Categories
Company Gear Company Settings Customers Invoice Sales Receipt Sales Receipt 2 Settings

How to add Shipping Fields to QBO Sales Forms – Invoice and Sales Receipt

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

If you like the “Ship Via” field to have a drop down box to select, it’s not available yet (2/19). This’s still a text field. You will need to manually enter it every time you create Sales Invoices and Sales Receipts.

Categories
Settings Time Sheet

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.

  1. Choose the Gear icon at the upper right corner
  2. Your Company
  3. Account and Settings
  4. Click Advanced
  5. In the Time Tracking section, click on the Edit icon. This will show the First day of work week field
  6. From the drop-down menu, choose the appropriate First day of work week
  7. Click Save.

Your time sheets will now begin on the appropriate day.
Note: If you work week starts on a weekend make sure to mark the checkbox. Show weekends at the middle gear icon at the far right.


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Categories
QBO Settings Your Account Your Company Your Company Id

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 step! …


 




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Customers Estimate Products & Services Purchase Order Settings Tutorial Videos

Copy an Estimate to a Purchase Order

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Video Tutorial:


Free Ground Shipping

Categories
Invoice Settings

Employer Identification Number EIN (Where to enter / How to use it on Invoices)

Categories
Invoice Settings

How to show account summary balance due on new invoices

Categories
Invoice Settings

How to add a logo to sales invoices

Categories
Invoice Sales Receipt Settings

How to change transaction numbers on sales forms (Invoices, Sales Receipts)

Categories
Class Tracking Settings

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.

    classes page

     

    • First, to enable Class Category feature on: from the home page screen > company gear (upper right corner) > settings > company settings > company > categories > track classes > ON > Save

    track classes on
     

    • Assign classes to > one to entire transaction or one to each row in transaction

    one to each row in transaction

     

    • To add NEW Class > From the home page screen > company gear (upper right corner) > lists > all lists > locations > click new blue button (upper right corner) > fill out short Class form > save

    add new class
     

    • To run Class list > From the Classes page > select Run report (next to New button, not under Action column)

    class list

     

    • To run Class Quick Report > From the Classes page > select Run report under Action column > Customize if needed and run report>Optional: Save Customizations button to make this as “My Custom Reports”

    class quickreport

     

    • For Edit, Delete > select down-arrow (next to run report) under Action column

They have the following Class related as built-in business reports:

    • Class list
    • Profit and Loss by Class
    • Purchases by Class Detail
    • Sales by Class Detail
    • Sales by Class Summary

profit and loss by class

purchases by class detail

sales by class detail

sales by class summary

 

Categories
Settings

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 > categories > track locations > ON > Save

    track locations on
     

    • Location label can be changed to the following: Location (default), Business, Department, Division, Property, Store, Territory

     

    location
     

    • To add NEW Location > From the home page screen > company gear (upper right corner) > lists > all lists > locations > click new blue button (upper right corner) > fill out Location Information short form > save

    add new location
     

    • To run Location list > From the Location page > select Run report (next to New button, not under Action column)
    • To run Location Quick Report > From the Location page > select Run report under Action column > Customize if needed and run report>Optional: Save Customizations button to make this as “My Custom Reports”

    location quickreport

 

  • For Edit, Delete > select down-arrow (next to run report) under Action column

They have the following Location related as built-in business reports:

    • Location list
    • Profit and Loss by Location
    • Purchases by Location Detail
    • Sales by Location Detail
    • Sales by Location Summary

 
location list report

profit and loss by location

purchases by location detail

sales by location detail

sales by location summary