Currently, there’s no process of importing transactions from Mint.com directly to QuickBooks Online (QBO), nor can it export information from QBO to Mint. If its all bank transactions, then you may be able to export from Mint as a CSV (comma-separated values) file. But it’s the same thing as importing directly from your bank account.… Continue reading Can Import transactions from Mint into Quickbooks Online
Reconcile an account screen to include service charge and interest earned fields in QBO If your bank accounts are not connected, you will see service charge and interest earned fields. If you bank accounts are connected, you will not see these two fields. The assumption here is these transactions are also automatically downloaded from the… Continue reading Reconcile an account screen to include service charge and interest earned fields in QBO
There is a new way to downgrade your plan. 1) First, you want to access your account, make sure to log in to like normal > http://qbo.intuit.com. 2) Copy and paste this link (once you’re already logged in) > https://qbo.intuit.com/app/changeplan 3) It shows you choices to downgrade. Pick new “Choose plan” button. Make sure to… Continue reading New QuickBooks Online (QBO) Downgrade Option – From Plus Plan To Essentials Simple Start
Transaction reference numbers help you easily identify transactions. QBO will automatically assign transaction numbers in sequence. But if you want to change the starting custom transaction number of your own, you can do so. You would want to turn the company settings ON once, assign a custom number and turn it OFF again so that… Continue reading How to change transaction numbers like invoice number sequence
From the home page screen Select the blue navigation bar on the left Select Customers/Clients Center Select Customer/Client Filter to show “Open Invoices” Click the Invoice Sent link under Status column Another way is to add “Last Delivered” columns under Transactions list. Select small gear icon (middle-right corner, just under Create new blue button) See… Continue reading How do i find the date the invoice was sent to Customer/Client in new QuickBooks Online (QBO)?