Smarter Numbers, Brighter Future.
Revolutionizing Accounting and Finance with AI.

Why does the “Due on Receipt” term set a due date other than the Invoice date?

If you have an invoice with the Terms field populated with “Due on receipt,” the Due Date field should automatically update to the same date as the Invoice Date field. You should see like this for example: Invoice Date = July 1, 2015; Due Date = July 1, 2015 If for example see like this:…

July 22, 2015
California Payroll Tax Compliance

Navigating California Payroll Tax Compliance Staying compliant with California’s complex payroll tax regulations is crucial for businesses of all sizes. From withholding the right amounts to filing returns on time, understanding the state’s requirements is essential for avoiding penalties and maintaining a healthy financial footing. Overview of Payroll Taxes in California California Payroll Taxes As…

July 22, 2015
How do I access the “Demo Company” so that I can practice using QuickBooks without making errors in my own account

Test Drive QuickBooks Online Are you learning QuickBooks? Do you want to be able to practice in QuickBooks without making too many errors in your own nice new shiny account? Come and kick the tires on this latest version of the QuickBooks test-drive! Sign up QuickBooks USA for a 30-day FREE Trial [wpedon id=”7748″ align=”center”]…

July 20, 2015
Build a website with content. People will come. #QBFirmOfTheFuture

First, thank you to all 180 countries for visiting our website newqbo.com! We have been building a website that has a ton of quality content. Here, you learn QuickBooks! And, share your knowledge! It is great to know you are sharing your QBO knowledge with your friends and colleagues. Many people have also told us…

July 15, 2015
#QuickBooks #QBO What is the maximum digits you can use for a check number

A check number can be of up to 21 digits. To sign up QuickBooks for a free trial from US Canada UK and Australia, bookmark this URL link > www.newqbo.com/sign/ #QuickBooks Online

July 14, 2015
#QuickBooks #QBO – How to assign employees to classes

First, you need a PLUS plan to have class tracking features. To turn on the class tracking: From the home page screen At the right upper corner, click the company gear icon. Select Company Settings under Settings. Under Company, click anywhere on Categories. Select Track classes. Select Warn me when a transaction isn’t assigned a…

July 11, 2015
#QuickBooks – How do I start with a blank chart of accounts in QBO?

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 from scratch. If your account has been setup for more than 60 days you will need to cancel your current company and start a new company…

July 6, 2015
#QuickBooks – How do you print bank register in QBO

This feature is available although it is still on QuickBooks Labs stage right now. It is a part of the “New Registers” feature at the labs. To go to “QuickBooks Labs” and turn this feature on: From the home page screen Click Company Gear (upper right corner) Click “QuickBooks Labs” under Settings Turn on “New…

July 6, 2015
#QuickBooks Online Vendors – How do I enter and print reference information on voucher checks?

In QuickBooks Online, there is no feature set up to print reference numbers (or vendor bill numbers) on voucher checks. The reference number comes directly from entered bill number field. Here is a sample of the Voucher Check printout: Click on the screenshot below to enlarge it Reference column = entered vendor invoice number…

July 6, 2015
QuickBooks Multicurrency in QuickBooks Online US

With QuickBooks Online (QBO) multi-currency, you can track transactions in more than one currency. Multicurrency affects many accounts and balances in company file and the preference can’t be turned off once it’s been turned on. Important: Since you cannot really back up company file (with all the features and the settings) in QBO at this…

June 29, 2015
How can i import QuickBooks Online into a new QuickBooks desktop version I bought using Google Chrome, NOT Internet Explorer

You must use Internet Explorer to move your company data from QuickBooks Online to QuickBooks Desktop edition. To export data: From the home page screen > company gear (upper right corner) > tools > export data Click on the screenshot below to enlarge it The export to desktop provides you with a local copy file…

June 29, 2015
QuickBooks – How do I edit the footer message which appears in all my Invoices

To edit the invoice footer message: From the home page screen Click in the company gear at the upper right Go the settings Click custom form styles Find the Standard template under Name and click Edit under Action Select Footer See “Message to customer”. This is where you can edit the message details from the…

June 28, 2015