When I send an email to my customers, how do they look

Here’s an example of how your customer will see the email.

1) WHEN CUSTOMER RECEIVE EMAIL

a) From: Your Company Name
b) Subject: Invoice Number …. from Your Company Name

2) WHEN THEY OPEN THE EMAIL. THEY WILL SEE.

a) from: Your Company Name
<quickbooks@notification.intuit.com>
THIS, THERE IS NO WAY TO CHANGE IT.

b) reply-to: your email address

c) to: customer email address

d) cc: your email address (if you’ve selected email me a copy under messages settings under gear)

e) date: Sat, Feb 18, 2017, at 8:06 AM (format)

f) subject: Invoice I-20207 from Your Company Name

g) mailed-by: e.notification.intuit.com

h) signed-by: notification.intuit.com

This sample example is from Gmail.


 





 

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Sales Tax on Shipping Costs

What Small Businesses Need to Know About Sales Tax and Shipping
QuickBooks blog
From the article: For small businesses selling goods online to remote customers, shipping is an integral part of doing business. And, some states tax shipping costs just like they tax the purchase price for a product sold. But, then again … some states don’t. If you want to get your sales taxes right and avoid non-compliance penalties, you need to know when sales taxes on shipping applies. …

Related article: Top 5 Sales Tax Filing Mistakes That Small Businesses Make


Video Tutorial
QuickBooks Online – how to charge sales tax on shipping in QBO Invoices Sales Receipts


 







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How do I change an employee’s last name due to marriage

How do I change an employee’s last name due to marriage in QuickBooks Online Payroll?

The employee name will need to be changed on the employee edit page.

To edit the employee name:

  1. Click Employees on the left panel.
  2. Click the name of the employee to open the employee record.
  3. Click Edit employee at the top left under the employee name.
  4. Change the last name on that page and then click Done on the bottom to save the change.

OTHER HELPFUL TIPS:

1) Make sure your employee has changed their name first with the Social Security Administration before you change it in QuickBooks Payroll. Otherwise, there is a good chance to get a mismatch from the SSA. In addition, your employee may not get their wages credited towards their SS balance.

2) Yes, you can easily change an employee’s name this way in QuickBooks but QBO will make the change all the way back to the beginning of their employment which is not good. In QBO Payroll, there is no option to make the change with an effective date only. Send them your feedback here.
http://feedback.qbo.intuit.com/

3) Helpful article:
Social Security: How To Change Your Name After Marriage


 





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California Retirement Plan “Secure Choice” details

California Retirement Plan “Secure Choice” details

California State legislation has passed on a new requirement for California employers to provide a retirement plan for employees.

As it stands today the administration of the law is still pending on how it will be implemented for all employers.

Companies that currently have retirement plans will not need to do anything new as it is understood today.

This link provides the current details from the agency.


 




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How can I change the listing order of bank accounts on the new QB online dashboard

QuickBooks Online – How can I change the listing order of bank accounts on the new QB online dashboard





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New Homepage Dashboard. Feature Request Customizable Homepage Dashboard

QuickBooks Online: New Homepage Dashboard. Feature Request Customizable Homepage Dashboard


Customizable Homepage Dashboard Screen Feature Request

It would be nice to have a customizable dashboard homepage where actual users get to pick what they need to see and which navigation buttons they use the most to the homepage screen. At this point, it’s Intuit hard-wired homepage dashboard even on privacy mode. Many business owners saying when they’re sitting next to their customers and creating transactions, they’re not interested in sharing profit or loss, expenses, bank accounts, income, and sales chart.

What they like to see the most on the homepage screen:

1) To do list
2) One click favorite reports
3) One click invoicing
4) One click write check
5) Tasks reminder (this used to be on old homepage, gone now)
6) Recent activities (this used to be on old homepage, gone now)
7) Create your own design enhancement features.
8) Completely wipe out current graphs and bank accounts.
9) Block marketing tips
10) Sign out from the home page

Want customizable QBO dashboard to do your job? Send them your feedback here.

Let’s make QBO dashboard customizable and actually useful.

