How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt). Related setting: Advanced | Chart of accounts | Shipping account […]

How do I change the first day of the week on my time sheet

You can change the first day of your work week in your Company Preference Settings. Choose the Gear icon at the upper right corner Your Company Account and Settings Click Advanced In the Time Tracking section, click on the Edit icon. This will show the First day of work week field From the drop-down menu, […]

Copy an Estimate to a Purchase Order

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Track Classes in QuickBooks Online

Class Tracking Class tracking is available in Plus plan only. Adds a Class field on forms so you can use to categorize your accounting transactions to different product lines.   First, to enable Class Category feature on: from the home page screen > company gear (upper right corner) > settings > company settings > company […]

Track Locations in QuickBooks Online

Location Tracking Location tracking is available in Plus plan only. Adds a Location field on forms so you can assign transactions to different locations like stores, sales regions, and counties. First, to enable Location Category feature on: from the home page screen > company gear (upper right corner) > settings > company settings > company […]