Category: QBO
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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…
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How to Cancel QuickBooks Online Subscription or Trial
CANCEL QUICKBOOKS ONLINE SUBSCRIPTION Sign in at https://qbo.intuit.com From the home page screen Click the Gear icon (upper right corner). See old and new gear screenshots below. Select Your Account (or Account and Settings depending on what you see). On the Billing info (or Billing & Subscription depending on what you see) page, click Edit…
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How can I reclassify old transactions posted to locations? How can I do this fast?
There is no quick way to select all transactions and “Reclassify” “Location” at this time. You will need to open each transaction and reclassify it one by one. If you have QuickBooks Online Accountant version, you can reclassify (accountant tool > upper left corner, little email icon) certain selected transactions and change CLASS in batch,…
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QuickBooks Online Version vs QuickBooks Desktop Version differences (QBO vs QBDT)
This summarizes the differences between QuickBooks Online and QuickBooks desktop versions (Pro, Premier, Enterprise Solutions) QuickBooks Online Edition offers anytime, anywhere access to QuickBooks for up to 25 simultaneous users, while QuickBooks desktop version offers Webex Remote Access as a solution for accessing QuickBooks from a remote location, but does not allow simultaneous access for multiple remote users.…
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How to provide QBO access to my CPA, Accountant, Tax Accountant or Bookkeeping firm in new QuickBooks Online?
Adding accountant access (allowed up to two) is quick and easy in the new QuickBooks Online. Simply follow the steps outlined below, and you’ll be all set. 1.Sign in to your QuickBooks Online company. 2.Choose Company Gear Icon (upper right corner) > Manage Users under Your Company heading. 3.Go to the Accountants section and click…
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How do you set up a liquor license purchase with Notes Payable in QuickBooks?
Case: Amortizable asset being paid off with Notes Payable I have an asset that needs to be amortized (a liquor license) and I’m confused about how to keep track of the payments we make on it in Quickbooks. The full price is $50K, we put $5K down, and make $750 payments each month (no…
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How do I transfer the Master Administrator role? I have a new Administrator, how do I change the master administrator?
You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active Company Administrator with an email account.…
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How do I search for my Invoices by the Customer PO number in new QuickBooks Online?
From the home page screen Select “Search Transactions” icon (magnifying glass, top middle screen) Select “Advanced Search” Search = Invoices Change “Customers” default to “Custom Field” assigned for Customer PO Number (It could be Field 1 or Field 2 or Field 3) Select “Search” button How do I search for my Invoices by the Customer…
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I am trying to export from Quick Books Online to Quick Books Pro desktop version. I can find no Company Tab to select.
In old QBO: From the home page screen > select company > select export data In new QBO: From the home page screen > select company gear (upper right corner) > select tools select export data It goes through two phases with several steps within each phase. It is not a seamless process. Use Internal…