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How to set it up and enter bank Line of Credit (LOC) transactions in new QuickBooks Online?
To track a line of credit (LOC) extended to your business, create a liability account with an opening balance of zero in your Chart of Accounts. From the Home page screen Go to the Company Gear (right upper corner) Select Chart of Accounts under Settings header Select the blue “New” button (right corner) A new “Account” information screen […]
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How to handle Class Tracking in new QuickBooks Online?
This feature is only available in QuickBooks Online PLUS level subscription. To Enable Track classes on From Home page screen Go to the Company Gear (right upper-corner) Select Company Settings under Settings Select Company Select Categories Select “Track Classes” On To create new “Class”, you can go to “All Lists” (from Company Gear > select […]
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How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online?
How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online? Assuming you have opened merchant services with Intuit QuickBooks payment account, to check and verify the customers credit card payments you’ve received You can visit https://merchantcenter.intuit.com Go to Activity Select Reports Select Deposits
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How to locate and apply “Undeposited Funds” in new Quickbooks Online?
From the Home page screen Select Create “+” sign (top middle) Select “Receive Payment” under Customers heading Select Deposit to “Undeposited Funds” account This will create Undeposited Funds as debit balance on the current assets account of the Balance Sheet. “Undeposited Funds” account balance is like a temporary clearing account. In order to clear the […]
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How do I record negative (credit) Vendor (Supplier) Bill in new QuickBooks Online?
How do I record a negative Vendor bill? If it’s for vendor’s (or supplier’s) credit bill: Click Create “+” sign in the middle (see attached screenshot below for reference) Select “Vendor Credit” under Vendors It will leave a credit balance on Accounts Payable under Vendor’s Name. New QuickBooks Online Plus – How to enter various […]
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How to request add new bank in banking feed in new QuickBooks Online?
From the Home page screen Click Transactions (on the left side of blue navigation bar) Click Banking Click Add Account (in the upper right corner) Enter your bank’s name, then click Find Click the blue link for Request that we add your bank (in the middle of the page) Enter either the bank name or the URL of your bank’s website, then click Add My Bank […]
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How to email me a copy of Invoice in new QuickBooks Online?
In newer version: Click the Company Gear (upper-right corner) Select Sales Click “Messages” (it’s inside; not visible from outside) Check box that reads “Email me a copy” Save
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How do I clear the temporary Internet files/cache?
Clearing the browser cache (deleting temporary Internet files) is a good way to start the browser with a clean slate. Please note that the steps are different depending on which browser you’re using. To empty the cache in Google Chrome: Click the menu icon (looks like three lines) in the upper-right corner and select Settings. […]
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Is there any way to locate a deleted transaction that was previously reconciled?
Is there any way to locate a deleted transaction that was previously reconciled? I have a transaction from May that was deleted in error in December. Is there anyway to locate this transaction? Hopefully you can locate this transaction information for audit log. GO to the company gear (upper right corner) Select Audit Log under […]