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 […]

How to print sales tax check in new QuickBooks Online?

From the blue navigation bar on the left > select Sales Tax tab > select “Record Tax Payment” blue button > New “Record Sales Tax Payment” screen will open > “Print a check” checkbox is located right below Notes field > select Checkbox > select “Record Payment and Print Check” blue button Now, sales tax […]

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 […]

How to write a check in new QuickBooks Online?

From the home page screen Select Create “+” sign Select “Check” under Vendors Check Form will open Select Payee (vendor/customer/employee) Select Bank account Select Expense date Select Check Number Select Account (from list) under Account Details header Select Description (enter bill reference number if available) Select and enter Amount (split accounts if needed) Save For […]

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 blue “New” button (right corner) New “Account” information screen will open Category […]

How do I void an outstanding check from a previous period and re-issue a replacement in the current period without having to re-state financial statements?

I understand you are not asking just how to void and re-issue check. Your accounting question which involves few steps in QuickBooks online plus or desktop version for that matter. For this example, let us say you wrote a check, void original check and reissue on 12/16/2013. Vendor: AT&T Date: 9/15/2013 Amount: $100.00 GL Account: […]

How do I toggle between Voucher Checks and Standard (3 part) Checks in new QuickBooks Online?

From the Home page screen Go to Transactions (left blue navigation bar) Select Print checks Click on Alignment and Setup to change the check type You can do this as often as you need to

How do I set up to pay owner? How do I show funds paid to owner in new QuickBooks Online?

Create Owner’s Draw account under Equity type Click Gear Select “Chart of Account” under Settings Select “New” button Category Type = Equity Detail Type = Owner’s Equity Name = Owner’s Draw Save New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit

What is the different between Expense form and Check form under Vendors heading in new Quickbooks Online?

Check form is to record written manual checks or to enter computer checks to be printed. This entry will reduce bank balance. Expense form is to record all banking withdrawal type transactions except Check. New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales […]

How to refund to customer remaining balance of a credit memo in the form of a check to customer?

In order to refund customer by check, from the home page screen, go to plus (+) sign Select “Check” under Vendors heading Payee = Customer’s Name from the list (that you are writing check payable to) ACCOUNT = Accounts Receivable (A/R) AMOUNT = Refund check amount SAVE Go back Customer center (blue navigation bar on […]