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 >… Continue reading Item details tab not showing up to enter Expense for Non-inventory type and Service type items
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… Continue reading What does checking Billable box do in QuickBooks Online
You may see two accounts for UNAPPLIED cash payments if you report Profit and Loss on a cash basis. It will automatically trigger to 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… Continue reading How do I fix unapplied cash payment income and unapplied cash bill payment expense
When you enter a check (create + sign > check), there is a memo section on the bottom left the side of the check (see attachment below). If you have text entered in that memo area, it will print on a check. However if you enter a bill (create + sign > bill), even if… Continue reading How does one print a memo line on a check
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… Continue reading How does one record use of multiple payment sources for a single expense?
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… Continue reading What happened to the “Items” tab when I enter bills?
How do I search for a split amount in a line item in a bill? Example: Total vendor bill amount could be for $500 but the split lines are broken down to $150 or whatever. I would like to search for the $150 and find the $500 bill linked to this charge. Click the magnifying… Continue reading How do I search for a specific amount in a line item in a bill?
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… Continue reading 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.