From the home page screen > Gear icon (upper right corner) > Your Company
Account & Settings
What’s inside the Account & Settings?
- Company
- Billing & Subscription
- Usage
- Sales
- Expenses
- Payments
- Advanced
Getting started with QuickBooks Online Tutorial in 2022 How to use QuickBooks Online Tutorial (2022) What you will learn watching this video: 1) Basic understanding of QuickBooks 2) Navigating QuickBooks Dashboard 3) Setup the Gear icon in QuickBooks 4) Managing Transactions (Creating vs. Adding) 5) Bank Feeds Transactions 6) Book Review (Running Reports) #QuickBooks #QuickBooksOnline […]
Intuit Aid Assist is a free website with an interactive tool to help you evaluate whether you may be eligible for federal relief funding. Paycheck Protection Program (PPP) Economic Injury Disaster Loan (EIDL) https://aidassist.intuit.com/app/home?albRedirect=true#/home QuickBooks Online with Payroll should see the in-product prompt to apply for the government’s Payroll Protection Program. From the left dashboard […]
NEW UPDATED: QuickBooks Online Tutorial: QuickBooks Online in 2022 — Getting Started for Beginners QuickBooks Online Tutorial: QuickBooks 2020 Getting Started for Beginners Sign up for QuickBooks for a 30-day FREE Trial https://newqbo.com/test-drive/ Compare Features and Usage Limits of QuickBooks Online Plans – Advanced, Plus, Essentials, and Simple Start https://newqbo.com/features-and-usage-limits-in-various-quickbooks-online-plans/
Currently, there is no built-in Customer Sales Detail by the Sales Rep report to pay commission in QBO at this time. The workaround in QBO is to use one of three available custom fields on the sales forms (invoice and sales receipt) for Sales Rep (as a text field). And then you can run the […]
The following table will show features and usage limits available in various QuickBooks Online plans: In this video, we will do a full comparison between various QuickBooks Online plans. We will do a deep dive into every aspect of Advanced, Plus, Essentials, Simple Start versions of QBO, and review all their features one by one. […]
UPDATE: This import invoices from the Excel CSV feature is available on all QBO plans now. Steps: Gear – Tools – Import Data – Invoices.
As a general accounting method (especially if you’re an Accrual basis)*, you would record Prepaid Unearned Income from Customer to a Current Liability account. See the screenshot below for how to create this account in your Chart of accounts. You’ve two ways of handling this, select one which works best for your business. Option 1: If you’re depositing this […]
Currently, there is no such standard report in QuickBooks Online. However, you can run the Audit Log report for transactions and filter it to Show deleted/voided transactions and Using Accounts Receivable (A/R) as a source account for Invoices. Unfortunately, you can print this report but not export it to Excel or PDF at this time. […]
Price Rules feature is currently available in Advanced plan and Plus plan only. It’s not available in Essentials plan and Simple Start plan at this time. How to turn Price Rules? From the Gear icon on the top right corner, go to Your Company and select Account & Settings. From the menu, select Sales. Select […]
To change the customer label: Select the Gear icon at the top, then Account & Settings under Your Company. Select Advanced then choose the pencil icon in the Customer label section under Other preferences. From the drop-down menu, choose your preferred customer label. They currently have seven labels to choose from (Clients, Customers, Donors, Guests, Members, Patients, and Tenants). Choose Save, then Done. Note: Some […]