In QBO, they’ve recently introduced “Manage Routines” feature at the QuickBooks Labs.(Gear icon at the top > Your Company > QuickBooks Labs > Routines for QuickBooks > ON). This feature is to automate repetitive tasks (like send an auto email reminders), set up custom alerts. Once you Turn this feature ON at QuickBooks Labs, go […]
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How to delete downloaded items from Banking For Review tab
Will Class Tracking Function Convert from QuickBooks Desktop
Yes, it will convert from QuickBooks Desktop into QuickBooks Online Plus plan. Make sure you have a Plus plan. The class Tracking feature is not available in Essentials and Simple Start plans.
Record a tip or gratuity on Sales Receipts in QuickBooks Online
You can record tips (gratuities) directly to Sales Receipt form. To enable Tips in QBO: From the homepage dashboard, click Gear icon at the top. Select Account and Settings under Your Company. Select Sales. Choose “Tips (Gratuity)” under Sales form content. “Who’s receiving these tips?” a screen will open. Select the correct account (income or […]
How to add the second or additional company in QuickBooks Online
In QuickBooks Online, it’s only one entity is allowed per subscription. For a second (or additional) entity, you will need to purchase a different subscription. But you can switch between the multiple entities under one user ID. Note: There is no option to create multiple companies from one paid subscription in QBO like in QuickBooks […]
How do you set up multiple accounts for 1099 MISC Box 7 in Quickbooks Online
You can select “Multiple accounts” to report in Box 7 on the 1099Misc. You should see that option with the Prepare 1099s under Accounts #2 tab (see screenshot).(From the left dashboard > Expenses > Vendors > Click Prepare 1099s at the top right right corner > Continue your 1099s > Go to #2 Accounts > […]
How to import QuickBooks QBB file to QuickBooks Online QBO
QBB is a file extension for a backup file format used by Quickbooks desktop.There is no way to directly import QBB file to QuickBooks Online (QBO).You will need QuickBooks desktop version program to restore this backup company file. Here is more information on how to restore a backup company file in QB desktop version:https://community.intuit.com/articles/1436903-restore-a-backup-company-file You […]
Can Import transactions from Mint into Quickbooks Online
Currently, there’s no process of importing transactions from Mint.com directly to QuickBooks Online (QBO), nor can it export information from QBO to Mint. If its all bank transactions, then you may be able to export from Mint as a CSV (comma-separated values) file. But it’s the same thing as importing directly from your bank account. […]
How to send customers clients batch reminders by email on past due invoices
Here is how to send customers clients batch reminders by email on past due invoices in QuickBooks Online: From the left dashboard > Click Sales tab > Select All Sales > Click Unpaid Last 365 Days (Overdue) Money Bar > Optional: Go to middle Gear at the far right, click “Show more” link and add […]
How do I view or print previous bank reconciliation reports in QuickBooks Online QBO
To view or print the previous bank reconciliation report: 1. From the left Dashboard, select Reports. 2. Go to “For my accountant” section and select Reconciliation Reports. 3. Select Account. Select Report period. 4. Select “Statement Ending Date”. 5. Click “View Report” under Action column. 6. Click Print icon to print the report. How to […]
