Categories
Company Gear Company Settings

How to email me a copy of Invoice in new QuickBooks Online?

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

Message Email me a copy
Message Email me a copy
Categories
Company Gear Company Settings Company Templates Custom Form Styles Customer Center Customers Customers Center

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 to remove my name.

You will need to change company name setting

To do to this task:

From the Home page screen

  • Select the Company Gear (top upper corner)
  • Select Company Settings under Settings header
  • Select Company
  • Double click on company name, info and change it as needed
  • Save

Company Name Info
Company Name Info

Categories
Company Settings Customer Center Customers Settings Statement

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
Statement
Statement

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 “Statements Created” message report.
Statement Delivery Method
Statement Delivery Method
Statement Choose Type
Statement Choose Type
Statement Delivery Email
Statement Delivery Email
Statement Created
Statement Created
Categories
Company Gear Company Settings Time Sheet

How to turn on time tracking in new QuickBooks Online?

Setup Time Tracking
Setup Time Tracking

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?  

Enter Time Tracking
Enter Time Tracking

From home page screen,

  • click “+” sign (top middle)
  • Select “Single Time Activity” under Employees header
  • Or Select “Weekly Timesheet under Employees header

Categories
Close the books Company Gear Company Settings Year End

How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?

Accounting Close Date Setup
Accounting Close Date Setup

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 from the dropdown selector

a) Allow changes after viewing a warning
b) Allow changes after viewing a warning and entering password

  • Select One based on your accounting security need. Selection with password will protect more since password is assigned here by the admin.
  • Click Save
  • Click Done
Accounting Close Date Warning
Accounting Close Date Warning
Accounting Close Date Warning with Password
Accounting Close Date Warning with Password

New QuickBooks Online Plus – How to enter various expenses in new QBO?

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

 

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Categories
Company Gear Company Settings

Where is Date Format located in new QuickBooks Online?

Date Format
Date Format

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

 

Categories
Company Gear Company Settings Custom Form Styles Customer Center Customers Invoice

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 and photo3 for reference.

qboe-customize-sales-summary-by-days1
qboe-customize-sales-summary-by-days2
qboe-customize-sales-summary-by-days3