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How do I reorder chart of accounts in QBO?
There is no such option to reorder COA available at this time. It is unfortunate and very ridiculous, right! If you feel this feature need to be added in future revision, please add your voice here. I’ve already done it in the past. http://feedback.qbo.intuit.com
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Is there a way to mass print several hundred past journal entries which were made in Quickbooks online?
There is no way to batch print actual journal entries in new QuickBooks. In fact, there is no print button in QBO, to print actual journal entry that you see on screen at all. To add this new feature request, add your voice here. I have already done so in the past. http://feedback.qbo.intuit.com/
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I am trying to export from Quick Books Online to Quick Books Pro desktop version. I can find no Company Tab to select.
In old QBO: From the home page screen > select company > select export data In new QBO: From the home page screen > select company gear (upper right corner) > select tools select export data It goes through two phases with several steps within each phase. It is not a seamless process. Use Internal…
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We were able to view the bank register and make corrections, etc. in old QBO. Now with the new QBO, we need to be able to have the same access and features before.
If manage user’s access level has not changed, you should be able to edit transactions from the bank (check) register in new QuickBooks. From the blue navigation bar on the left > select Transactions > select Registers > Locate and double click on the bank account to edit It will take to “Bank Register” screen.…
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Is there any way to select all in undeposited funds instead of clicking on them one by one?
At this time, there is no way to select all from “Receive Payment” screen deposit to Undeposited Funds account. But I see huge advantage of having “Select All” button and “Clear All” button like currently available in “Bank Deposit” form. To add this new feature request, add your voice here: http://feedback.qbo.intuit.com/
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Can I make a copy of a budget in new QuickBooks Online?
You can “copy from an existing budget” to create new budget. From the company gear (upper right hand corner) > Tools > Budgeting > select “New Budget” blue button (top right) It will take to mini-interview screens. Page 2 of 4 mini-screen page will give you selection to choose “copy from and existing budget” drop-down…
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Which QBO subscription level is right for my business?
They currently offer three versions. Here are some product descriptions to review it. Simple Start version: Create & manage invoices. Track sales & expenses. Apply sales tax. Essentials version: All Simple Start features. In addition, users can: import data from QuickBooks, manage online banking, monitor your business, get industry stats/trends, create estimates, delayed&recurring billing. Plus…
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How to print sales tax check in new QuickBooks Online?
From the blue navigation bar on the left > select Sales Tax tab > select “Record Tax Payment” blue button > New “Record Sales Tax Payment” screen will open > “Print a check” checkbox is located right below Notes field > select Checkbox > select “Record Payment and Print Check” blue button Now, sales tax…
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I accidentally deleted the Cost of Goods Sold in my Chart of Accounts. When I went to recreate it, the detail no longer includes a general COGS option. How do I re-add the top-level COGS detail?
Luckily, you cannot delete account in new QuickBooks Online. You can make it inactive only. To make it active again: Go the Chart of Accounts (Company Gear (upper right corner) > Lists > Chart of Accounts Include Active checkbox (see attached screenshot photo for reference) Chart of Accounts page will refresh itself Scroll down the…
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I need to edit deposits and want to make it sales receipt instead. How can i do with without deleting the transaction.
There is no way to switch transaction from deposit to create sales receipt. Delete entered deposit Create new Sales Receipt
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How do I re-sort the Chart of Accounts in new QuickBooks Online?
Chart of Accounts is currently designed to sort account names in alphabetical order only. There is no way to resort your accounts the way you want it at this time. It is numerical order if using account numbers instead of name. I like to see the following improvements on Chart of Accounts: Ability to drag…
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Can you convert QuickBooks Online (QBO) version to QuickBooks desktop (QBDT) version?
You can, but it comes all kinds of hurdles. It is not recommended at this time. If you have to, please read these two articles. Convert QuickBooks Online company file to QuickBooks desktop Export limitations If you read the following instructions, it’s clear they have not made new improvements in this area for few years…
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What is the difference in Quickbooks Online (QBO) and Quickbooks in the Cloud? Where is the information stored?
QuickBooks Online is Intuit’s web based accounting software application. You subscribe to it and make payments to Intuit. Login in and use the application from the internet browser like Chrome, Firefox and IE. Chrome browser works better for this application. They offer three product plans and the price vary starting from $13 to $40 per…
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Where do I find the amount of sales taxes due in new QuickBooks Online?
From the home page screen Go to blue navigation bar on the left Select Sales Tax tab Sales Tax Center Record Tax Payment button under Sales Tax Owed heading Make sure tax period ending is correct. Also, fill notes filed with resales certificate number. QuickBooks Online: Where do I find the amount of sales taxes…
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How to enter one bank deposit & match to several different invoices
#1 Create Client Invoices #2 Receive Payment Select Deposit to: Undepeposited Funds account #3 Bank Deposit: match several payments for several invoices to one bank deposit slip. QuickBooks Online: Enter one bank deposit & match to several different invoices
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How do I customize my Invoice in new QuickBooks Online?
Where is my Customize Data Layout like features in new QuickBooks Online? Two ways of navigating on invoice customization features in new QuickBooks Online: 1. From the home page screen > company gear (upper right corner) > Settings > Company Settings > Sales > Customize > Select “Customize look and feel” blue button 2. From…
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Closing the books feature in new QuickBooks Online
In new QuickBooks Online, they have feature called Closing the Books. The main purpose of officially closing the books is to protect transactions in previous periods from being changed. This is done by setting up and requiring a password to edit transactions past a particular date. Both Master and Company Administrators can set the closing date and password:…
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How to delete posted transaction to Inventory Shrinkage (COGS) account in new QuickBooks Online?
From the home page screen Go the Company “Gear” upper right corner Select the Chart of Accounts under Settings heading Select “Inventory Asset” account Double click “ Inventory Asset” and the Asset Register for Inventory Asset will open Locate “Inventory Qty Adjust” posted to “Inventory Shrinkage” account to delete Double click the transaction line and…
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How do I apply credit to an Invoice in new QuickBooks Online?
Create “Credit Memo” (Create “+” sign > select Credit Memo under Customers heading) Go to Receive Payment (Create “+” sign > select Receive Payment under Customers heading) You will notice Outstanding Invoices (Transactions) as well as available Credits. Select Invoice and Credit, match with amount received. Customers / Clients: How do I apply credit to…
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In QB Online Plus can you run a trial balance by class?
Currently, there is no standard built-in Trial Balance by Class Report in QuickBooks Online. There is no way to customize from existing Trial Balance report. You can run the Balance Sheet by Class (less Net Income line) and Profit and Loss by Class. Export it to Excel and merge it together. That combined adjusted numbers…