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How to fix problems with downloaded banking transactions? How do I troubleshoot the issues? What does the error messages mean?
Having trouble with your banking connection or transactions in QuickBooks Online? Find your issue and click on the link to the knowledgebase article that will help you. Finding or connecting to your bank: If your menu option is Banking > Online Banking: KB 1722 If your menu option is Banking > Downloaded Transactions: KB 5008 Handling errors: KB 1833 Downloaded transactions…
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How do I transfer the Master Administrator role? I have a new Administrator, how do I change the master administrator?
You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active Company Administrator with an email account.…
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How to customize an expenses by vendor detail report in new QuickBooks Online?
Run built-in standard Profit and Loss Detail Report and customize it get expenses by vendor. To Profit and Loss Detail Report: From the home page screen Select blue navigation bar on the left Select “Reports” Select Go to report (small magnifying gals icon) and type “Profit and Loss Detail” Select Profit and Loss Detail from…
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How to email the employee pay stub out automatically in new QuickBooks Online?
They are handling pay stub a little bit different in the new product. They have recently updated the way the employees can access their paycheck stubs online. This is through ViewMyPaychecks: https://paychecks.intuit.com/ Employees can log in or create an Intuit ID and simply verify their Social Security Number and the next amount of their last…
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How do I download banking transactions into quickbooks from the months before I started using the QBO program
First you will need to download QuickBooks format file (QBO, QFX, OFX only) directly from the bank account to computer hard drive. From the blue navigation bar on left > transactions > banking You are now at the bank feeds section of the QBO area. Select bank account to download these new transactions. Go to…
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We had our file imported into QB Online and now notice that nothing shows reconciled. The check mark is missing from all the transactions . How is this fixed?
It is part of the QBDT to QBO import limitations process, they forgot to mention it. Here is my take on how to solve it in QBO? If you still have access to QuickBooks desktop file, print bank reconciliations report (preferably for the last three months for record). Let’s say you have done reconciliation through…
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How to transfer from one customer outstanding balance to another customer credit balance
It assumes one has an outstanding balance and another one has a credit balance. You will need to create a new dummy bank account to handle the transfer. This tutorial video will show step-by-step instruction on how to handle such transactions in new QuickBooks Online. You will need to watch the video in its entirety…
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How do I change the Master Administrator role to someone else in new QuickBooks Online?
To Transfer the Master Administrator role: You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active…
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Set up QB Online. Connected and downloaded transactions from bank. Reports show no data.
Listen to me carefully, just because you have setup QBO, connected to bank account and downloaded from the bank that does not mean you have hired a bookkeeper to do the job for you. You still have to move from new transaction from bank feed to in QuickBooks area. From the home page screen >…
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Which lists have which features in newly improved QuickBooks Online (QBO)?
This table will show which lists have which features all in one page. These are much improved added features in last two months. Now, create forms should also have similar features fast. Not able to adjust account or product/service column size on various create forms seem to be a big problem right now. …
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Which QBO will we need to prepare and print 1099s at the year end?
Question: We like QBO to generate 1099 form for contractors who work for us, then prepare end of year statements to send to them and file with IRS. Which QBO will we need to prepare and print 1099s at the year end? Answer: You will need to subscribe to QuickBooks Online Plus. You cannot generate…
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How do I delete the logo? I uploaded the wrong on one, and want to get rid of it but I do not have anything to replace it with.
There is no way to actually delete wrong logo at this time. In order for the logo not to show up to other template, unchecked the check mark beside Show Logo. From the home page screen > company gear > settings > company settings > sales > customize > customize look and feel > un-check…
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How can I change the sorting of the chart of accounts? I want my accumulated depreciation to appear under the related asset.
It is a known issue at this time. There is no way to reorder it like in desktop version. Only way is to show cost first and then depreciation is to assign account number. See attached screen photo for reference. If you feel this feature need to be added in future revision, please add your…
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Is there a way to give a person access only to a specific tab only in new QuickBooks Online (QBO)?
Unfortunately the answer is no at this time. Even if you customize the user account or limit their rights, these are the following permission or rights they can perform: Enter estimates, invoices, sales receipts, credit memos, and refunds Enter charges and credits Create and delete statements Receive payments from customers Fill out time sheets for anyone…
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How do I get billable expenses to appear at the bottom of the invoice as a group rather than appear by the date which they were entered ?
You will be able to place billable expense with subtotal after product/service items. Since billable expenses were entered as a separate item, there is no group all those billable expenses and show as one item. In order to do that, you will need to customize invoice format. Open Invoice form, click customize button at the…
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Where & how do I enter new W-9 information for sub-contractors in new QuickBooks Online?
Partial information from W-9 goes to Vendor Information screen. Most important info is to enter tax ID and “track payments for 1099” checkbox. There is no way to actually attach actual W-9 form at this time. If you feel this feature should be added to future revision, please make your voice heard by sending your…
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How can I record a credit memo to a member (customer) and also have it record an expense?
Example: My Club charges $200 monthly dues. Member bought $30 office supplies with receipt. How to record in new QuickBooks so it will show $170 Net amount due on Customer’s account screen. My Club charges monthly dues. Create Invoice for $200 as a regular invoice When members purchase things for the organization/club Create Credit Memo…