Categories
Invoice QBO Update QuickBooks Online QBO

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 your invoices with one click.

To Create Multiple Invoices:

From the Create (+) button, select Multiple Invoices.

Multiple Invoices

It will open the Multiple Invoices screen starting with row #1. Select Customer first and enter other sales fields as you would normally do when creating an invoice.

Select the Add (+) button on the left to create a new blank invoice. Each invoice you add will be its own numbered row.

Duplicate Invoice for multiple Customers

From the Menu button (three vertical dots), select Duplicate invoice for multiple customers. For example, you provided the same service to multiple customers and you need to send say $1,000 invoice to all those customers. It will open “Find a customer” screen. Select customer one at a time from the Customers list.

Duplicate Invoice


From the Menu button (three vertical dots), select Duplicate invoice. It will just duplicate the same invoice you have created from that row. You can change Customer after that if that’s what you want to do.

New Line Item

From the Menu button (three vertical dots), select New line item. This will add more line items below an invoice. Select, product/service code. And enter other sales fields.
“+” means adding more line item. “-” means deleting that line item.

Delete Invoice

If you need to delete an invoice, go to the Menu button (three vertical dots) for that invoice row #. Then select Delete invoice.

Add SKU field on Multiple invoices form

Click the Gear icon at the upper right corner on the open form and select SKU box to add SKU column on the Invoice.

Finish and send your invoices
When you’re finished adding and editing invoices, select Save invoices blue botton at the bottom right corner.

Complete invoices disappear from the window and are on their way to your customers. Invoices that need more info, stay in the window and show you where you need to enter more info.

If this article is helpful to you, be sure to share this on social media like Facebook and Twitter.

Categories
QBO Update

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
8. Enhancements to Banking functionalities
9. New access point for importing CSV bank transactions
10. Match split paychecks from Payroll

Categories
Plus QBO QBO Update QuickBooks Reports

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
  • Balance Sheet Detail
  • Balance Sheet Summary
  • Balance Sheet
  • Budget Overview
  • Bundget vs. Actuals
  • Business Snapshot
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss Detail
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Class
  • Profit and Loss by Customer
  • Profit and Loss by Location
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (11 reports):

  • Accounts Receivable aging detail
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

Sales and Customers (12 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Income by Customer Summary
  • Payment Method List
  • Product/Service List
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Product/Service Detail
  • Sales by Product/Service Summary
  • Time Activities by Customer Detail
  • Transaction List by Customer

What you owe (6 reports):

  • Accounts payable aging detail
  • Accounts payable aging summary
  • Bill Payment List
  • Unpaid Bills
  • Vendor Balance Detail
  • Vendor Balance Summary

Expenses and Vendors (5 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Expenses by Vendor Summary
  • Transaction List by Vendor
  • Vendor Contact List

Sales tax (3 reports):

  • Sales Tax Liability Report
  • Taxable Sales Detail
  • Taxable Sales Summary

Employees (3 reports):

  • Employees Contact List
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

For my accountant (15 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Recurring Template List
  • Statement of Cash Flows
  • Transaction Detail by Account
  • Transaction List by Date
  • Transaction List with Splits
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

If you found our answers useful then please contribute few bucks to support this forum. Thank you!





Thank you!






Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA





QuickBooks Canada








Categories
Essentials QBO QBO Update QBOA QuickBooks Reports

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 Plus plan only.

These are the built-in standard reports available in Essentials plan (June 2018).

Business Overview (15 reports):

  • Audit Log
  • Balance Sheet Comparison
  • Balance Sheet Detail
  • Balance Sheet Summary
  • Balance Sheet
  • Business Snapshot
  • Profit and Loss as % of total income
  • Profit and Loss Comparison
  • Profit and Loss
  • Profit and Loss year-to-date comparison
  • Profit and Loss by Customer
  • Profit and Loss by Month
  • Profit and Loss
  • Quarterly Profit and Loss Summary
  • Statement of Cash Flows

For General Ledger (GL) and Trial Balance, see below under “For my accountant” section.

Who owes you (11 reports):

  • Accounts Receivable aging detail
  • Accounts Receivable aging summary(1)
  • Collections Report
  • Customer Balance Detail
  • Customer Balance Summary
  • Invoice List
  • Open Invoices
  • Statement List
  • Terms List
  • Uninvoiced charges
  • Uninvoiced time

Sales and Customers (12 reports):

  • Customer Contact List
  • Deposit Detail
  • Estimates by Customer
  • Income by Customer Summary
  • Payment Method List
  • Product/Service List
  • Sales by Customer Detail
  • Sales by Customer Summary
  • Sales by Product/Service Detail
  • Sales by Product/Service Summary
  • Time Activities by Customer Detail
  • Transaction List by Customer

What you owe (6 reports):

  • Accounts payable aging detail
  • Accounts payable aging summary
  • Bill Payment List
  • Unpaid Bills
  • Vendor Balance Detail
  • Vendor Balance Summary

Expenses and Vendors (5 reports):

  • 1099 Transaction Detail Report
  • Check Detail
  • Expenses by Vendor Summary
  • Transaction List by Vendor
  • Vendor Contact List

Sales tax (3 reports):

  • Sales Tax Liability Report
  • Taxable Sales Detail
  • Taxable Sales Summary

Employees (3 reports):

  • Employees Contact List
  • Recent/Edited Time Activities
  • Time Activities by Employee Detail

For my accountant (15 reports):