Where is Export to QuickBooks Online option when converting from QuickBooks Enterprise Solutions

Import Into Quickbooks Online From Quickbooks Enterprise
QuickBooks Help
Moving your file from QuickBooks Enterprise Solutions to QuickBooks Online? This step-by-step visual guide will help you do it…

To get “Sign into QuickBooks Online” screen open:
From the QuickBooks Enterprise Solutions screen > Press Ctrl+1 to open the Product Information window > Once opened, press Ctrl+b+q > Click OK to close the Product information window.
Look for this screen to open:
https://intuitcorp.quickbase.com/up/bfwy8i23w/g/rzx/eg/va/1.png

This applies to the US version only.

Also, see these related articles
Overview Guide Import To Quickbooks Online From Quickbooks Desktop
Import Into Quickbooks Online From Quickbooks Desktop For Windows (Us Only)
Condensing Your Quickbooks Desktop File For Import To Quickbooks Online

 






 
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CANADA

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QuickBooks Desktop QBD trial to export or import into QuickBooks Online QBO – US UK CA

This QuickBooks article is helpful for:
1) If you have QuickBooks desktop QBD company file saved on computer hard drive or on external hard drive storage and you need to export that file to QuickBooks Online QBO. This means you have backup company file but no actual QuickBooks desktop program.
2) If you want to cancel QuickBooks Online QBO subscription, and need to export the company file to QuickBooks desktop QBD. This is a way to have a backup company file.

 


Our Quickbooks Data Conversion Services

We can also help export or import into QuickBooks Online QBO.
If you want to move to QuickBooks (QBO and QBD), but not sure how to move your data, please call our consulting service at 858-798-5058 or email us at info@vpcontroller.com .


 
IMPORTANT: These links are only trials, so please don’t try to register these products because it won’t validate and you’ll be locked out.

If you need a QuickBooks Desktop trial to export or import into QuickBooks Online, you can download it here.
If you try to restore a file with a different region’s QuickBooks, it will not work.
Please ensure you are on the latest release of any version downloaded to ensure a smooth migration.

Already a Desktop customer and need to troubleshoot an issue? http://support.quickbooks.intuit.com/Support/ProductUpdates.aspx

QuickBooks Pro/Premier 2017 – 30-day trial

You need these minimum requirements on your system to install this trial.
This installation requires a reboot, so be sure you can close other programs before proceeding.
http://dlm2.download.intuit.com/akdlm/SBD/QuickBooks/2017/US_R1/QuickBooksPremier2017.exe
License number: 5756-3895-5371-772
Product number: 760-899
Trial Validation Code: 653934

Note: If you haven’t installed this product version previously, you may not need the validation code.

QuickBooks Enterprise Solutions 17.0 – 30-day trial

Do not use this for converting your file to QuickBooks Online unless you only have an Enterprise Solutions file.
You need these minimum requirements on your system to install this trial.
This trial link doesn’t require license and product information, and will automatically install without it.
http://http-download.intuit.com/http.intuit/Downloads/2017/Latest/Setup_QuickBooksEnterprise17Trial.exe

QuickBooks for Mac – 30 Day Trial

The QuickBooks for Mac 2016 trial can be found here:
http://intuit.me/1LEuYn0

Canada QuickBooks Trials

Already a Desktop customer and need to troubleshoot an issue? http://support.intuit.ca/quickbooks/en-ca/iq/Update-QuickBooks/Update-QuickBooks-Desktop/HOW15427.html
QuickBooks Pro/Premier 2016 – 30-day trial
These are trial versions and will not validate if you try to register them.

Pro Trial
Premier Trial
Premier Accountant Trial
For trial links for other years, go to http://support.intuit.ca/quickbooks/en-ca/iq/Install–Update-and-Convert/Install-QuickBooks-from-a-download/HOW15493.html

United Kingdom QuickBooks Trials

Already a Desktop customer and need to troubleshoot an issue? https://community.intuit.com/questions/1339022-manually-updating-quickbooks-uk
QuickBooks Pro/Premier 2015 – 30-day trial
These are trial versions and will not validate if you try to register them.

Pro Trial Version
Premier Trial Version

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