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How to wipe all the info of my company in QuickBooks Online Simple Start, not QuickBooks Online Plus or Essentials?
It is a multi step process. To Cancel your Current subscription: From the Home page screen Click on the Company Gear symbol in the upper right hand corner Click on “Your Account” Click on Edit Billing Info You will then see a link that says Cancel Trial (or Subscription) , Click on that You will […]
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We recently converted from Quickbooks Pro desktop to QuickBooks Online (QBO). We have two A/P accounts, one of which was no longer in use. Our bills are now posting to both, seemingly randomly. How do I set the bills to post to only one account?
You will need to merge the two accounts into one account you want to keep. From the Home page screen Go to the Company Gear icon (located at top upper right corner) Select Chart of Accounts under Settings header Click on the account you are keeping to select it and then the Edit button. Copy […]
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How to undo a bank reconciliation without clicking of all the Rs manually in the registers in new QuickBooks Online?
There is no easy answer. Removing the Rs from the register can turn into a long, tedious process. Unfortunately, QuickBooks Online doesn’t currently have a way written into the program to undo a reconcile all at once. If you feel the reconcile must be undo, then we do require that reconciles be undone transaction by […]
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How do I add a client purchase order onto my invoice, ie how do I show this on the invoice is there a custom column?
In new QBO, they’ve up to three custom fields selections available to customize invoice layout. You can pick one field for Client Purchase Order Number. From the Home page screen Select the Company Gear (located top upper corner) Select “Company Settings” under Settings header Select “Sales” under Settings” Select “Sales Form Content” Select “Custom Fields” […]
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My customer would like for me to give them a print out of their payment and invoices statement of the last quarter. How do I do this?
In order to provide your customer the most information in the easiest to read format, create statements for your customer. You can do that from the home page screen by clicking on the create button at the top of the screen (the “+” sign) and selecting “Statement” under the “Other” header (If you don’t see […]
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How to record processed credit refund by Merchant Credit Card account to a customer and account payment is linked to a bank account?
In order to record processed credit refund by Merchant Credit Card account to a Customer, first create “Refund Receipt” to a customer. From Home page screen Select “+” sign (top middle section) Select “Refund Receipt” under Customers heading Select Customer and enter necessary information Select “Undeposited Funds” as Refund From (IMPORTANT) Save See screenshot photo […]
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How do I connect expenses to customer jobs for Customer job costing in new QuickBooks Online Plus?
If you have Essentials, you will need to upgrade from Essentials to Plus subscription. From Home page screen Go the Company “Gear” icon (located at top right hand corner, next to company login name Select “Company Settings” under Settings heading Select “Expenses” under Settings heading Select “Bills and Expenses” and make needed selections ▣ Show Items […]
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How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?
From the Home page screen Click the Company gear in the upper right of your Home screen Choose Company Settings from the dropdown Click Advanced on the left Click in the Accounting section (it’s at the top of the page) Check the box for Close the books Enter a Closing date They offer 2 selections […]