Category: Company Settings
-
How do I edit preferences with the new company settings? I need to change my default email that goes out with invoices.
Default for sending out email is always the same* which you cannot change it. What you can change is reply-to email address of your own for customers, different than regular company email address. *default email address from Intuit[donotreply@intuit.com] From the home page screen > company gear (upper right corner) > settings > company > contact…
-
I forgot my password. How do I reset it in new QuickBooks Online?
Click Can’t access your account? > I forgot my password, and the flow will go like this: Enter the correct user ID. Click Send Email. Open the email and click the link inside the email (don’t delete this email). On this screen, you’ll enter the confirmation code from the email and your new password twice. Click Change Password. You’ll get…
-
How do I transfer the Master Administrator role? I have a new Administrator, how do I change the master administrator?
You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active Company Administrator with an email account.…
-
Set up QB Online. Connected and downloaded transactions from bank. Reports show no data.
Listen to me carefully, just because you have setup QBO, connected to bank account and downloaded from the bank that does not mean you have hired a bookkeeper to do the job for you. You still have to move from new transaction from bank feed to in QuickBooks area. From the home page screen >…
-
Closing the books feature in new QuickBooks Online
In new QuickBooks Online, they have feature called Closing the Books. The main purpose of officially closing the books is to protect transactions in previous periods from being changed. This is done by setting up and requiring a password to edit transactions past a particular date. Both Master and Company Administrators can set the closing date and password:…
-
How to cancel a QuickBooks Online Subscription in new QuickBooks Online?
Sign in to your QuickBooks Online company at https://qbo.intuit.com From the home page screen Go the Company “Gear” (upper right corner) Select “Your Account” under “Your Company” heading Select “Billing Info” under “Your Account” heading Click “Edit Billing Info” blue button In the Subscription Status section, click the Cancel Subscription link Follow the on-screen prompts…
-
How to disable the request for customer email in sales receipts?
Question: How can I disable the request for customer email in sales receipts. I don’t want to send or enter the customers email. I want to save Sales Receipts. And the transaction can’t save until I enter an email. Answer: On the Save and Send button, click the drop down arrow and use either Save…
-
How to run customized Sales Report by Sales Rep in new QuickBooks Online?
There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how…
-
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 do I add custom fields in Purchase Orders? For example, I like to enter a due date and a customer reference.
How do I add custom fields in Purchase Orders? For example, I like to enter a due date and a customer reference. They have three custom fields available to add in Purchase Order Form. To add custom fields: From the home page screen Select the Company Gear (located at upper-corner) Select “Company Settings” under Settings…
-
How to email me a copy of Invoice in new QuickBooks Online?
In newer version: Click the Company Gear (upper-right corner) Select Sales Click “Messages” (it’s inside; not visible from outside) Check box that reads “Email me a copy” Save
-
My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices?
My company’s invoices have my personal name on the front in huge letters, How can I remove that label off my invoices? On Invoices my company name is on the left with my logo but my personal name is written in huge letters across the top of the page and I need to know how…
-
I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?
From the Homepage screen Click “+” sign (top middle) Select “Statement” under Other header How to email statement to a customer? Select “Edit” under Delivery Method column Default could be “None” Select “Email” from the pop up screen and follow the instructions Select “Create/Send Selected Statements” button It will send email and will end with…
-
How to turn on time tracking in new QuickBooks Online?
From the Home page screen Click Company “Gear” (located at upper right hand corner) Select “Company Settings” under Settings header Select “Time Tracking” under Advanced header Save Where do i go to enter time? From home page screen, click “+” sign (top middle) Select “Single Time Activity” under Employees header Or Select “Weekly Timesheet under Employees header
-
How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?
From the Home page screen Click the Company gear in the upper right of your Home screen Choose Company Settings from the dropdown Click Advanced on the left Click in the Accounting section (it’s at the top of the page) Check the box for Close the books Enter a Closing date They offer 2 selections…
-
Where is Date Format located in new QuickBooks Online?
From the Home page screen Click Company Gear (top upper corner) Select “Company Settings” under Settings heading Select “Advanced” Select “Miscellaneous” Select “Date format” 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
-
We need to pay Sales Commissions based on Sales Invoices paid date. How to run a Customer Sales report that will tell me exactly what invoices were paid in a specific date?
To do this job, you can run “Sales by Customer Summary” report. You will need to customize the report to show daily sales and change to cash basis. If you are using custom fields for sales rep on the Invoice, you can match the sales by Sales Rep as well. See attached screenshot photo1, photo2…