Category: QuickBooks
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How do you set up a liquor license purchase with Notes Payable in QuickBooks?
Case: Amortizable asset being paid off with Notes Payable I have an asset that needs to be amortized (a liquor license) and I’m confused about how to keep track of the payments we make on it in Quickbooks. The full price is $50K, we put $5K down, and make $750 payments each month (no…
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We have a backup of QB desktop version that we need to restore to QB Online. Tell us how to do it.
Here is a link to instructions on how to convert. http://support.qbo.intuit.com/support/answers.cfm?faq_id=6012 If you do not have QuickBooks installed, you can install your version or get a limited copy here: http://support.qbo.intuit.com/support/answers.cfm?faq_id=4665 Now, if for some reason you cannot do this, or if your file is in 2013 or 2014 version, contact Intuit QuickBooks so they can…
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How do I search for my Invoices by the Customer PO number in new QuickBooks Online?
From the home page screen Select “Search Transactions” icon (magnifying glass, top middle screen) Select “Advanced Search” Search = Invoices Change “Customers” default to “Custom Field” assigned for Customer PO Number (It could be Field 1 or Field 2 or Field 3) Select “Search” button How do I search for my Invoices by the Customer…
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I am trying to export from Quick Books Online to Quick Books Pro desktop version. I can find no Company Tab to select.
In old QBO: From the home page screen > select company > select export data In new QBO: From the home page screen > select company gear (upper right corner) > select tools select export data It goes through two phases with several steps within each phase. It is not a seamless process. Use Internal…
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Which QBO subscription level is right for my business?
They currently offer three versions. Here are some product descriptions to review it. Simple Start version: Create & manage invoices. Track sales & expenses. Apply sales tax. Essentials version: All Simple Start features. In addition, users can: import data from QuickBooks, manage online banking, monitor your business, get industry stats/trends, create estimates, delayed&recurring billing. Plus…
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What is the difference in Quickbooks Online (QBO) and Quickbooks in the Cloud? Where is the information stored?
QuickBooks Online is Intuit’s web based accounting software application. You subscribe to it and make payments to Intuit. Login in and use the application from the internet browser like Chrome, Firefox and IE. Chrome browser works better for this application. They offer three product plans and the price vary starting from $13 to $40 per…
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How to bookmark QuickBooks pages in new QuickBooks Online?
How to bookmark QuickBooks pages? I am missing a button that will allow me to move from one transaction (for example invoice, bank account, profit & loss and so on) to the next without having to close and open the next one. Since QuickBooks Online is web browser based accounting software, you can bookmark almost…
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How to cancel a QuickBooks Online Subscription in new QuickBooks Online?
Sign in to your QuickBooks Online company at https://qbo.intuit.com From the home page screen Go the Company “Gear” (upper right corner) Select “Your Account” under “Your Company” heading Select “Billing Info” under “Your Account” heading Click “Edit Billing Info” blue button In the Subscription Status section, click the Cancel Subscription link Follow the on-screen prompts…
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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: Click to access QBDTImport.pdf
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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.
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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…
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Can I close my books on a monthly & yearly basis to control changes being made in prior periods?
Yes. You can set the closing date after month end closing process is done. To set the close date of the books: From the home page screen Select the Company “Gear” (upper-right-corner) Select “Company Settings” under Settings Select “Advanced” Select “Accounting” tab Select “Close the books” under Accounting Select “Closing date” and choose protection level…
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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…
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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. Source: http://blog.qbo.intuit.com/2014/05/23/whats-new-in-quickbooks-may-2014/
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How can I document money taken out of personal checking to pay for some initial expenses?
Case Example: I just started a company and I am very new to QB Online Essentials. I am yet to invoice my customer and the usual net is 30 days. But I have accrued some expenses associated with the business like paying for GL & WC insurance premiums using my Business credit card. The credit…
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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.…
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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 =…
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How do I connect expenses to customer jobs for Customer job costing in new QuickBooks Online Plus?
If you have Essentials, you will need to upgrade from Essentials to Plus subscription. From Home page screen Go the Company “Gear” icon (located at top right hand corner, next to company login name Select “Company Settings” under Settings heading Select “Expenses” under Settings heading Select “Bills and Expenses” and make needed selections ▣ Show Items…
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How long does it take to show up after I have imported my company file from QuickBooks desktop (QBDT) into new Quickbooks Online (QBO)?
There are two ways to import QuickBooks company file from desktop to QuickBooks Online. Of course, if your company file is very large, it will take longer than a very small company file, so keep that in mind. If you chose the option in your QuickBooks desktop under the Company menu for Export Company File to QuickBooks Online,…
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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: To pull up a list view of all your shortcuts, press [ctrl]+[alt or option]+[/ or…