Products & Services – NEWQBO.COM

How to make batch inventory stock quantity adjustment after physical count

How to make batch inventory stock quantity adjustment after physical count in QuickBooks Online Inventory Here is how to make batch adjustment inventory quantity on hand after physical count or just want to make qty adjustment in inventory. 1. Select “Gear’ icon at the top. 2. Select Products and Services under Lists. 3. Select Filters […]

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 […]

Coming QBO Improvement – Price Rules (aka Price Level List on QB Desktop)

Manage your multiple price lists for different customer types with ease. Eliminates the hassle of maintaining and remembering who gets what price for what items. To turn the Price Levels ON in QBO (COMING FEATURE): Gear at the upper right corner > Your Company > Account and Settings > Sales > Products and Services > […]

Step-by-Step Guidance: create sales receipt template with bundle and enter daily sales summary

In this free video tutorial, you will learn step-by-step instructions on how to create sales receipt template using bundle feature and also how to enter daily sales summary using that template. This video tutorial is specifically designed for retail, service and restaurant businesses. If you’re a bookkeeper or office staff whose job tasks include entering […]

How to batch switch from service items to non-inventory parts without going into each individual item

You can batch “Change type” from service to non-inventory type or non-inventory to service in QBO. However, for service to inventory or non-inventory to inventory type, you can’t do batch change type, you will need to edit and change one item at a time. To make batch “Change type” from service to non-inventory type: 1) […]

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 […]

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