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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.
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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 […]
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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.
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How to Reverse an Accounts Receivable Written-off as Bad Debts Expense Account
CASE SCENARIO: A customer never paid the Invoice for $1,000. Wrote-off as bad debt expense account. Later paid $1,000. You will first need to check to the original entry to see how the debt was written off to the bad debts expense account. For example, wrote a journal to wrote off a debt of $1,000 […]
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Assign a Class to previous Not Specified transactions in batch action in QuickBooks Online
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Long Term Loan from Family Member and Loan Foregiveness Gift
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How to apply additional costs to Inventory Items in QuickBooks Online
Adding additional costs like shipping insurance to Inventory Item in QBO
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Recording Finished Inventory starting with Production Materials and Supplies
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How to customize the message on the Payment Receipt Email template and automatically notify your customers when you receive their payment?
You can use “Routines for QuickBooks” at the QB Labs. This will allow you to customize the Payment Receipt Email template. And also automatically notify your customers when you receive their payment. With this feature, there is no need to use manual “Save and send” to notify payment receipt to your customers. To turn on […]