How to run customized Sales Report by Sales Rep in new QuickBooks Online?

There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how […]

How to run Sales Tax Liability report to get Total Sales and Taxable Sales with Tax Collected in new QuickBooks Online?

In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to word around. To do this, you […]

How do I add a client purchase order onto my invoice, ie how do I show this on the invoice is there a custom column?

In new QBO, they’ve up to three custom fields selections available to customize invoice layout. You can pick one field for Client Purchase Order Number. From the Home page screen Select the Company Gear (located top upper corner) Select “Company Settings” under Settings header Select “Sales” under Settings” Select “Sales Form Content” Select “Custom Fields” […]