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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…
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How to record overpayment on Invoice by customer in new QuickBooks?
From the home page screen Select Create (+) sign Select “Receive Payment” under Customers heading Select “Amount Received” and enter payment amount Select Outstanding Transactions and check applicable Invoice payment If it’s over-payment, it will leave credit balance on customer’s A/R account.
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How do I reverse a Journal Entry in QuickBooks Online?
You can reverse Journal Entry in QuickBooks Online (QBO). From the home page screen Select Create (+) sign (upper-middle) Select “Journal Entry” under the Other heading Select a small “Clock” icon for recent transactions, next to the Journal Entry form title (upper-left-corner) Select Journal Entry needed to be reversed (select the “More” link to expand…
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We got bunch of unpaid invoices. When post one payment for several invoices, system automatically posting to wrong invoices and I have to go back and uncheck them all
You will need to turn off “Automatically apply bill payments” feature in new QuickBooks. To do this task: From the homepage screen, Select the Company “Gear” (upper-right-corner) Select Company Settings under Settings heading Select “Advanced” under Settings Select “Automation” under Advanced heading Select and turn off “Automatically apply bill payments” feature. See attached screenshot photo…
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How to create a statement for one specific customer in new QuickBooks Online?
From the home page screen Select the blue navigation bar on the left Select “Customers” which is Customer Center page Locate and Select Customer to print/send Statement You are at a specific customer’s transactions page now. GO to “Create new” blue button at the middle-right section. Select “Statement” from the drop-down create new selector Choose…
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How to disable the request for customer email in sales receipts?
Question: How can I disable the request for customer email in sales receipts. I don’t want to send or enter the customers email. I want to save Sales Receipts. And the transaction can’t save until I enter an email. Answer: On the Save and Send button, click the drop down arrow and use either Save…
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How do i find the date the invoice was sent to Customer/Client in new QuickBooks Online (QBO)?
From the home page screen Select the blue navigation bar on the left Select Customers/Clients Center Select Customer/Client Filter to show “Open Invoices” Click the Invoice Sent link under Status column Another way is to add “Last Delivered” columns under Transactions list. Select small gear icon (middle-right corner, just under Create new blue button) See…
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How to print a deposit slip and deposit summary in new QuickBooks Online (QBO)?
To print, from the homepage screen Select create (+) sign Select “Bank Deposit” “under the “Other” heading Go to the small clock icon on the top left corner and select the “Recent Deposits” slip and summary you want to print Select Print at the bottom middle Select “Print Deposit Slip and Summary” or “Print Deposit…
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Can I import inventory with quantity on hand from Excel spreadsheet into the new QuickBooks Online?
Yes, you can import inventory with quantity on hand from Excel. To do this task, from the homepage screen Select the Company “Gear” (upper-corner) Select “Import Data” under Tools Select “Products and Services” under Import Data They provide a sample file. Download a sample file. Select “Choose File” under Upload you file Follow the instructions.…
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How to email multiple invoices in a batch in new QuickBooks Online?
In order to e-mail multiple invoices in a batch, from the home screen Go to blue navigation bar on the left Select Transactions Select “Sales” under Transactions This will pull up a list of Sales Transactions Click on the orange bar at the top of the screen to show just “Open Invoices” Click the check…
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How to create (add) a second company in new QuickBooks Online?
If you need to setup more than one company, you will need to set up a new subscription for each one. It means you will need to pay additional charges (NOT FREE) for setting up new subscription. They may offer some discount for adding new subscription. You can use the same login name/ username for…
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How to tile vertically two reports (or more) side by side on the same screen in the new QuickBooks Online ?
How to tile vertically two reports (or more) side by side on the same screen? For example, I like to look at the two financial reports (or more) side by side on the same screen. Check out this short video. It will show how to tile vertically two reports side by side on the same…
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How can get the option to print Invoice compatible with window envelope to work in new QuickBooks Online?
You will need to choose “Airy” template compatible with window envelope. In order to customize Invoice, open the Invoice form Select “Customize” button at the bottom middle They offer three Invoice Templates (Airy, Fresh and Friendly) at this time. Select “Airy” Template Select “More” button Select “Window envelope compatible + pay stubs” checkbox SAVE See…
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What are the new improvements in QuickBooks Online just announced in May, 2014?
These are the new improvements in QuickBooks Online posted on 5/23/2014. Smart one is able to hide financials from the home page if necessary. Not so smart one is to move “Print Checks” feature to somewhere under Transactions > Expenses. Source: http://blog.qbo.intuit.com/2014/05/23/whats-new-in-quickbooks-may-2014/
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How to run customized Sales Report by Sales Rep in new QuickBooks Online?
There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report. This quick and easy tutorial video shows you how…
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How to run Sales Tax Liability report to get Total Sales and Taxable Sales with Tax Collected in new QuickBooks Online?
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 report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to word around. To do this, you…
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How do you delete/deactivate a sales tax code in new QuickBooks Online?
You can deactivate Sales Tax agency in the new QuickBooks Online. From the homepage screen Go to the blue navigation bar on the left Select Sales Tax Select Add/edit tax rates and agencies under related tasks Locate Tax agency to deactivate and checkbox Select Deactivate button New warning screen will open Click Continue and Done