Category: QuickBooks Online QBO
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Export reports to Google Sheets from QuickBooks Online Advanced
Export reports to Google Sheets from QuickBooks Online Advanced
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What to do when there is a difference in closing retained earnings for this fiscal year and opening retained earnings for the next fiscal year
If the amount on the Profit and Loss report is different from the amount currently displayed for the Retained Earnings account, it’s possible transactions only affecting Balance Sheet accounts may have been entered against Retained Earnings account. You can see these user-created transactions on the account Quick Report directly from the Chart of Accounts. Go…
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How to enter historical sales income received to track as sales transactions by the customer instead of as a bank deposit to income in QBO
Case: You have sales income received before you bought QuickBooks Online. Now, you would like to post as sales transactions and also be able to track sales by customer. And just you don’t want to make a deposit in the bank account and use an income as the account category in QBO. Making bank deposits…
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How to Add a Client in QuickBooks Online Accountant
If your client already has a QuickBooks Online (QBO) account, they should invite you as an accountant user instead. Check out this video for how to do that:
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List of not converted features from QuickBooks Desktop (QBDT) to QuickBooks (QBO)
List of not converted features Chart of Accounts Attachments Audit Trail Bills and Bill payments Budget Closing date Credit card charges Custom fields on lists Customer and Jobs Discount Documents Estimates Finance charges Group items Inactive elements on lists Inventory Invoice Journal entry Layout customization (sales from templates) Memorized reports Multicurrency Online banking Online bill…
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QuickBooks Online Advanced – How to try it free for 30 days and review features
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How to show company Tax ID number on the Invoice form
For adding the Tax ID Number, I would normally edit the “Footer Details” content of Custom Form Styles. Follow the following steps: From the home screen, click on the Gear Menu. Beneath the column heading “Your Company or Settings,” select the Custom Form Styles tab. On the Custom form styles page, select Invoice default (or…
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Update on Credit Card Surcharges in California
California has a law, California Civil Code section 1748.1, that prohibits retailers from adding a surcharge when a consumer chooses to use a credit card instead of paying by cash. In March 2015, a federal court found the statute unconstitutional and prohibited the Attorney General from enforcing it. The Office of the Attorney General believes…
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Donate Few Bucks for QuickBooks Help
If you found our answers useful then please contribute a few bucks to support this free QBO forum. Thank you in advance for your continued support.
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How to get Free QuickBooks Online QBO with Class Location Inventory for Your Books
Sign Up link: https://quickbooks.intuit.com/accountants/
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Passing credit card fee as a surcharge to the customer if paid by credit card or debit card
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…
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TIPS: QBO automated sales tax feature to accurately compute local city, county taxes
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…