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QBO QuickBooks QuickBooks Online QuickBooks Online QBO

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:

https://intuitcorp.quickbase.com/up/bfwy8i23w/g/rj/eg/va/QBDTImport.pdf

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QBOA QuickBooks QuickBooks Online QBO

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.
qbo keyboard shortcuts
qbo keyboard shortcuts
Categories
Print Checks QBO QuickBooks QuickBooks Online QuickBooks Online QBO

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 left side menu, select Expenses, then in the upper right corner, select Print Checks.

If you have not done the set up before you should automatically be on the Print Checks Setup page. If you have done the set up before you will see the check queue instead but will see “Print Setup” on the bottom center of your screen and if that is the case, click Print Setup.

Once you are on the Print Checks Setup page (it will say that in the upper left corner), start by selecting your check type and print a sample (you will need the grid in the sample). To adjust the horizontal or vertical lines, click “No, continue setup” in the right bottom corner (you may have to click it twice). Then you can adjust the lines using the grid that printed in the sample. Make sure that after you adjust the alignment, you view preview and print sample to save the settings.

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QBO QuickBooks QuickBooks Online QuickBooks Online QBO

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 screen.

Note: Google chrome browser used to this video.

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QBO QBO Update QuickBooks QuickBooks Online QuickBooks Online QBO

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.

Recommended TOP Rated Apps for QuickBooks Online QBO

APPDESCRIPTIONCATEGORY
Fundera - Find Your Small Business Loan OnlineFundera - Find Your Small Business Loan OnlineFinding Small Business Loan Online

TSheets PRO

TSheets PRO

TSheets PRO
Method CRMThe top-rated CRM built specifically for QuickBooksCustomer Management (CRM)
eBility Time Tracker Easy time tracking. For faster QuickBooks billing and payroll.Time Tracking
Concur Expense Reporting for Small BusinessEasy expense management for small businesses on the goMobile
FundboxGet Paid for Your Outstanding Invoices InstantlyAccounts Receivable Management
ShoeboxedTurn digital and paper receipts into clean QuickBooks transactionsMobile
FG Receivables Manager. Accountant Referral Code: NewQBOManage receivables with simple clicks. Use Accountant Referral Code: NewQBO
Finance and Accounting. Use Accountant Referral Code NewQBO to create an account.

Source:
http://blog.qbo.intuit.com/2014/05/23/whats-new-in-quickbooks-may-2014/

Categories
QBO QuickBooks QuickBooks Online QuickBooks Online QBO

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.
On the left menu column, click History.
Click Clear all browsing data.
Click to select Empty the cache.
Use the Obliterate the following items from drop-down arrow to select the beginning of time.
Click Clear Browsing Data.
Close all open Chrome windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

To clear history and cache in Firefox:

At the top left click on Firefox, from the drop down menu click the History menu and select Clear Recent History.
A pop up window will open; if a Time range to clear option is present, set it to Everything.
If a list of check boxes is not visible, click the down-arrow button next to Recent to reveal them.
Make sure there are check marks next to Browsing & Download History and Cache.
Click Clear Now.
Close all open Firefox windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

To delete temporary internet files in Internet Explorer:

Click the gear icon at the top right of the browser window.
Select Internet Options.
Under Browsing History, click Settings.
Under Check for newer versions of stored pages, click to select Every time I visit the webpage, then click OK.
Under Browsing History, click the Delete… button
Uncheck Preserve Favorites website data.
Click to mark Temporary Internet Files, then click Delete.
Click OK.
Close all open Internet Explorer windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

To empty the cache in older versions of Safari:

Open your Safari browser.
Choose Safari > Empty Cache.
Click Empty.
Close all open Safari windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

In Safari 5:

Choose Safari > Reset Safari.
In the pop-up window that appears, select Remove all website data.
In the lower right corner, click Reset.
Note: No confirmation will appear after clicking Reset; the window will disappear.
Close all open Safari windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

In Safari 6:

Choose Safari > Preferences.
On the top of the window, click the Advanced tab.
Select Show Develop menu in menu bar.
Choose Develop > Empty Caches.
Close all open Safari windows, restart the browser, go to the sign-in page for QuickBooks Online and try again.

Answer ID: 1038

Categories
Chart of Accounts QBO QuickBooks QuickBooks Online QuickBooks Online QBO

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 = Jimmy Smith (example only) > Add New as “Vendor” if needed (slightly different name if already setup as employee)
Account = Loan Payable to Jimmy Smith (example only) > Add New > Category Type > Other Current Liabilities > Loan Payable > Change Name to Loan Payable to Jimmy Smith > Leave Balance “Blank” > Save
Description = Temporary loan to the company, to be repaid within 60 days (for example)
Payment Method = Direct Deposit/Check/Cash??
Ref No = Bank deposit reference number if available
Amount = exact deposit amount (say $5,000 for this example)
Save and Close

Loan repayment to Jimmy Smith

GO to Vendors
Select Expense (if bank transfer) > select Check if issued check
Select Jimmy Smith (Vendor)
Account = Loan Payable to Jimmy Smith
Description = Repayment of loan with borrowed date
Amount = $5,000.00 (if full re-payment)

Those two entries should document borrowed money for business as well as repayment. And, the account should reflect zero balance when done.

Categories
QBO QuickBooks QuickBooks Online QuickBooks Online QBO

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:

Keyboard Shortcuts
Keyboard Shortcuts

To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or ?] simultaneously.

We’re making transaction entry faster in other ways, too. Here are a few other changes you should see soon:

your last action (like save and new or save and close) will become the primary action the next time you need to use it
you’ll be able to tab across form fields in sequential order
We hope these changes will help you enter transactions more quickly and easily. Got other ideas for shortcuts and speedy data entry? Let us know.