How to create an Invoice to your Customer for Products Services Items provided by the Vendor

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 > […]

How to make batch inventory stock quantity adjustment after physical count

How to make batch inventory stock quantity adjustment after physical count in QuickBooks Online Inventory Here is how to make batch adjustment inventory quantity on hand after physical count or just want to make qty adjustment in inventory. 1. Select “Gear’ icon at the top. 2. Select Products and Services under Lists. 3. Select Filters […]

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 […]

Coming QBO Improvement – Price Rules (aka Price Level List on QB Desktop)

Manage your multiple price lists for different customer types with ease. Eliminates the hassle of maintaining and remembering who gets what price for what items. To turn the Price Levels ON in QBO (COMING FEATURE): Gear at the upper right corner > Your Company > Account and Settings > Sales > Products and Services > […]

Step-by-Step Guidance: create sales receipt template with bundle and enter daily sales summary

In this free video tutorial, you will learn step-by-step instructions on how to create sales receipt template using bundle feature and also how to enter daily sales summary using that template. This video tutorial is specifically designed for retail, service and restaurant businesses. If you’re a bookkeeper or office staff whose job tasks include entering […]

Copy an Estimate to a Purchase Order

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How to batch switch from service items to non-inventory parts without going into each individual item

You can batch “Change type” from service to non-inventory type or non-inventory to service in QBO. However, for service to inventory or non-inventory to inventory type, you can’t do batch change type, you will need to edit and change one item at a time. To make batch “Change type” from service to non-inventory type: 1) […]