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How to Invoice your Customer for Sales Tax only in QuickBooks Online QBO
This video will show step-by-step instructions on how to Invoice your customer for missing Sales Tax only. Be sure to watch the video to the end, so you will not miss any steps. If you have any questions regarding this one or any, be sure to visit the “Ask Question” forum by clicking the link…
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What’s new in QuickBooks Online: November 2019
Some new features and improvements were added in QuickBooks® Online: Simplify credit card payments with a new workflow Get organized and stay compliant with sales tax filing Save time with the profit and loss report enhancement Establish and manage your Chase Bank account Identify opportunities with the Revenue Streams Dashboard report Take control of your…
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Can I delete automatic exchange loss / gain entry in QBO
The option to directly delete the automatic exchange loss/gain entry in QBO is unavailable at this time. This is mainly because the entry is automatically generated when a payment is applied to a foreign transaction. Here’s a helpful article with detailed instructions on how to change the currency. It provides an overview of how the…
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QuickBooks Online – Account setup for Periodic Inventory basis in QBO
NEW!! QuickBooks Online Inventory Deep Dive Deep Dive into QuickBooks Online Inventory One time test drive or 30-day free trial link:https://newqbo.com/test-drive/ #QuickBooks #QuickBooksOnline #QBO#QuickBooksInventory Table of Contents 00:00 Intro00:14 Brief Notes On QuickBooks Online Inventory History01:33 Which QBO version allows Inventory tracking?02:04 Test Drive One Time or 30-Day Free Trial05:16 Turning the Gear Settings on…
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Export reports to Google Sheets from QuickBooks Online Advanced
Export reports to Google Sheets from QuickBooks Online Advanced
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What to do when there is a difference in closing retained earnings for this fiscal year and opening retained earnings for the next fiscal year
If the amount on the Profit and Loss report is different from the amount currently displayed for the Retained Earnings account, it’s possible transactions only affecting Balance Sheet accounts may have been entered against Retained Earnings account. You can see these user-created transactions on the account Quick Report directly from the Chart of Accounts. Go…
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How to enter historical sales income received to track as sales transactions by the customer instead of as a bank deposit to income in QBO
Case: You have sales income received before you bought QuickBooks Online. Now, you would like to post as sales transactions and also be able to track sales by customer. And just you don’t want to make a deposit in the bank account and use an income as the account category in QBO. Making bank deposits…
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How to Add a Client in QuickBooks Online Accountant
If your client already has a QuickBooks Online (QBO) account, they should invite you as an accountant user instead. Check out this video for how to do that:
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List of not converted features from QuickBooks Desktop (QBDT) to QuickBooks (QBO)
List of not converted features Chart of Accounts Attachments Audit Trail Bills and Bill payments Budget Closing date Credit card charges Custom fields on lists Customer and Jobs Discount Documents Estimates Finance charges Group items Inactive elements on lists Inventory Invoice Journal entry Layout customization (sales from templates) Memorized reports Multicurrency Online banking Online bill…
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QuickBooks Online Advanced – How to try it free for 30 days and review features
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How to show company Tax ID number on the Invoice form
For adding the Tax ID Number, I would normally edit the “Footer Details” content of Custom Form Styles. Follow the following steps: From the home screen, click on the Gear Menu. Beneath the column heading “Your Company or Settings,” select the Custom Form Styles tab. On the Custom form styles page, select Invoice default (or…
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Update on Credit Card Surcharges in California
California has a law, California Civil Code section 1748.1, that prohibits retailers from adding a surcharge when a consumer chooses to use a credit card instead of paying by cash. In March 2015, a federal court found the statute unconstitutional and prohibited the Attorney General from enforcing it. The Office of the Attorney General believes…