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How to wipe out all data and start over fresh in new QuickBooks Online and Essentials, not Simple Start?
How to wipe all the info of my company and start over in QuickBooks Online Plus and Essentials? Click here for QuickBooks Online Simple Start instructions. If you’re a new customer and are within the first 60 days of having set up your account, you can delete all of the existing data and start over…
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How to wipe all the info of my company in QuickBooks Online Simple Start, not QuickBooks Online Plus or Essentials?
It is a multi step process. To Cancel your Current subscription: From the Home page screen Click on the Company Gear symbol in the upper right hand corner Click on “Your Account” Click on Edit Billing Info You will then see a link that says Cancel Trial (or Subscription) , Click on that You will…
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We recently converted from Quickbooks Pro desktop to QuickBooks Online (QBO). We have two A/P accounts, one of which was no longer in use. Our bills are now posting to both, seemingly randomly. How do I set the bills to post to only one account?
You will need to merge the two accounts into one account you want to keep. From the Home page screen Go to the Company Gear icon (located at top upper right corner) Select Chart of Accounts under Settings header Click on the account you are keeping to select it and then the Edit button. Copy…
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How to undo a bank reconciliation without clicking of all the Rs manually in the registers in new QuickBooks Online?
There is no easy answer. Removing the Rs from the register can turn into a long, tedious process. Unfortunately, QuickBooks Online doesn’t currently have a way written into the program to undo a reconcile all at once. If you feel the reconcile must be undo, then we do require that reconciles be undone transaction by…
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How do I add a client purchase order onto my invoice, ie how do I show this on the invoice is there a custom column?
In new QBO, they’ve up to three custom fields selections available to customize invoice layout. You can pick one field for Client Purchase Order Number. From the Home page screen Select the Company Gear (located top upper corner) Select “Company Settings” under Settings header Select “Sales” under Settings” Select “Sales Form Content” Select “Custom Fields”…
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My customer would like for me to give them a print out of their payment and invoices statement of the last quarter. How do I do this?
In order to provide your customer the most information in the easiest to read format, create statements for your customer. You can do that from the home page screen by clicking on the create button at the top of the screen (the “+” sign) and selecting “Statement” under the “Other” header (If you don’t see…
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How to record processed credit refund by Merchant Credit Card account to a customer and account payment is linked to a bank account?
In order to record processed credit refund by Merchant Credit Card account to a Customer, first create “Refund Receipt” to a customer. From Home page screen Select “+” sign (top middle section) Select “Refund Receipt” under Customers heading Select Customer and enter necessary information Select “Undeposited Funds” as Refund From (IMPORTANT) Save See screenshot photo…
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How do I connect expenses to customer jobs for Customer job costing in new QuickBooks Online Plus?
If you have Essentials, you will need to upgrade from Essentials to Plus subscription. From Home page screen Go the Company “Gear” icon (located at top right hand corner, next to company login name Select “Company Settings” under Settings heading Select “Expenses” under Settings heading Select “Bills and Expenses” and make needed selections ▣ Show Items…
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How do I “Close the books” for a given month so no further transactions can be posted in new QuickBooks Online?
From the Home page screen Click the Company gear in the upper right of your Home screen Choose Company Settings from the dropdown Click Advanced on the left Click in the Accounting section (it’s at the top of the page) Check the box for Close the books Enter a Closing date They offer 2 selections…
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Where is general Journal Entry located in new QuickBooks Online?
From the Home page screen Click “+” plus sign Select “Journal Entry” under Other heading New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
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Where is Date Format located in new QuickBooks Online?
From the Home page screen Click Company Gear (top upper corner) Select “Company Settings” under Settings heading Select “Advanced” Select “Miscellaneous” Select “Date format” Save New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
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How do I set up to pay owner? How do I show funds paid to owner in new QuickBooks Online?
Create Owner’s Draw account under Equity type Click Gear Select “Chart of Account” under Settings Select “New” button Category Type = Equity Detail Type = Owner’s Equity Name = Owner’s Draw Save New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
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Why isn’t Quickbooks Online noticing when same Vendor Bill is entered twice?
Why isn’t Quickbooks Online noticing when same Vendor Bill is entered twice? It isn’t picking up the invoice number has been entered before….Is this a bug or something you have removed? It used to give us a notice that the bill has been entered. From the Home page screen Go Company Gear Select Company Settings…
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What is the different between Expense form and Check form under Vendors heading in new Quickbooks Online?
Check form is to record written manual checks or to enter computer checks to be printed. This entry will reduce bank balance. Expense form is to record all banking withdrawal type transactions except Check. New QuickBooks Online Plus – How to enter various expenses in new QBO? QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales…
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How do I characterize a Line of Credit. What kind of account should it be in new QuickBooks Online?
In QBO, Line of Credit should be setup as Other Current Liabilities type account. See screenshot photo 1 below for account setup In QBO, you can transfer funds from Line of Credit account to Bank account. From the Homepage screen Select “+” sign Select “Transfer” under Other heading See screenshot photo 2 below for transfer…
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I accidentally sent out a batch of invoices by email. How to figure out which ones got sent in new QuickBooks Online?
From the Homepage screen, go to the blue navigation bar on the left Select Transactions Select Customer Select Gear (Not the company gear located top upper corner. This one is located in the right middle corner next printer and excel icons) Select “Email” and “Status” from the dropdown selector See screenshot photos below for reference…
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Can I import Inventory with Quantity on Hand from Excel Spreadsheet in QuickBooks Online?
YES, you can import Inventory with Quantity on Hand from Excel Spreadsheet. Import from Excel spreadsheet (see attached sample spreadsheet format below) GO to the Company Gear (located in the upper right-hand corner) Select “Import Data” under the Tools heading Select “Product and Services” Click the “Choose File” button to import Follow the instructions I…
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How to change cash flow forecast beginning balance in new QuickBooks Online?
In QBO, Cash Flow Forecast beginning balance is based on accrual basis accounting method. And, it is fixed. No way to change it from accrual to cash. If you are running the Balance Sheet and Profit & Loss reports, you will need run on accrual basis as well to match with Cash Flow Forecast report?…