Your account will be immediately converted to view only access after you cancel the subscription. It’s highly recommended exporting reports and lists (or printing your data) before canceling the subscription. Also, you can access your data within one year from the date you cancel the subscription. Here’s how to cancel the QuickBooks Online QBO subscription:… Continue reading How to cancel the QuickBooks Online QBO subscription
Adds a “Use for billable expenses” checkbox to an account’s edit screen in the Chart of Accounts.
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
To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt). Related setting: Advanced | Chart of accounts | Shipping account… Continue reading How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt
Multicurrency feature is available in QuickBooks Essentials and QuickBooks Plus only. This feature is not available in QuickBooks Simple Start. To turn on Multicurrency feature in QBO: From the home page screen > Gear icon (at upper right corner) > Your Company Settings > Account and Settings > Advanced > Currency > Multicurrency Note: Once… Continue reading Which versions of QBO support the multi-currency feature
Since the Simple Start plan with the single user doesn’t allow you to actually transfer Master Administrator rights to another user, you will need to edit the user information. You’ll also want to make sure the email tied to the account and the login information are correct. To edit the User Information: Click the Gear… Continue reading How do I transfer master admin in the simple start version single user plan
Here is a handy reference on how to fill out fields in an inventory item screen you are creating. You might not see some of these fields in your inventory item screen depending on your choices in Company Gear icon (upper right corner). You will need to enable Quantity on Hand (QOH) inventory tracking in… Continue reading Handy reference to inventory item fields
Case: A customer bought $105.00 worth of product and paid $80.00 in cash. You need to send an invoice to the customer for the balance. How would you handle this in QBO? First, create a new invoice using product/service item code for $105.00. Use deposit field to post $80.00 as the prepayment on that invoice.… Continue reading How to handle a partial payment when creating an invoice in QBO?
Case: With recurring transactions none of the invoice numbers ever change. They are the same month to month, as well as across multiple customers with same invoice number. It is becoming a huge problem getting paid from Customers (Clients) when they see the same invoice number every month. First, we will need to turn on… Continue reading How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online