upper right of your Home screen Choose Company Settings from the dropdown Click Advanced on the left Click in the Accounting section (it’s at the top of the page) Check the box for Close the books Enter a Closing date They offer 2 selections […]
Where is Date Format located in new QuickBooks Online?
From the Home page screen Click Company Gear (top upper corner) Select “Company Settings” under Settings heading Select “Advanced” Select “Miscellaneous” Select “Date format” Save New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date?
To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2 […]