Category: QBO
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Which QBO subscription level is right for my business?
They currently offer three versions. Here are some product descriptions to review it. Simple Start version: Create & manage invoices. Track sales & expenses. Apply sales tax. Essentials version: All Simple Start features. In addition, users can: import data from QuickBooks, manage online banking, monitor your business, get industry stats/trends, create estimates, delayed&recurring billing. Plus…
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What is the difference in Quickbooks Online (QBO) and Quickbooks in the Cloud? Where is the information stored?
QuickBooks Online is Intuit’s web based accounting software application. You subscribe to it and make payments to Intuit. Login in and use the application from the internet browser like Chrome, Firefox and IE. Chrome browser works better for this application. They offer three product plans and the price vary starting from $13 to $40 per…
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How to cancel a QuickBooks Online Subscription in new QuickBooks Online?
Sign in to your QuickBooks Online company at https://qbo.intuit.com From the home page screen Go the Company “Gear” (upper right corner) Select “Your Account” under “Your Company” heading Select “Billing Info” under “Your Account” heading Click “Edit Billing Info” blue button In the Subscription Status section, click the Cancel Subscription link Follow the on-screen prompts…
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I have my company back up on a thumb drive. I would like to restore it on my QB’s online
You cannot import directly from external USB drive. You still need QuickBooks desktop version to export company file to new QuickBooks Online version. For detailed instructions on the conversion process from QuickBooks desktop to QuickBooks Online, please see this article: Click to access QBDTImport.pdf
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Where do I adjust the vertical position on checks in new QuickBooks Online (QBO)?
To adjust the vertical position on your checks, you will first need to locate the Print Check Queue. There are two ways to get to the Print Check Queue: Click the Create menu (plus sign top center) then select Print Checks (if you have a small menu click Show More) or Click Transactions on the…
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Can I close my books on a monthly & yearly basis to control changes being made in prior periods?
Yes. You can set the closing date after month end closing process is done. To set the close date of the books: From the home page screen Select the Company “Gear” (upper-right-corner) Select “Company Settings” under Settings Select “Advanced” Select “Accounting” tab Select “Close the books” under Accounting Select “Closing date” and choose protection level…
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How to tile vertically two reports (or more) side by side on the same screen in the new QuickBooks Online ?
How to tile vertically two reports (or more) side by side on the same screen? For example, I like to look at the two financial reports (or more) side by side on the same screen. Check out this short video. It will show how to tile vertically two reports side by side on the same…
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What are the new improvements in QuickBooks Online just announced in May, 2014?
These are the new improvements in QuickBooks Online posted on 5/23/2014. Smart one is able to hide financials from the home page if necessary. Not so smart one is to move “Print Checks” feature to somewhere under Transactions > Expenses. Source: http://blog.qbo.intuit.com/2014/05/23/whats-new-in-quickbooks-may-2014/
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How can I document money taken out of personal checking to pay for some initial expenses?
Case Example: I just started a company and I am very new to QB Online Essentials. I am yet to invoice my customer and the usual net is 30 days. But I have accrued some expenses associated with the business like paying for GL & WC insurance premiums using my Business credit card. The credit…
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How do I clear the temporary Internet files/cache?
Clearing the browser cache (deleting temporary Internet files) is a good way to start the browser with a clean slate. Please note that the steps are different depending on which browser you’re using. To empty the cache in Google Chrome: Click the menu icon (looks like three lines) in the upper-right corner and select Settings.…
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How can I document money taken out of personal checking to pay for some initial expenses?
Once you have transferred money from your personal to business checking account, this is how you will need to record the deposit in new QuickBooks Online. Click “Plus” icon menu Select Bank Deposit from “Other” menu Choose the correct bank account (if you have more bank accounts) Select correct date of deposit Received From =…
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How do I connect expenses to customer jobs for Customer job costing in new QuickBooks Online Plus?
If you have Essentials, you will need to upgrade from Essentials to Plus subscription. From Home page screen Go the Company “Gear” icon (located at top right hand corner, next to company login name Select “Company Settings” under Settings heading Select “Expenses” under Settings heading Select “Bills and Expenses” and make needed selections ▣ Show Items…