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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…

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…

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…

Export reports to Google Sheets from QuickBooks Online Advanced

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…

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…

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…

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…