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Category: QBO Update

  • Create and send multiple invoices feature in QuickBooks Online Advanced plan

    QuickBooks Online Advanced lets you create and send multiple invoices at the same time. You can create and send the same invoice to multiple customers. You can also work on multiple invoices at once in a single window adding the various new line items for products and services. Once it’s done, you can send all…

  • Top 10 2018 Releases in QuickBooks Online QBO

    Here is a list of my Top 10 QBO releases in 2018 (in random order): 1. The Custom Summary report 2. Import subaccounts 3. Bills and Applied Payments & Invoice and Received Payments report 4. Quick access to Audit Trail 5. Add an account when creating new items 6. Fixed column headers 7. Progress Invoicing…

  • What are the specific reports available in Plus version of Quickbooks Online

    Plus plan is the top-of-the-line version of QuickBooks Online. The plan comes with main features like projects, purchase order, billable expenses to customers, class, location, budgeting, and inventory which are not available in Essentials. These are the built-in standard reports available in Plus plan (June 2018). Business Overview (19 reports): Audit Log Balance Sheet Comparison…

  • What are the specific reports available in Essentials version of Quickbooks Online

    Essentials plan is the middle version of QuickBooks Online. The plan comes with main features like Vendor payables, time tracking, and recurring transactions which are not available in Simple Start plan. But it still lacks few other features like projects, purchase order, billable expenses to customers, class, location, budgeting and inventory which are available in…

  • QuickBooks Online March 2018 Updates

    QuickBooks Online March 2018 Updates: ✔ Assign preferred Vendor/Supplier to the Products and Services List ✔ Assign default Class codes to the Products and Services List ✔ Quantity on Purchase Order (PO) column added to the Products and Services page BUY QuickBooks Online – Anytime, Anywhere. Easily Track Sales, Bills and Expenses. TSheets is a…

  • 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 >…

  • New Homepage Dashboard. Feature Request Customizable Homepage Dashboard

    QuickBooks Online: New Homepage Dashboard. Feature Request Customizable Homepage Dashboard Customizable Homepage Dashboard Screen Feature Request It would be nice to have a customizable dashboard homepage where actual users get to pick what they need to see and which navigation buttons they use the most to the homepage screen. At this point, it’s Intuit hard-wired…

  • QuickBooks update: April 29 2015

    Pay Bills (filter, re-sort and apply partial credits) Enter Bill, save and make payment from the same screen Permanently delete transactions from excluded section of banking page Add notes on customer page Export reports to Microsoft Excel XLSX format Add bigger size logo (400×200)   QuickBooks update: April 29, 2015  

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    Latest news, articles, blogs and QBO resources helpful to our growing subscribers! ZIP codes don’t mean zip for ecommerce sellers… How to Handle Stale-Dated Checks… Check Out the Goodies Intuit® is Working on in QuickBooks® Online Labs About California’s New Paid Sick Leave law (AB 1522)… A Guide to Understanding Sales Tax on Services… 19…

  • QuickBooks Online (QBO) Update: February 26 2015

    Delete Custom Form Styles Now you can delete unwanted custom for styles. It is for various customized template for sales form. From the home page screen > Company Gear (upper right corner) > Settings > Custom Form Styles To delete, go to Action column, select “Delete” from drop-down arrow (next to edit).   Add Customized…