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I would like to stop importing data from a bank account. How do you disconnect a bank account (or a credit card account) added into online banking?
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 […]
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How to print my bank deposit slip if payment method type is credit card? I am receiving an error message that my payment type cannot be credit card.
In order to print a deposit slip with a payment type credit card we need to check your payment list settings and make a small change. From the Home page screen Go to the company Gear and select “All List “then select “Payment Methods.” Select the payment method that is part of your deposit slip […]
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In Peachtree I enter receipts from cash I received into two different accounts. Depending whether is rental payment or security deposit. Now, how do I create cash accounts in QB?
In newQBO, you will need to create new accounts setup in Chart of Accounts: Cash Account (Bank Type) Rental Payment (Income Type) Security Deposit (Other Current Liabilities Type) (From Company Gear, top upper corner > select Chart of Accounts under Settings header) Also, if you are creating Sales Receipt, you will need to Product/Service Item […]
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How can I undo the previous bank reconciliations in new QuickBooks Online?
QuickBooks Online doesn’t have an Undo Last Reconciliation feature. To unreconcile a reconciliation you’ll need to unreconcile each transaction via the register. To access and print a previous reconciliation report: From the gear icon go to Reconcile. Choose the account from the drop-down list. Click on the desired reconciliation report. Once the report is open, […]
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Where to add payments settings if I have already been approved for Merchant Services in new QuickBooks Online?
Select the Company Gear (located top upper corner) Select “Company Settings” under Settings header Select “Payments” under Settings” Select “Existing Accounts:” under Payments Click “Connect” button New Intuit login screen will open (see screenshot photo below) Sign in and follow the instructions For accepting QuickBooks Merchant Online Payment feature, select QuickBooks payment learn more button […]
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In Chart of Accounts I do not see any that’s fit for R&D. Which account detail type do I enter our R&D expenses in new QuickBooks Online?
It requires that R&D generally be expensed as incurred now. So, in QBO, it should be considered an Overhead Expense, not a Direct Cost or COGS. How to set up R&D as Overhead (O/H) in QuickBooks Online? Figure out the main primary operating costs for R&D and categorize expense types. In the QBO Chart of […]
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How do I enter historical expenses (already paid for) for 2013 to get started in new Quickbooks Online?
In order to enter historical expenses, stay with these two specific forms: Click “+” plus icon > select “Expense” under Vendors menu Click “+” plus icon > select “Check” under Vendors menu Expense Form: You can use this form to enter Debit card, ATM Card, EFT, Wire transfer or any banking related withdrawals or charges […]
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Can I pay sub-contractors as vendors, prepare and print 1099s at the year in new QuickBooks Online Plus?
The answer is yes, if you have QuickBooks Online Plus. This feature is not available in QuickBooks Essentials and QuickBooks Simple Start, so you need to upgrade to Plus level subscription. How to setup sub-contractor as 1099 Vendor? From the Home page screen Go the the blue Navigation bar on the left Select Vendors center Select […]
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How to turn on time tracking in new QuickBooks Online?
From the Home page screen Click Company “Gear” (located at upper right hand corner) Select “Company Settings” under Settings header Select “Time Tracking” under Advanced header Save Where do i go to enter time? From home page screen, click “+” sign (top middle) Select “Single Time Activity” under Employees header Or Select “Weekly Timesheet under Employees header
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How to wipe out all data and start over fresh in new QuickBooks Online and Essentials, not Simple Start?
How to wipe all the info of my company and start over in QuickBooks Online Plus and Essentials? Click here for QuickBooks Online Simple Start instructions. If you’re a new customer and are within the first 60 days of having set up your account, you can delete all of the existing data and start over […]