OneSaas – Cloud Integrations Made Easy
OneSaas automates order processing and accounting for multi-channel sales
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To check the status on a check you can run a Check detail report Select the blue navigation bar on the left Select Reports Go to Report (magnifying glass) and type Check Select “Check Detail”from the dropdown selector list This report will provide all issued checks. Once report is open click Customize button (top left…
Where is the bank register in new QuickBooks Online? From the Home page screen Go to the blue navigation bar on the left Select Transactions Select Registers Locate the bank account on Registers list Double click the bank account “Find in Register” button (top upper right) “Customize” button column (top left) “Go to Ref #…
From the Home page screen Go to Transactions (left blue navigation bar) Select Print checks Click on Alignment and Setup to change the check type You can do this as often as you need to
Run Transaction Detail by Account and customize the report to show just Automobile Expense account. Select the blue navigation bar on the left Select Reports Go to Report (magnifying glass) and type Transaction Select Transaction Detail by Account from the dropdown selector list This report will show all transaction details by all accounts We will…
From the Home page screen Select Company Gear (top upper corner) Select Recurring Transactions under Tools header They have three template types of recurring transactions: Scheduled Reminder Unscheduled You can also create new recurring transactions from here by clicking NEW button. They have the following interval to set up: Daily Weekly Monthly Yearly You can…
(1) Try “Vendor Credit” form (from create “+” sign > Vendor Credit under Vendors header) If you are using “Enter Bill” form to enter vendor bill and returning to the same vendor, you could use Vendor Credit form. It will show negative Vendor balance. (2) For returning credit for Credit Card purchases > use Credit…
In new QBO, open the Invoice form Click “Customize” button (located at bottom middle) Add personality to your forms will open Select Columns Under Quantity and Rate column, change Quantity to Hours Save See screenshot photo for reference
From the Home page screen Select the Company Gear (top upper corner) Select “Chart of Accounts” under Settings header Select “New” button New Account screen will open Category Type = Bank Detail Type = Bank account type (like checking or savings) Name = Name of the Bank Description = Same as name (with acct number…
In new QuickBooks Online, disconnecting an account isn’t exactly in an obvious spot. To disconnect an account from online banking, we’re going to want to start in the upper right by clicking the little company gear, and then choose Chart of Accounts under settings. We’re going to click the connected account (you can tell it’s…