What are the specific reports available in Plus version of Quickbooks Online

Plus plan is the top-of-the-line version of QuickBooks Online. The plan comes with main features like projects, purchase order, billable expenses to customers, class, location, budgeting, and inventory which are not available in Essentials.

These are the built-in standard reports available in Plus plan (June 2018).

Business Overview (19 reports):

  • Audit Log
  • Balance Sheet Comparison
  • Balance Sheet Detail
  • Balance Sheet Summary
  • Balance Sheet
  • Budget Overview
  • Bundget vs. Actuals
  • Business Snapshot
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss Detail
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Class
  • Profit and Loss by Customer
  • Profit and Loss by Location
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (11 reports):

  • Accounts Receivable aging detail
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

Sales and Customers (12 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Income by Customer Summary
  • Payment Method List
  • Product/Service List
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Product/Service Detail
  • Sales by Product/Service Summary
  • Time Activities by Customer Detail
  • Transaction List by Customer

What you owe (6 reports):

  • Accounts payable aging detail
  • Accounts payable aging summary
  • Bill Payment List
  • Unpaid Bills
  • Vendor Balance Detail
  • Vendor Balance Summary

Expenses and Vendors (5 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Expenses by Vendor Summary
  • Transaction List by Vendor
  • Vendor Contact List

Sales tax (3 reports):

  • Sales Tax Liability Report
  • Taxable Sales Detail
  • Taxable Sales Summary

Employees (3 reports):

  • Employees Contact List
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

For my accountant (15 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Recurring Template List
  • Statement of Cash Flows
  • Transaction Detail by Account
  • Transaction List by Date
  • Transaction List with Splits
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

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What are the specific reports available in Essentials version of Quickbooks Online

Essentials plan is the middle version of QuickBooks Online. The plan comes with main features like Vendor payables, time tracking, and recurring transactions which are not available in Simple Start plan. But it still lacks few other features like projects, purchase order, billable expenses to customers, class, location, budgeting and inventory which are available in Plus plan only.

These are the built-in standard reports available in Essentials plan (June 2018).

Business Overview (15 reports):

  • Audit Log
  • Balance Sheet Comparison
  • Balance Sheet Detail
  • Balance Sheet Summary
  • Balance Sheet
  • Business Snapshot
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Customer
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (11 reports):

  • Accounts Receivable aging detail
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

Sales and Customers (12 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Income by Customer Summary
  • Payment Method List
  • Product/Service List
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Product/Service Detail
  • Sales by Product/Service Summary
  • Time Activities by Customer Detail
  • Transaction List by Customer

What you owe (6 reports):

  • Accounts payable aging detail
  • Accounts payable aging summary
  • Bill Payment List
  • Unpaid Bills
  • Vendor Balance Detail
  • Vendor Balance Summary

Expenses and Vendors (5 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Expenses by Vendor Summary
  • Transaction List by Vendor
  • Vendor Contact List

Sales tax (3 reports):

  • Sales Tax Liability Report
  • Taxable Sales Detail
  • Taxable Sales Summary

Employees (3 reports):

  • Employees Contact List
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

For my accountant (15 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Recurring Template List
  • Statement of Cash Flows
  • Transaction Detail by Account
  • Transaction List by Date
  • Transaction List with Splits
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

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How to import all data in QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) Global version

Currently, they can convert a company file from QuickBooks Desktop to QuickBooks Online for Malaysia, Singapore, Hong Kong and the Philippines through Odyssey. Please refer to the article below about importing a company file for more details. If not, you can find other third-party application providers to help you with the conversion.

Frequently asked questions: Transfer data from QuickBooks Desktop, and other applications (Malaysia, Singapore, Hong Kong and Philipines only)

Alternatively, you can export your lists from QuickBooks Desktop to QuickBooks Online. You can find the detailed steps about this in these articles:

Import or Export List Data in QuickBooks Online
Common Questions about Importing Data to QuickBooks Online

QuickBooks Online March 2018 Updates

QuickBooks Online March 2018 Updates:
✔ Assign preferred Vendor/Supplier to the Products and Services List
✔ Assign default Class codes to the Products and Services List
✔ Quantity on Purchase Order (PO) column added to the Products and Services page

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1) Assign preferred Vendor/Supplier to the Products and Services List
QBO (available in Plus plan only) will now see the field Preferred Vendor/Supplier when setting up Inventory Items under the Purchasing Information section. A preferred vendor is also available as an additional column that can be added to the Product and Service List report.

If you add a Preferred Vendor/Supplier to your Inventory Items, and you select Reorder from the Action column for that item, the Purchase Order will automatically populate with that Vendor name saving you an extra step.

Preferred Vendor/Supplier
Preferred Vendor/Supplier

 

2) Assign default Class codes to the Products and Services List

A new Class field (available in Plus plan only) has been added to the Items on your Product and Services List. You can see the Class field directly under Category when adding/editing items. Adding a Class to your Items will save you time when entering Sales transactions as well as Expense transactions using those Items as the Class will automatically be assigned. The Class field has also been added to the Product and Services List report and the Physical Inventory Worksheet report.

Class to Item
Class to Item

 

3) Quantity on Purchase Order (PO) column added to the Products and Services Page

Quantity on PO (available in Plus plan only) has now been added to the Products and Services page. You will see the field directly underneath the Reorder point field.

The Quantity on PO field is a static field and pulls its calculations from open item quantities on Purchase Orders for all dates (including those dated in the future). The PO can belong to different vendors, but must not be closed. Also, for partially received POs, the item on the detail line cannot be manually closed.

• QTY on PO is now an available column on the Product and Services list
• QTY on PO is now an available column on the Product and Services List report
• Default column on the Physical Inventory Worksheet report

Mouse over tooltip, “Qty on PO” has been added to the QTY column of Sales and Purchases transaction forms. You will now know if quantities are on order at the time of the sale.

 

Quantity on Purchase Order
Quantity on Purchase Order

 
Blog Source


Be sure to check OUR QuickBooks Forum for questions and answers

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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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

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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QuickBooks Merchant Services or QuickBooks Online support — who should I contact for help?

QuickBooks Merchant Services or QuickBooks Online support — who should I contact for help?
QuickBooks Help
From the article:
This is an overview of whom to contact with issues related to your merchant account and QuickBooks Online:

You can update your business details, banking account information, and make many other useful changes without calling support!

Simply visit the merchant center at https://merchantcenter.intuit.com and sign in using your QuickBooks Online credentials.

For more information on how to process mobile payments with GoPayment, see Setting up and accepting payments using GoPayment. …


 







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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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FREE Trial
USA
CANADA

XERO - Alternative to QuickBooks

SAGE 50 Accounting

Limited Time Offer—Save Up To 37% On Sage 50 Accounting Software!