Category Archives: QuickBooks Online QBO

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First of all, you should check the state laws to see this is even legal in your state for charging a surcharge to your customers for using a debit/credit card, they vary from state to state. It’s also as part of the Intuit Payments Merchant Agreement. Refer to #3 No Surcharge part of Merchant Agreement […]

In many states, they also have additional taxes for local in addition to state sales tax. Example: How to properly create Invoice to calculate a 6.5% sales tax in Florida, Orange County. (6% State and 0.5% City). The new automated QBO sales tax feature can be accurate if you following the following steps: It’s best […]

Intuit just announced a new offer for QuickBooks Online! NEW users can save more per year if they sign up for the annual billing plan vs. the monthly plan. Check out the ongoing offer below: QBO Plus Annual Plan — $567 per year ($47.25 per month) QBO Essentials Annual Plan — $323 per year ($26.92 […]

Here’s how to create a statement for a sub-customer or sub-client in QBO: Hover your mouse on the Sales tab on the left Dashboard. Select Customers. Click on the sub-customers name. Switch to the “Customer Details” tab. Click the Edit button at the top right. Now you’re on Customer information window. Under “Is sub-customer”, one […]