Category: QuickBooks Online QBO
-
Common mistakes to avoid in QuickBooks Online INVENTORY – Initial Quantity on Hand | Inventory Quantity Adjustment
-
Import Invoices from Excel CSV file to QuickBooks Online Advanced
-
How to add a Pay Now button to an invoice in QuickBooks Online QBO – Accept payments on your invoices
-
Where is Collapsible Dashboard button in QuickBooks Online
One click (the “triple-bar” icon button next to the company name) and the left dashboards sidebar collapses.\nGain more screen real estate! Use the entire screen to display more data!
-
How do I get the running balance to show in my bank register in QuickBooks Online
If the running balance on the QuickBooks Register (Dashboard > Accounting > Chart of Accounts > View Register) is not showing or showing N/A: 1) It is possible it’s being sorted by something other than Date column. It needs to be sorted by Date column to show running balance in QBO register. Click on the…
-
Create and send multiple invoices feature in QuickBooks Online Advanced plan
QuickBooks Online Advanced lets you create and send multiple invoices at the same time. You can create and send the same invoice to multiple customers. You can also work on multiple invoices at once in a single window adding the various new line items for products and services. Once it’s done, you can send all…
-
How to record Prepaid Expense payment and set up recurring transactions to split them across over a certain months
-
Can I upgrade online QuickBooks Plus to Advanced from Gear > Account and Settings > Billing & Subscription tab
-
Bills and Expenses tab under Gear Account and Settings in QBO plans Simple Start, Essentials and Plus
-
How to EDIT account category names in the QBO Chart of Accounts
From the Left Dashboard > Accounting > Chart of Accounts Select drop-down arrow (next to View Register for Balance Sheet accounts and Run report for income/expense accounts) and you will EDIT. Change the Account Name as you want. Note: You can’t edit Account Type and Detail Type in QuickBooks Online.
-
How to add Billable Expenses to an existing already created Invoice
Open an existing invoice. Look for an arrow pointing left at the top right corner (right to BALANCE DUE). Click that arrow You will find the Billable Expense sitting there and click Add. You will notice line item from the existing invoice and added a billable expense line item. Delete line item from an existing…
-
How do I edit an expense that the online bank classified as a transfer
It’s easy to edit when this occasionally happens. Just click the transaction row in the Banking For Review. Switch radio button from ‘Record Transfer’ to ‘Add’ and record expense.