Category: Bill
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Item details tab not showing up to enter Expense for Non-inventory type and Service type items
In order to show Item details tab on Expense form, first, you need a Plus plan. Essentials and Simple Start does not have Item details tab feature. If you have a Plus plan, you will need to check the following two setups: 1) Gear settings for Expenses – Gear at the top right corner >…
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What does checking Billable box do in QuickBooks Online
The billable feature is available only in QuickBooks Online with Plus plan. When you select “Billable” Expense checkbox field, you must also select a Customer/Project field each split line that is billable. If you don’t select Customer/Project field, you will get an error message. You can’t the save the transaction. (If you’ve Markup percentage turned…
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How do I fix unapplied cash payment income and unapplied cash bill payment expense
You may see two accounts for UNAPPLIED cash payments if you report Profit and Loss on a cash basis. It will automatically trigger these two accounts simply because you have entered certain deposit and payment transactions differently than normal flow in QBO. These two accounts are automatically added to the Chart of Accounts when the…
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How does one print a memo line on a check
QuickBooks Online: How to Print a Memo Line on a Bill Payment Check QuickBooks Online: How to Print a Memo Line on a Bill Payment Check #QuickBooks #QuickBooksOnline #QBO #Vendor #Supplier #Bill #PayBills #PrintCheck #BillPaymentCheck When you enter a check (create + sign > check), there is a memo section on the bottom left the…
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How does one record use of multiple payment sources for a single expense?
I made a large purchase that had to be paid with multiple payment sources. I can find lots of information for splitting a single payment into multiple expenses, but how does one go about recording the opposite case? For example, a $10,000 expense that was paid $6,000 from a checking account and $4,000 on a…
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What happened to the “Items” tab when I enter bills?
If you see “Bill” form with account only and there is no “Item Details tab” separately, it usually means “Show Items table on expense” setting is turned off. In order enable Show Items table on expense and purchase forms: From the home page screen Select the Company Gear (upper right corner) Select Settings Select Company Settings…
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How to set up vendor payment term where all bills are due month-end of the following month? For example, April vendor bills are due on 31st of May.
To setup “Term” in new QuickBooks Online: From the homepage screen Select the Company Gear (upper-corner) Select “All Lists” under Lists heading Select “Terms” Select “New” button New Term screen will open Name = Due following month end (or name as needed) Select “Due following month end” Enter “31” day of month Under Due the…
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How to add Billable Hours and Rate to Invoices from Timesheets (Employee or Contractor) in new QuickBooks Online?
You can get there by clicking the Customize button tab at the bottom (middle section) of the Invoice, Estimate, and Sales Receipt. Select “More” > Check boxes to show Billable to include employee name, hours and rate. You can also get there from the Company Gear (upper-corner) > Company Settings under Settings header > Sales…
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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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Why isn’t Quickbooks Online noticing when same Vendor Bill is entered twice?
Why isn’t Quickbooks Online noticing when same Vendor Bill is entered twice? It isn’t picking up the invoice number has been entered before….Is this a bug or something you have removed? It used to give us a notice that the bill has been entered. From the Home page screen Go Company Gear Select Company Settings…
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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.