Category: Settings
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How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt
To turn the shipping fields on – Gear at the top right corner | Your Company | Account Settings | Sales | Sales Form Content | Shipping | On | Save Adds shipping fields (date, tracking number, destination, subtotal) to sales forms (Invoice, Sales Receipt). Related setting: Advanced | Chart of accounts | Shipping account…
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How do I change the first day of the week on my time sheet
You can change the first day of your work week in your Company Preference Settings. Choose the Gear icon at the upper right corner Your Company Account and Settings Click Advanced In the Time Tracking section, click on the Edit icon. This will show the First day of work week field From the drop-down menu,…
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Forgot User Id or Password for QuickBooks Online
Forgot User Id or Password for QuickBooks OnlineQuickBooks Help From the article: Having problems signing into your QuickBooks account? Follow the directions below to get back into your account. We often find that the problem is with the user ID and not the password. Making sure you’re using the correct user ID is the first…
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Copy an Estimate to a Purchase Order
[huge_it_slider id=”4″] Video Tutorial:
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Track Classes in QuickBooks Online
Class Tracking Class tracking is available in Plus plan only. Adds a Class field on forms so you can use to categorize your accounting transactions to different product lines. First, to enable Class Category feature on: from the home page screen > company gear (upper right corner) > settings > company settings > company…
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Track Locations in QuickBooks Online
Location Tracking Location tracking is available in Plus plan only. Adds a Location field on forms so you can assign transactions to different locations like stores, sales regions, and counties. First, to enable Location Category feature on: from the home page screen > company gear (upper right corner) > settings > company settings > company…
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Location Tracking
Now You Can! #1 Create line item Journal Entry by LOCATION #2 Balance Sheet and Profit & Loss by LOCATION Report #3 Bank Deposit (Deposited to Undeposited Funds) by LOCATION
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How to provide QBO access to my CPA, Accountant, Tax Accountant or Bookkeeping firm in new QuickBooks Online?
Adding accountant access (allowed up to two) is quick and easy in the new QuickBooks Online. Simply follow the steps outlined below, and you’ll be all set. 1.Sign in to your QuickBooks Online company. 2.Choose Company Gear Icon (upper right corner) > Manage Users under Your Company heading. 3.Go to the Accountants section and click…
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How do I change the Master Administrator role to someone else in new QuickBooks Online?
To Transfer the Master Administrator role: You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active…
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Set up QB Online. Connected and downloaded transactions from bank. Reports show no data.
Listen to me carefully, just because you have setup QBO, connected to bank account and downloaded from the bank that does not mean you have hired a bookkeeper to do the job for you. You still have to move from new transaction from bank feed to in QuickBooks area. From the home page screen >…
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How do I delete the logo? I uploaded the wrong on one, and want to get rid of it but I do not have anything to replace it with.
There is no way to actually delete wrong logo at this time. In order for the logo not to show up to other template, unchecked the check mark beside Show Logo. From the home page screen > company gear > settings > company settings > sales > customize > customize look and feel > un-check…
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What happened to the “Items” tab when I enter bills?
If you see “Bill” form with account only and there is no “Item Details tab” separately, it usually means “Show Items table on expense” setting is turned off. In order enable Show Items table on expense and purchase forms: From the home page screen Select the Company Gear (upper right corner) Select Settings Select Company Settings…
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How do I change date format in new QuickBooks Online (QBO)?
I have date format showing MM/dd/yyyy and I want to show dd/MM/yyyy. How do I change it? From the home page screen Go to the Company “Gear” (upper right corner) Select “Company Settings” under Settings Click “Advanced” tab on the left Choose “Miscellaneous” section to change this date format Save How do I change date…
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How do I change the accounting method for my company in new QuickBooks Online?
Accounting methods Cash basis and accrual basis are accounting methods that determine when and how you report income and expenses for tax purposes. The IRS wants you to use the same method each year when reporting income or loss. You should talk to your accountant about which is most appropriate for your business. What is…
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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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I recently went to the new quickbooks online. How do I create a billing statement of open items to send to my customers like I used to do easily before?
From the Homepage screen Click “+” sign (top middle) Select “Statement” under Other header How to email statement to a customer? Select “Edit” under Delivery Method column Default could be “None” Select “Email” from the pop up screen and follow the instructions Select “Create/Send Selected Statements” button It will send email and will end with…