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How to create a profit and loss report for selective accounts from our chart of accounts. Can this be done in new QuickBooks Online?
Let’s say in this example, you want to run profit and loss report for only two specific accounts from the chart of accounts: Sales of Product Income and Costs of Goods Yes, you can pull P&L report for those two accounts only in QuickBooks Online. Here’s how to start from the home page screen: Click…
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How to see “Keyboard Shortcuts” like save and close and many others in new QuickBooks Online? Also, I want to find our company Id number.
To see all keyboard shortcuts in new QuickBooks From any home page screen or any logged on QBO screen Click Ctrl Alt and / (forward slash) Key New screen will open with all keyboard shortcuts as well as Your Company ID. Click OK button once it’s done.
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Where do I adjust the vertical position on checks in new QuickBooks Online (QBO)?
To adjust the vertical position on your checks, you will first need to locate the Print Check Queue. There are two ways to get to the Print Check Queue: Click the Create menu (plus sign top center) then select Print Checks (if you have a small menu click Show More) or Click Transactions on the…
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Where do I find file to create a new company in QBO?
In QuickBooks desktop version, you can create as many companies you want, that’s not so in QBO. In QuickBooks Online (QBO), it’s one account per one company. In order to add another company, you will need to create a new subscription. You can use the same login in* information if needed. You can also get…
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What is the right away way to set-up inventory in QuickBooks Online Plus?
Heard it will create a mess if initial setup is not proper. GO to Company Gear (located top right corner) Select Products and Services under Lists Click New New screen will pop out Name = Name of Inventory Checkbox “I track on hand for this product…..” IMPORTANT AND COMMON MISTAKE: If you did not checked…
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How do you print a deposit summary only without a deposit slip in new QuickBooks Online (QBO)?
The “Print deposit summary only” feature is available now. See attached screenshot photo for reference From the home page screen Select Create (+) sign (upper-middle screen) Select the “Bank Deposit” tab under the “Other” heading A Blank “Deposit” form will open. To locate recent deposits, select the “small clock” icon, upper-left-corner. Click “More’ if you…
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Can I close my books on a monthly & yearly basis to control changes being made in prior periods?
Yes. You can set the closing date after month end closing process is done. To set the close date of the books: From the home page screen Select the Company “Gear” (upper-right-corner) Select “Company Settings” under Settings Select “Advanced” Select “Accounting” tab Select “Close the books” under Accounting Select “Closing date” and choose protection level…
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I don’t see any data when I run sales tax report. I list non taxable and taxable sales when I deposit sales
In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This stand-alone report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to work-around. To do this, you…
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I have Quickbooks Online Simple Start. I want to wipe out data and start over. Help.
For Simple Start version, you’ve two options: If you want to keep same login information, delete created transactions one at a time. Time consuming process. Cancel current subscription. Create new account with new login information.
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How could I copy last week’s time sheet into this week and then edit it if need be? It was available before the update.
“Copy last timesheet” is back for Weekly Timesheet. From the home page screen Select Create (+) sign Select “Weekly Timesheet” under Employees Copy last timesheet is located at the bottom middle See attached screenshot photo for reference Note: Click “More” link if you need to expand Create (+) sign
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How can I delete a sales receipt in new QuickBooks Online?
To delete Sales Receipt: From the home page screen Select Create (+) Plus sign (upper-middle) Select Sales Receipt tab under Customers heading Open up the Sales Receipt Look on the bottom for the “More” button Click that and one options is to “Delete” it Select “Delete” Done
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How do I print Invoices from the print queue in new QuickBooks Online?
To print Invoices in batch: From the home page screen Go to blue navigation bar on the left and select Transactions tab Select “Sales” Click filter and for Type choose “Invoices” Choose “All Statuses” (or your preference) for Status Choose “To be printed” for Delivery Status Select “Dates” Select “All” for Customer Click “Apply” button…
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How do I make an inactive customer active again in new QuickBooks Online (QBO)?
To activate a customer that was made inactive: From the home page screen Go to blue navigation bar on the left and select customers tab Select Gear icon (far-middle-right, sits just above the “ACTION” column) From this drop-down list you, choose “Include inactive” Now the customer list will also show all of the inactive customers…
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How can I default Sales Receipts to Undeposited Funds account in new QuickBooks Online (QBO)?
The setting for “Deposit to” on the Sales Receipt form is “sticky”. All you need to do is save your first Sales Receipt to “Undeposited Funds” accoount under “Deposit to” field. Once saved, the next time you open the Sales Receipt screen – it will default to Undeposited Funds account.
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How to adjust columns width on Invoices in QuickBooks Online?
You can finally re-size columns on Invoices. From the home page screen Select Create (+) sign (upper-middle) Select Invoice under Customers heading Select “Customize” at the bottom middle Select “Columns” Select + or – to resize the width of the Invoice column Save See attached screenshot photo for reference QuickBooks Online Tutorial Videos
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How to run previous months (not last reconciled) bank reconciliation reports in new QuickBooks Online?
This new QBO is very unfriendly on navigating previous months (not last reconciliation) bank reconciliation report. You can get it, although it’s hidden. It just takes one extra step to run this report. From the home page screen Select blue navigation bar on the left Select Reports Type in “Reconciliation Reports” in the search box (Gor…
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How do make inactive (deleted) customer active again in new QuickBooks Online?
It’s very easy to make inactive customer active again in new QBO. In order to make reactivate a customer, from the home page screen Select “Customers” from the blue navigation bar the left From the “Customers Center”, select small “Gear” on the far middle right Select “Include Inactive” box from the gear drop-down selector It…
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How to change Discount Account used on Invoice setting is new QuickBooks Online (QBO)?
Changing discount account settings is part of the chart of accounts advanced settings in the new QuickBooks Online. From the home page screen Select the Company “Gear” (upper-right-corner) Select Company Settings under the Settings heading Select “Advanced” under Settings Select “Chart of Accounts” under the Advanced heading Select Discount Account from the drop-down selector income…