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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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New QuickBooks Online (QBO) Downgrade Option – From Plus Plan To Essentials Simple Start
There is a new way to downgrade your plan. 1) First, you want to access your account, make sure to log in to like normal > http://qbo.intuit.com. 2) Copy and paste this link (once you’re already logged in) > https://qbo.intuit.com/app/changeplan 3) It shows you choices to downgrade. Pick new “Choose plan” button. Make sure to […]
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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 > […]
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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