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Where is the bank reconciliation in new QB Online?
From the homepage screen Click on the Company Gear (upper right- see pic) Select Reconcile under Tools heading Choose the Account Now you can Reconcile Another way to get there is from the homepage screen From the blue navigation bar on the left, select Transactions Select Registers Locate and double click the bank account(or credit […]
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How can I turn off the automatic download feature for bank and credit card accounts?
I want to download bank and credit card transactions manually from time to time. How Can I turn off the automatic download feature? This is actually something QuickBooks Online does in the background. There is no preference for it. You can disconnect the download then reconnect it later. From the Blue Navigation Bar on the […]
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We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date?
To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2 […]
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How to clear Vendor unpaid bills paid by other party or other loan payable account?
It involves one additional entry. Open new “Bank Clearing Account” under Bank type Go to Pay Bills (+ sign > Pay Bills under Vendor Heading) Select Payment Account = Bank Clearing Account Select Hand-written check (Starting Check No.) = some payment reference number (or Loan from..) Click Pay Bills button Next step is to write […]
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How to automatically recall expense account when writing check?
In QBO, they have “Pre-fill forms with previously entered content” rather than specifically selected expense accounts to Pre-fill like in QB desktop version. From home page screen, select Company Gear (top upper corner) Select Company Settings under Settings Select Advanced Select Automation Select Pre-fill forms with previously entered content Double click to edit “Pre-fill forms […]
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How to make Journal Entry line items billable?
In QBO, there is no way to make Journal Entry billable like in QB desktop version. Instead, you will to enter as vendor expense, check, or bill. Then you can make it billable expense to customer or client.
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QBO Keyboard shortcuts and other ways to speed things up
You want it fast? Leverage keyboard shortcuts. They’re the quickest way to navigate QuickBooks so you can get in and out and back to business. These are the shortcuts that the team has built into the new QuickBooks so far: To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or […]
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I would like to apply a percentage discount on just one item in my invoice. How can do it?
There is no way to set up a discount for a fixed amount at this time. This option for a % with subtotal is badly needed in new QuickBooks Online. I Suggest sending in your QuickBooks Online Feature Requests here: http://feedback.qbo.intuit.com/
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How do you change date range on QBO QuickBooks Online home page so that the graphics permanently represent YTD or MTD?
There is no way to edit date range to make graphics permanently represent YTD or MTD. #QuickBooks Online
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How do I stop any recurring invoices in QBO?
To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated. Here’s how to do it: First, click the gear in the upper right of your Home screen. Choose Recurring Transactions from the menu. Click the recurring transaction to select it. If you’d like to […]