Category: QuickBooks Online QBO
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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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How to see “Keyboard Shortcuts” like save and close and many others in new QuickBooks Online? Also, I want to find our company Id number.
To see all keyboard shortcuts in new QuickBooks From any home page screen or any logged on QBO screen Click Ctrl Alt and / (forward slash) Key New screen will open with all keyboard shortcuts as well as Your Company ID. Click OK button once it’s done.
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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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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 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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QBO Keyboard shortcuts and other ways to speed things up
You want it fast? Leverage keyboard shortcuts. They’re the quickest way to navigate QuickBooks so you can get in and out and back to business. These are the shortcuts that the team has built into the new QuickBooks so far: To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or…