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…