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In order to use QBOA is it necessary to have another QBO or any other QuickBooks software
QuickBooks Online Accountant (QBOA) is really a portal to access client QBO companies. QBOA also comes with one free company (QBO plus level) that the accountant can use for their own business. The Accountant Tools menu (the briefcase icon) displays few specialty tools not found in QBO. So, you do not need anther QuickBooks software…
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Enter a weekly timesheet
Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Weekly Timesheet You will need a Plus plan for this activity. Enter a weekly timesheet Choose a name from the list. An employee or a Vendor name for Independent Contractor.…
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Enter a single time activity
Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Single Time Activity. Note: You will need a PLUS plan to enter this activity. Enter a single time activity Choose a name from the list. An employee or a Vendor…
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QuickBooks Desktop QBD trial to export or import into QuickBooks Online QBO – US UK CA
This QuickBooks article is helpful for: 1) If you have QuickBooks desktop QBD company file saved on computer hard drive or on external hard drive storage and you need to export that file to QuickBooks Online QBO. This means you have backup company file but no actual QuickBooks desktop program. 2) If you want to…
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Does QBO automatically pull deposits pre-payment on taxable items into Sales Tax Payable
The answer is no. Deposit field on Invoice is below the total field. It does not compute sales tax on deposit (acts more like pre-payment) field in QBO. If you run the Sales Tax Liability report from the Sales Tax Center (View sales tax liability report under Related Tasks at the far right side). Just…
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When you send an invoice to a customer and also carbon copy (cc) it to someone, will it show viewed if either person looks at the invoice or just the primary recipient
It will show as viewed whoever viewed it (primary or cc). If it’s viewed by both it will show as viewed twice. Viewed Status Icon: If you open sales transactions (left navigation bar > transactions > sales) under status column, it will show many have opened the invoice and viewed it. It will show one…
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Why is my credit card beginning balance negative
You will first need to check the account TYPE in the Chart of Accounts. If you’ve manually entered the credit card balance as a positive number when, creating a new account in the Chart of Accounts, on reconciling screen, your beginning balance should also be positive, not negative. You will need to check the TYPE…
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How can I run the Budget vs Actual Report for just one specific customer
You will need to customize the report from the built-in Budget vs the Actual Report. And save that customized report and make it My Custom Reports. Next time, you can run it from the My Custom Reports tab. (The budget feature is available only in PLUS plan subscription in QBO). To customize the report: Run…
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How do I edit rename a sales tax agency in QBO
To edit and rename the Agency paid for Sales Tax in Sales Tax Center: 1. Click on Sales Tax (or under taxes) at left navigation bar. 2. Right below the Agency name is a blue link to rename. (Screenshot 1 below). 3. Then enter the Agency name so when you write a Sales Tax Payment…
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How do I add this one-time bonus properly to Quickbooks payroll
This is how to handle employee bonus in QuickBooks Payroll. You will first need to add a Bonus type under the employee profile and then you run either just a Bonus check alone or the regular check with the Bonus amount. You will need to take the following steps to process the bonus check: To…
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Where does QBO get its currency exchange rates from
It’s part of the currency settings at the Company Gear at upper right corner. From the home page > Gear at the upper right corner > Your Company > Account and Settings > Advanced > Currency > ON Manage Currencies > Edit currency exchange (or revalue currency drop-down arrow under action column). OR From the…