Categories
Company Gear Company Settings

How to cancel the QuickBooks Online QBO subscription

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.

Export Data - Reports and Lists
Export Data – Reports and Lists

Here’s how to cancel the QuickBooks Online QBO subscription:

  • Log in to your account as an admin user. Then, go to the Gear icon and select Account and Settings under Your Company.
  • From the left side, select the Billing & Subscription tab.
  • Click Cancel subscription or Cancel your trial depending on the service you’re using.
  • Follow the steps on the screen to cancel your subscription successfully cancel your subscription.
  • In case, you don’t see the cancel link, call them.
Cancel subscription or Cancel your trial
Cancel subscription or Cancel your trial

You can also check out this article to get more information about what would happen to your data after you cancel the subscription.

https://quickbooks.intuit.com/learn-support/en-us/cancel-standard-subscription/what-happens-to-my-quickbooks-online-data-after-i-cancel/00/185985

Categories
Chart of Accounts COGS Company Gear Company Settings Cost of Sales Expense Expenses Invoice QuickBooks Online QBO

Track billable expenses and items as income in a single account or in multiple accounts

Adds a “Use for billable expenses” checkbox to an account’s edit screen in the Chart of Accounts.

Categories
Bill Company Gear Company Settings Expense Lists Products & Services QuickBooks Online QBO

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 > Your Company > Account and Settings > Expenses > Bills and expenses > Show Items table on expense and purchase forms > On > Save.


2) Product/Services information setup form – Gear at the top right corner > Lists > Products and Services > Select Add new button (or for an existing item, click “Edit” under Action column) > Purchase information > Select “I purchase this product/service from a vendor” checkbox > Save and close.

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Categories
Company Gear Company Settings QuickBooks Online QBO

Bills and Expenses tab under Gear Account and Settings in QBO plans Simple Start, Essentials and Plus

Bills and Expenses under Gear Account and Settings
Categories
Company Gear Company Settings Customers Invoice Sales Receipt Sales Receipt 2 Settings

How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

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

If you like the “Ship Via” field to have a drop down box to select, it’s not available yet (2/19). This’s still a text field. You will need to manually enter it every time you create Sales Invoices and Sales Receipts.

Categories
Company Settings Customers Sales Sales Receipt Sales Receipt 2

Record a tip or gratuity on Sales Receipts in QuickBooks Online

You can record tips (gratuities) directly to Sales Receipt form.

  1. To enable Tips in QBO:
    From the homepage dashboard, click Gear icon at the top.
    Select Account and Settings under Your Company.
    Select Sales.
    Choose “Tips (Gratuity)” under Sales form content.
    “Who’s receiving these tips?” a screen will open. Select the correct account (income or liability).

For Income, select “Just me”. This means you’re recording tips earned by you.
For liability, select “My team”. This means you’re recording tips earned by your employees/contractors to be distributed later.

Who’s receiving these tips? 
This will automatically create “Airy New” template. Currently, Tips template is only available in Airy style.

The default Tips account can be changed from (Just me to My team or vice versa) from Gear Account/Settings under the Advanced tab. Change Tips account from the Chart of Accounts.

Chart of accounts > Tips account

Tips can also enabled from inside the GoPayment POS App.

GoPayment App Tips settings

Currently, Tips feature is only available on Sales Receipts (not on Invoices).

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Categories
Company Settings Customers Invoice Online Payment Button Pay Now Button QuickBooks Payments

E-Invoicing: Accept bank transfer and credit card payment options from invoices you email to customers

In order to accept Bank Transfer and Credit Card payments from invoices you email to customers, you need an active QuickBooks Payments merchant account and payment options enabled in QuickBooks.

To link your QuickBooks Payments account to QBO
(If you already have Intuit Payments merchant account you will need to verify if it’s attached to your QuickBooks Online company.)

1. Click on the Gear (⚙) icon at the top right corner of the QBO homepage.
2. Select Account and Company Settings under Your Company tab.
3. Select Payments on the left-hand side.
4. Ensure you have an active payments account.

If QuickBooks Online is not enabled for payments you will have a green “Learn more” button and “Finish setup” button. Use the appropriate button to sign up for payments or connect an existing account.
If QuickBooks payments setup is already enabled you will see Manage Details button.

 

ENABLE FOR QUICKBOOKS PAYMENTS

 

VERIFY YOUR MERCHANT ACCOUNT ENABLED

 

Turn on Online Invoicing

1. Click on the Gear (⚙) icon at the top right corner of the QBO homepage.
2. Select Account and Company Settings under Your Company tab.
3. Select Sales on the left-hand side.
4. Scroll down and select Online Delivery to be sure to change Email options for Invoices drop down to say Online Invoice and click Save.

 

 
Now when creating invoices you can check or uncheck Bank transfer ACH and Credit card payment options.

E-INVOICING: ONLINE PAYMENTS

 

RELATED ARTICLE:
QuickBooks Merchant Services or QuickBooks Online support — who should I contact for help?

Categories
Company Settings Customer Center Customers Customers Center Invoice Price Rules Products & Services Sales Receipt

Price Rules (aka Price Levels) in QuickBooks Online

Price Rules is currently available in Plus plan only. It’s not available in Essentials and Simple Start plans. Customer type is linked to price rules feature at this time.

Using pricing level you can establish different price points for Customer, more helpful for inventory items. But with customer type, you can filter the sales report which is probably helpful data to all the users

How to set up and use special pricing for selected or all customers in QuickBooks Online?
1. Setup New Customer Type (Dashboard > Sales > Customers > Customer types > New Customer type).
2. Turn on Price Rules (Gear > Your Company > Account and Settings > Sales > Products and Services > Turn on Price Rules).
3. Setup New Price Rules (Gear > Lists > Products and Services > Drop-down arrow under MORE > Price Rules).
4. Create Invoice or Sales Receipt (Create + sign > Customers) > Select (or use default) Price Rules under Rate column.

Educational and Instructional Video:

QuickBooks Online QBO Price Rules (aka Price Levels) – Special pricing for selected or all customers



Categories
Company Gear Company Settings Multi Currency

Which versions of QBO support the multi-currency feature

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 you turn on Multi-Currency, you can’t turn it OFF.

 

Also, check out our extensive multi-currency article: https://newqbo.com/multicurrency/
 

Multicurrency feature available in QuickBooks Essentials and QuickBooks Plus.
Multicurrency feature available in QuickBooks Essentials and QuickBooks Plus.

 

Multicurrency feature is NOT available in Simple Start.
Multicurrency feature is NOT available in Simple Start.

 


RELATED ARTICLES:
QuickBooks Multicurrency in QuickBooks Online US

 








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Categories
Company Gear Company Settings Manage Users Your Account Your Company

How do I transfer master admin in the simple start version single user plan

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:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Manage Users.
  3. Highlight “Master Admin” area before clicking Edit button.
  4. Click the blue Edit button.
  5. Edit the first and last name, as well as the Email Address, to have the correct information for the person who should be the Master Administrator.
  6. Save.

edit master admin1

edit user info

To change the “User ID” and Sign In info, if needed:

  1. Click the Gear icon in the upper right-hand corner.
  2. Under Your Company, select Your Account.
  3. On the left side, select Personal Info. Under the “Sign In info” section, choose “Change” link and change the User ID, Email address, Email address and Security question to what they need to be.
  4. Save.

It is possible on some versions they may have moved “You Company” to left side and combined and renamed as “Account and Settings”. If so, you will see “Manage Users under “Your Company on the left side as well.

sign in info

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