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How to download a Customer Invoice into Excel?
Actual Invoice can not be exported to Excel. They have Invoice report which can be exported to Excel. If you would like an Invoice report < ul> <li>From the home page screen, go to blue navigation bar on the left,</li> <li>Select Transactions</li> <li>Select Sales</li> <li>Select Filter, Type, Invoices, Choose date range and click Apply</li> <li>Once…
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How do I enter when a customer pays with part cash and part credit card
Since “Receive Payment” screen do not allow such choice, alternative option is to use “Sales Receipt” form to record by selecting multiple method of payments. Let’s get started with how-to video.
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How can I apply discount taken by a customer on payment received?
You will have to wait until you get to “Bank Deposit” tab to apply discount given against this invoice. Let’s start the process: #1 Receive Payment tab (Create + plus sign > Customers > Receive Payment) Show full Invoice payment on “Received Payment” screen, but select Deposit to as “Undeposited Funds” account. Note: Received Payment…
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QuickBooks Online: How to Record Fees from Credit Cards, PayPal, Merchant Services
Your customer paid the Invoice in full amount, but then fees are taken out by your credit card merchant processor before it is posted to your bank account. This quick video shows how do you enter it in QuickBooks Online? QuickBooks Online: How to record fees from credit cards, paypal, square, merchant processors
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How to bookmark QuickBooks pages in new QuickBooks Online?
How to bookmark QuickBooks pages? I am missing a button that will allow me to move from one transaction (for example invoice, bank account, profit & loss and so on) to the next without having to close and open the next one. Since QuickBooks Online is web browser based accounting software, you can bookmark almost…
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How can I print a Check Register or Check Listing only in new QuickBooks Online (QBO)?
I Only want it to show Date, Check Number, Vendor Name and the Amount of the check. For a certain date range say for example day, week, month, etc. From the home screen page Go the blue navigation bar Select Reports Go to report (magnifying glass) and type Balance Sheet Select Balance Sheet Report Balance…
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How should I really enter refund by a Vendor in new QuickBooks Online?
I followed the refund by a vendor. I entered as a deposit. But then it does not show in the vendor’s transaction listing. How should I really enter this type of transaction? At this point, they do not have have any designated way to record this transaction. It is just work-around approach to show in…
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How do I change date format in new QuickBooks Online (QBO)?
I have date format showing MM/dd/yyyy and I want to show dd/MM/yyyy. How do I change it? From the home page screen Go to the Company “Gear” (upper right corner) Select “Company Settings” under Settings Click “Advanced” tab on the left Choose “Miscellaneous” section to change this date format Save How do I change date…
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How do I batch print unprinted Sales Receipts now in new QuickBooks Online (QBO)?
From the home page screen Go the blue navigation bar on the left Select Transactions Select Sales Filter these transactions by”Sales Receipts” (Type) and “To be Printed” (Delivery Status) under the status drop down menu Click blue “Apply” button Click Batch Transactions Select Print Transactions Give few seconds to load to be printed pages Click…
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How to handle a refund to a customer for merchandise not received?
Refund to a customer for PAID merchandise not received? Select “Refund Receipt” as one step process to refund a customer Create + sign > Customers > Refund Receipt Select Customer Select Payment method Select “Refund From” = Bank account if refund by Check (choose Undeposited Funds account if refunded by credit card that will show up in a batch deposit…
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How do I delete downloaded bank transaction that I don’t want to add or match?
Unfortunately, there is no way to delete downloaded banking transactions in new QuickBooks Online. Since you cannot delete downloaded transactions, you will have to move all unwanted downloaded transactions to “Excluded” column. Select the transactions (you like to delete) and then use the “Exclude Selected” option under Batch Actions. It will move from “New Transactions”…
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How can I refund a customer overpayment in new QuickBooks Online QBO
Customer overpaid an invoice, now showing a credit. How can I write a check that is applied against that credit? QuickBooks Online – how can I refund a customer overpayment in new QuickBooks Online QBO
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How do I change the accounting method for my company in new QuickBooks Online?
Accounting methods Cash basis and accrual basis are accounting methods that determine when and how you report income and expenses for tax purposes. The IRS wants you to use the same method each year when reporting income or loss. You should talk to your accountant about which is most appropriate for your business. What is…
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Consolidating your companies under one user ID
Your companies can be consolidated under one user ID, but it requires several steps. If you try to simply change the user ID within the Your Personal Info section, you will see a message that the user ID is already in use. To accomplish the consolidation, follow these steps: First, send the invitation: Sign in to the company for which you…
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How to cancel a QuickBooks Online Subscription in new QuickBooks Online?
Sign in to your QuickBooks Online company at https://qbo.intuit.com From the home page screen Go the Company “Gear” (upper right corner) Select “Your Account” under “Your Company” heading Select “Billing Info” under “Your Account” heading Click “Edit Billing Info” blue button In the Subscription Status section, click the Cancel Subscription link Follow the on-screen prompts…
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How do I apply a specific vendor credit when paying vendor bills? We have several vendor credits against this vendor.
Do not use “Paying Bills” feature when you want apply a specific vendor credit. It seems there is even a design flaws on “Paying Bills” feature when it comes applying a specific vendor credit when you’ve multiple vendor credits in Vendor’s account. Credit column provides no ability to select specific reference to available vendor credit. Alternative…
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How can I print my paychecks in new QuickBooks Online? It prints out a pay stub only.
To print specific employee paycheck: From the home page screen Select blue navigation bar on the left. Select “Employees” tab Choose on the particular Employee Select on the tab “Paycheck List” Put a check mark on the paycheck you want to print Select “Print” under Batch Action drop-down selector Click “Print” button (hoover around your mouse…
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Track Classes in new QuickBooks Online
Class tracking feature (or location tracking) is only available in QuickBooks Online Plus version. It is not available in Essentials and Simple Start versions. Turn ON Class Tracking feature in new QuickBooks Online From the home page screen: Select Company Gear (upper right corner) Select Company Settings under Settings heading Select Categories under Company heading Check…
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I have my company back up on a thumb drive. I would like to restore it on my QB’s online
You cannot import directly from external USB drive. You still need QuickBooks desktop version to export company file to new QuickBooks Online version. For detailed instructions on the conversion process from QuickBooks desktop to QuickBooks Online, please see this article: https://intuitcorp.quickbase.com/up/bfwy8i23w/g/rj/eg/va/QBDTImport.pdf
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How to change password in new QuickBooks Online? I am logged in as the Master Admin for our company.
To change password as Master Admin in new QuickBooks Online: From the home page screen Select the Company “Gear’ (upper right corner) Go to “Your Company” and “select “Your Account” Choose “Personal Info” under “Your Account” heading and click “Edit Personal Info” blue button Scroll-down bit and find “Sign-In Info” heading “Change Password” link is…