QuickBooks Online Accounting for Sole Proprietorship Business (QBO Tutorial For Beginners)

QuickBooks Online Accounting for Sole Proprietorship Business (QBO Tutorial For Beginners)

Get free QuickBooks Online QBO training with easy How-To-Use video tutorials and visual guides. Learn QBO whenever you want and at your own pace.
Switching to QuickBooks Online from a desktop version of QuickBooks? Also, check out our video tutorials!

Video duration: 1:27:16

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 to open multiple QBO companies under different or same user id using chrome browser

QuickBooks Online – How to open multiple QBO companies under different or same user id using chrome browser





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QuickBooks Online Help – How and when can I contact Support? (US only)

QuickBooks Online Help – How and when can I contact Support? (US only)
QuickBooks Help
From the article. Need help? We’re here for you! Our normal business hours are Monday – Friday from 6 am to 6 pm Pacific time and Saturday from 6 am to 3 pm Pacific time. We can be reached at 800.488.7330 during these hours …

Call us right now at (858) 798-5O58 for information about QuickBooks private training. Or visit our quick QBO consulting help - http://newqbo.com/paid/

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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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Guide to importing inventory from QuickBooks Desktop older than 2015

If you have QuickBooks Desktop file older than 2015 with inventory items and try to convert to QBO, read this article first. You will need 2015 or newer version to import inventory properly. They offer you the latest trial version. Click here for trial links. This is for US version only.
Note: Even with this latest version of QBD, you may experience some issues with inventory in QBO. Also, you may want to a 100% physical inventory, and adjust current qty to match in desktop before exporting to QBO. There is no value adjustment in QBO.

See also QuickBooks Help article.
 

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