Category: Company Settings
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How to fix: Invoice numbers stay same on recurring transactions in QuickBooks Online
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…
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#QuickBooks #QBO – How to assign employees to classes
First, you need a PLUS plan to have class tracking features. To turn on the class tracking: From the home page screen At the right upper corner, click the company gear icon. Select Company Settings under Settings. Under Company, click anywhere on Categories. Select Track classes. Select Warn me when a transaction isn’t assigned a…
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QuickBooks Multicurrency in QuickBooks Online US
With QuickBooks Online (QBO) multi-currency, you can track transactions in more than one currency. Multicurrency affects many accounts and balances in company file and the preference can’t be turned off once it’s been turned on. Important: Since you cannot really back up company file (with all the features and the settings) in QBO at this…
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#QuickBooks Online #QBO – How to handle zero balances in accounts receivable aging
You have two ways to handle this issue in QBO: Manual Setting Automatic Setting (auto-mode) You will need to select the one which is right for your business situation. When you create a new company file in QBO, normally this auto-mode is already ON as a default setting. Manual method is commonly used when you…
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How to turn off the “Terms” so it won’t show on an Invoice at all?
Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once. Here’s how to do it: Click on your Company Gear in the top right corner Click Custom Form Styles under the Settings tab Select form name you would…
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Can I have multi currency turned on in QBO if I have US version?
No. US version do not have multi currency function. You would need global version to have multi-currency feature at this time. To sign up for global version: go to > http://global.intuit.com select country/currency Qatar Airways – To/From USA Special Offers
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How to close down a prior period with a password
To close the books from the home page screen: Click the Gear icon > Company Settings. Select Advanced > Accounting > Close the books. Enter a Closing date. Transactions dated on or before the closing date can’t be changed without warning. Choose how you want to allow changes: Choose Allow changes after viewing a warning to display a warning message…
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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…
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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…
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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.…
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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 >…