Category: QBO
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Converted to a new accounting system from QBO. What QBO data do I need to keep in the event of an audit?
Here is a list of reports I recommend to have it on record (export to excel, or save as pdf) before canceling the QBO subscription: General Ledger (All Dates). Depending upon the file size limits, it may need to be downloaded in batches. Trial Balance by Fiscal Year Ending Bank Reconciliation Reports (for last three…
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QuickBooks Online File Size and Feature Limits
QuickBooks Online does not have a file size limit. However, if you enter huge amounts of data, you may experience a reduction in response times. Note for US customers only: For information on the limits of exporting desktop data into QBO, see Export limitations (US). https://community.intuit.com/articles/1145409-export-limitations For example, if you enter as many as 3,500…
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How do I fix unapplied cash payment income and unapplied cash bill payment expense
You may see two accounts for UNAPPLIED cash payments if you report Profit and Loss on a cash basis. It will automatically trigger these two accounts simply because you have entered certain deposit and payment transactions differently than normal flow in QBO. These two accounts are automatically added to the Chart of Accounts when the…
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What are the specific reports available in Simple Start version of Quickbooks Online
Simple Start plan may be the best value for the bucks if your business just needs to sync bank accounts to the QuickBooks, categorize transactions and generate Profit and Loss, Balance Sheet and other basic financial reports. These are the built-in standard reports available in Simple Start plan (June 2018). Business Overview (12 reports): Audit…
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Our top 10 QBO improvements list of 2015
1. Permanently delete-excluded bank transactions 2. Mark a bank transaction as a billable expense and assign it to a customer 3. Collapse the left navigation bar 4. Multi-currency support 5. Add custom reports to your management reports packages 6. Hide sensitive data from limited access users on Customers and Vendors pages 7. Hide account balances…
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QuickBooks Online Support Phone Number
They have different phone numbers for specific topics. Try 1-800-488-7330 for QuickBooks Online Support. Expect wait time thirty minutes plus. Here is contact us link to their website.
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Preparing for year-end: Hints and Tips for QuickBooks Online (QBO) users
Year-end is quickly approaching. Be prepared for the year-end. Here is a 10-point checklist you should go through to keep your QuickBooks Online accounts in order and plan for the year-end processing. Helpful Checklist: Bank Reconciliations Make sure all bank reconciliations are up to date. This includes credit card accounts as well. Review any…
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How does “Inventory in and out” work in QuickBooks Online Plus?
This article will guide you on how to handle inventory step by step. First, let’s start with understanding what “Inventory in and out” means in QBO. It means you will be adding (in) purchased inventories to Inventory Assets account that is current assets type to the chart of accounts and you will be subtracting (out)…
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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…
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Can I issue payments from Quickbooks Online (QBO) that will process through my bank account?
QuickBooks Bill Pay Service is available only in QuickBooks Desktop versions (QBDT 2013-2015). That feature is currently not available in QuickBooks Online (QBO). Send them your feedback if you like this feature request > Gear (upper right corner) > your company > FEEDBACK. And ask for Bill payment services offered through Intuit QuickBooks
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Recording Daily Sales – Restaurants, Retail Stores, POS Cash Register, Sales Template
In QBO Essentials and, you can create a Recurring Sales Transaction to be used at the end of each day to record your daily sales transactions. This YouTube video will show step-by-step instructions on how to record daily sales in QBO. We highly encourage you to watch the entire video. You do not want to…
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Is it possible in the new QB Online to finally change the column width on invoices?
Yes, it’s available now. You can finally re-size columns on Invoices. From the home page screen Select Create (+) sign (upper-middle) Select Invoice under Customers heading Select “Customize” at the bottom middle Select “Columns” Select + or – to resize width of the Invoice column Save See attached screenshot photo for reference More improvements are…