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  • How to record sales tax refund check from Tax Agency in QuickBooks Online

    I’ve not seen a single article from QuickBooks Help related to this subject on how to record Sales Tax refund check in QuickBooks Online. Most of the answers found don’t work or whoever answered the questions does not fully understand how Sales Tax Center is so limited to making any credit/refund adjustments. It’s not clear…

  • New data export options for QuickBooks Online (Canada only)

    New data export options for QuickBooks Online (Canada only) Export reports Export lists QuickBooks Online now offers a simple process to export financial statements, as well as key lists, in one step. This means that the data you enter into your file can be downloaded to your local machine at any time. Learn more HERE.

  • QuickBooks Desktop Trial Links – Import into QuickBooks Online

    Looking for a QuickBooks Desktop trial to export or import into QuickBooks Online? You can download it here. See link below. Once you’ve downloaded the trial version for your region below, ensure it’s updated to the latest release for a smooth migration. Note: You won’t be able to restore a company file with a QuickBooks…

  • How can I make an inactive employee active again

    Here’s how to reactivate an inactive employee: From the homepage dashboard Go to Employees Choose Inactive Employees from Active Employees drop-down arrow Click Inactive Employee row in question Click “Employment” pencil at the far right Under Status, you should see “Not on Payroll” for inactive employee Select “Active” from the drop-down list Save Done See…

  • What does checking Billable box do in QuickBooks Online

    The billable feature is available only in QuickBooks Online with Plus plan. When you select “Billable” Expense checkbox field, you must also select a Customer/Project field each split line that is billable. If you don’t select Customer/Project field, you will get an error message. You can’t the save the transaction. (If you’ve Markup percentage turned…

  • Apps tab in QuickBooks Online Accountant QBOA

    Accountants and Bookkeepers now have the ability to discover, connect, and manage apps for their firm and clients, all within one place. With the new Apps tab within QuickBooks Online Accountant, the firm owner can now add and manage apps for both the firm and their clients, all from a single location. The Apps tab…

  • 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. Choose the Gear icon at the upper right corner Your Company Account and Settings Click Advanced In the Time Tracking section, click on the Edit icon. This will show the First day of work week field From the drop-down menu,…

  • Coming QBO Improvement – Price Rules (aka Price Level List on QB Desktop)

    Manage your multiple price lists for different customer types with ease. Eliminates the hassle of maintaining and remembering who gets what price for what items. To turn the Price Levels ON in QBO (COMING FEATURE): Gear at the upper right corner > Your Company > Account and Settings > Sales > Products and Services >…

  • How to change your password for QuickBooks Online Accountant version

    Here is how to change your password for QuickBooks Online Accountant version: Click the Gear Icon in the upper right. Select “Your Account” under Your Company at far right. In the upper right, click the “Edit personal information” green button. Scroll down to the bottom of the page and click “Change sign in info” under…