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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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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 […]
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QBO Annual Purchase Plan Offer (Annual Billing Plan)
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 […]
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How to create a Statement for a sub-customer / sub-client in QB Online
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 […]
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How to send one Invoice for multiple different projects to one main Customer in QBO