Sales Receipt

Sales Receipt ●●► Bill your customer (client) and receive payment at the same time See related articles reagarding how to create an Invoice? Create an invoice if you bill your Customer and expect to be paid later like Net 15 or Net 30. If you track sales tax, set it up on the Sales Tax …

2017 January QuickBooks Online Dashboard – Find Your Way Around

Here is the quickest reference guide to 2017 January homepage dashboard in QuickBooks Online. 1. Left navigation bar 2. Create (+) icon 3. Main Gear icon 4. Bank download 5. Help   1. Left navigation bar It shows the menu of items: Customers Center Vendors Center Employees Payroll Center Transactions to see related subitems like …

Converted to a new accounting system from QBO. What QBO data do I need to keep in the event of an audit?

Here is a list of reports I recommend to have it on record (export to excel, or save as pdf) before canceling the QBO subscription: General Ledger (All Dates). Depending upon the file size limits, it may need to be downloaded in batches. Trial Balance by Fiscal Year Ending Bank Reconciliation Reports (for last three …

What are the specific reports available with the Simple Start version of Quickbooks Online

First, Simple Start plan may be the best value for the bucks if your business just needs to sync bank accounts to the QuickBooks, categorize transactions to generate the Profit and Loss report; and there is no need for Accounts Payable feature. These are the built-in standard reports available in Simple Start plan as of …

Navigation

The Navigation Bar From the QBO home page screen > go to navigation bar on the left. The Navigation Bar has the items that you used to see in tabs across the top of the page (like Customers, Vendors, Banking and Employees). This is where you come to see how you’re doing, what you’ve done, …

Bill

Enter “Bill” from vendor (supplier) to be paid later. This is to record transactions as Accounts Payable (A/P) in QuickBooks. These are for purchased items or supplies, they are to be paid at a later date. Normally, your supplier will give terms at the time of purchase and it will show as terms and payment …

How can i import QuickBooks Online into a new QuickBooks desktop version I bought using Google Chrome, NOT Internet Explorer

You must use Internet Explorer to move your company data from QuickBooks Online to QuickBooks Desktop edition. To export data: From the home page screen > company gear (upper right corner) > tools > export data Click on the screenshot below to enlarge it The export to desktop provides you with a local copy file …

How does “Inventory in and out” work in QuickBooks Online Plus?

This article will guide you on how to handle inventory step by step. First, let’s start with understanding what “Inventory in and out” means in QBO. It means you will be adding (in) purchased inventories to Inventory Assets account that is current assets type to the chart of accounts and you will be subtracting (out) …