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Can you run Profit and Loss per Customer Invoice in new QuickBooks Online?
t would be really nice if you can get PnL by invoice or Pnl by product item. At this time, new QuickBooks Online Plus can not provide with such financial report. No such reports are available even though certain cost exist data may already in the QBO file. If you are selling inventory items and […]
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Does QBO Plus have memorized transaction groups?
Does QBO Plus have memorized transaction groups? I would like to organize my memorized transactions using a Group like I did in the desktop version. That would be really nice feature to have it in QBO. Unfortunately, QBO does not have that feature yet.
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How to import Chart of Accounts in new QuickBooks Online?
Here are the steps needed to import the Chart of Accounts: From the gear icon go to Import Data and choose Chart of Accounts. Read the checklist before importing and make sure your file fits the requirements for import (must be a .csv or Excel file format and must have Account Type and Name fields). I recommend downloading this sample […]
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How to import transactions from Square in new QBO?
Go the home page screen From blue navigation bar on the left select Transactions Select Sales Select Import Transactions (top upper corner) Select Square (from drop down) Follow the instructions
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How to change an existing user, set up as an accountant, to a regular user in new QuickBooks Online?
To delete the existing Accountant user: From the Company Gear icon (top upper corner) go to “Manage Users” under Your Company heading Highlight the Accountant user under Accounting Firms and click Delete Once deleted, click New and add the person one more time
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How to enter credit card charges and make payment to credit card company in new QuickBooks Online?
If Credit Card account is not already set-up, you will need to create a new credit card account added to your Chart of Accounts. From the homepage screen, choose the Company Gear (located top upper right corner) Select Chart of Accounts under Settings Click “New” button Category Type = Credit Card Detail Type = Credit […]
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How can I search for transactions in new QuickBooks Online?
From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search” You can search/find the following transactions: Bill Payments Billable Expense Charges Bills Charges Checks Credit Card Credits Credit Memos Credits Estimates Expenses Invoices Journal Entries Payments from Customers Purchase Orders Refunds Sales Receipts Sales […]
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Customer Refund not zeroing out account
If you have credit balance in customer’s account (A/R) and need to refund customer by payment (by check or by online), you should be using Check or Expense under Vendors header, not Refund Receipt form which works differently. From home page screen, click “+1” sign Select check (or expense if you paying online) under Vendors […]
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How to setup inventory in new QuickBooks Online Plus?
This inventory tracking/COGS features are available in QuickBooks Online PLUS. It is not available in QuickBooks Online Essentials or Simple Start. Make sure Inventory setup is enabled under preferences settings. From the company gear (from upper right corner), select company settings Select Products and Services Check Quantity/Price Rate and Quantity on Hand (Inventory Tracking) See […]
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Where do recurring transactions show up in new QuickBooks Online?
It should be part of recurring transactions reminder list. From the home page screen, click company “Gear” icon (located upper right corner) Select “Recurring Transactions” from the Lists header See attached screenshot photos below for reference Recurring transactions can be set-up for: Customers Invoice Estimate Credit Memo Sales Receipt Refund Receipt Delayed Credit Delayed Charge […]