Author: admin
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How to import INVOICES from Excel in QuickBooks Online QBO
UPDATE: This import invoices from the Excel CSV feature is available on all QBO plans now. Steps: Gear – Tools – Import Data – Invoices.
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How to Setup Customer Type and Run Sales Detail by State Using Customer Type in QuickBooks Online
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How to record Prepaid Unearned Income? How to convert this Prepaid Unearned Income to Revenue Income when it becomes Earned Income?
As a general accounting method (especially if you’re an Accrual basis)*, you would record Prepaid Unearned Income from Customer to a Current Liability account. See the screenshot below for how to create this account in your Chart of accounts. You’ve two ways of handling this, select one which works best for your business. Option 1: If you’re depositing this…
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Can I print or download a report of deleted and voided Invoices in QuickBooks Online?
Currently, there is no such standard report in QuickBooks Online. However, you can run the Audit Log report for transactions and filter it to Show deleted/voided transactions and Using Accounts Receivable (A/R) as a source account for Invoices. Unfortunately, you can print this report but not export it to Excel or PDF at this time.…
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How to Set Price Rules in QuickBooks Online
Price Rules feature is currently available in Advanced plan and Plus plan only. It’s not available in Essentials plan and Simple Start plan at this time. How to turn Price Rules? From the Gear icon on the top right corner, go to Your Company and select Account & Settings. From the menu, select Sales. Select…
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How to change Customer Label in QuickBooks Online
To change the customer label: Select the Gear icon at the top, then Account & Settings under Your Company. Select Advanced then choose the pencil icon in the Customer label section under Other preferences. From the drop-down menu, choose your preferred customer label. They currently have seven labels to choose from (Clients, Customers, Donors, Guests, Members, Patients, and Tenants). Choose Save, then Done. Note: Some…
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Setting up and applying automatic LATE FEES Invoices in QuickBooks Online QBO
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Learn how to email your expense receipts to QuickBooks Online
If you have a receipt, you can email it to QuickBooks. They will extract info from it and create a transaction for you to review. You will see them in the Banking > Receipts tab. Then you can edit the receipt, add it to an account, or match it to an existing transaction. You’ll also…
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QuickBooks Live Full-Service Bookkeeping
QuickBooks Live is a new, monthly service from Intuit that provides certified experts to ensure that small business owners’ books are always accurate. QuickBooks Live provides small businesses with three key benefits: Their books done right—guaranteed Focus on their business, not their books Year-round confidence General Details on What the Service Provides: · Dedicated Team:…
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Where is Journal Entry in QuickBooks Online – Review User view for Business and Accountant
Update on “+ New” look QBO introduced two new features with “+ New” create transactions screen. New “User view” for Business view and Accountant view Gear icon – Account and Settings – Advanced – User view Select “Accountant View” for a classic look with Journal Entry under Other Select a “Business View” for a new…
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Intuit’s acquisition of ChronoBooks offers enhanced productivity with QuickBooks Online Advanced
Intuit® is taking the next step in making QuickBooks® Online the premier solution for small- and mid-size businesses (SMBs) by acquiring ChronoBooks, a cloud-based solution that accountants and SMBs rely on to view and restore historical QuickBooks Online activity. In the near future, each QuickBooks Online Advanced plan will include ChronoBooks at no additional charge. …continue reading…
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How to Invoice your Customer for Sales Tax only in QuickBooks Online QBO
This video will show step-by-step instructions on how to Invoice your customer for missing Sales Tax only. Be sure to watch the video to the end, so you will not miss any steps. If you have any questions regarding this one or any, be sure to visit the “Ask Question” forum by clicking the link…