  • Account List
  • Balance Sheet Comparison
  • Balance Sheet
  • General Ledger
  • Journal
  • Profit and Loss Comparison
  • Profit and Loss
  • Recent Transactions
  • Reconciliation Reports
  • Recurring Template List
  • Statement of Cash Flows
  • Transaction Detail by Account
  • Transaction List by Date
  • Transaction List with Splits
  • Trial Balance

Manage Payroll:
(Once you are subscribed to the Intuit Payroll service, you should see the following reports)

  • Time Activities by Employee Detail
  • Recent/Edited Time Activities
  • Payroll Summary
  • Payroll Tax Liability
  • Payroll Tax Payments
  • Payroll Billing Summary
  • Payroll Details
  • Employee Details
  • Payroll Tax and Wage Summary
  • Workers’ Compensation
  • Total Payroll Cost
  • Payroll Deductions/Contributions
  • Paycheck List
  • Total Pay
  • Vacation and Sick Leave
  • Retirement Plans
  • Multiple Worksites
  • Employee Directory

My Custom Reports
You can customize many of the built-in reports and make it your own reports. Set up to automatically distribute by email. Awesome!

Management Reports
Professional set of ready-to-use management reports as prepared by accounting firms. Also, an ability to add additional built-in reports to the management reports. You can’t automate the reports at this time.

If you found our answers useful then please contribute few bucks to support this forum. Thank you!





Thank you!






Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA





QuickBooks Canada








Categories
QBO Update QuickBooks QuickBooks Online QBO

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 time tracking and employee scheduling app for companies needing to track, manage, and report time. Click HERE for Free 14-Day Trial!

1) Assign preferred Vendor/Supplier to the Products and Services List
QBO (available in Plus plan only) will now see the field Preferred Vendor/Supplier when setting up Inventory Items under the Purchasing Information section. A preferred vendor is also available as an additional column that can be added to the Product and Service List report.

If you add a Preferred Vendor/Supplier to your Inventory Items, and you select Reorder from the Action column for that item, the Purchase Order will automatically populate with that Vendor name saving you an extra step.

Preferred Vendor/Supplier
Preferred Vendor/Supplier

 

2) Assign default Class codes to the Products and Services List

A new Class field (available in Plus plan only) has been added to the Items on your Product and Services List. You can see the Class field directly under Category when adding/editing items. Adding a Class to your Items will save you time when entering Sales transactions as well as Expense transactions using those Items as the Class will automatically be assigned. The Class field has also been added to the Product and Services List report and the Physical Inventory Worksheet report.

Class to Item
Class to Item

 

3) Quantity on Purchase Order (PO) column added to the Products and Services Page

Quantity on PO (available in Plus plan only) has now been added to the Products and Services page. You will see the field directly underneath the Reorder point field.

The Quantity on PO field is a static field and pulls its calculations from open item quantities on Purchase Orders for all dates (including those dated in the future). The PO can belong to different vendors, but must not be closed. Also, for partially received POs, the item on the detail line cannot be manually closed.

• QTY on PO is now an available column on the Product and Services list
• QTY on PO is now an available column on the Product and Services List report
• Default column on the Physical Inventory Worksheet report

Mouse over tooltip, “Qty on PO” has been added to the QTY column of Sales and Purchases transaction forms. You will now know if quantities are on order at the time of the sale.

 

Quantity on Purchase Order
Quantity on Purchase Order

 
Blog Source


Be sure to check OUR QuickBooks Forum for questions and answers

Categories
QBO QBO Update QuickBooks Online QuickBooks Online QBO Uncategorized Your Account

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 review what features will be disabled.

4) Confirm it, and log back in.

Alternatively, you can also call support at 1-888-333-3451. Currently, the downgraded plan is available for the US customers only.

For more video tutorial, check out this short video.


QuickBooks Online - Buy now and save 50%



Categories
Customer Center Customers Customers Center Products & Services QBO Update

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 > Show Price Rules drop down on sales forms > ON > Save.

On Customer Information page, new ‘Additional Info’ field (next to Attachments) is added to enter Customer Type and Price Rules.


QuickBooks Online - Buy now and save 50%



Categories
QBO QBO Home Page QBO Update

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 homepage dashboard even on privacy mode. Many business owners saying when they’re sitting next to their customers and creating transactions, they’re not interested in sharing profit or loss, expenses, bank accounts, income, and sales chart.

What they like to see the most on the homepage screen:

1) To do list
2) One click favorite reports
3) One click invoicing
4) One click write check
5) Tasks reminder (this used to be on old homepage, gone now)
6) Recent activities (this used to be on old homepage, gone now)
7) Create your own design enhancement features.
8) Completely wipe out current graphs and bank accounts.
9) Block marketing tips
10) Sign out from the home page

Want customizable QBO dashboard to do your job? Send them your feedback here.

Let’s make QBO dashboard customizable and actually useful.

Categories
QBO Update

QuickBooks update: April 29 2015

  1. Pay Bills (filter, re-sort and apply partial credits)
  2. Enter Bill, save and make payment from the same screen
  3. Permanently delete transactions from excluded section of banking page
  4. Add notes on customer page
  5. Export reports to Microsoft Excel XLSX format
  6. Add bigger size logo (400×200)

 

QuickBooks update: April 29, 2015

 
20150429 pay bills

20150429 bill save make payment

20150429 delete excluded

20150429 customer add notes

20150429 xlsx

20150429 bigger logo

20150429 tile tabs