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How can I search for transactions in new QuickBooks Online?
From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search” You can search/find the following transactions: Bill Payments Billable Expense Charges Bills Charges Checks Credit Card Credits Credit Memos Credits Estimates Expenses Invoices Journal Entries Payments from Customers Purchase Orders Refunds Sales Receipts Sales […]
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Invoice
Create an invoice if you bill your Customer (if need to change Customer level to Donors or something different. See below for instructions) after the sale is made and expect to be paid later like Net 15 or Net 30. Entering an Invoice will create Accounts Receivable (A/R) account as debit which will show up […]
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How do add more than 5 users to my Quickbooks Online Plus account
How do add more than 5 users to my Quickbooks Online Plus account? What are the additional costs per extra user? Interesting, I have not found any published rates by Intuit. For sure, you can’t buy additional users in QuickBooks Online. You will need to call QuickBooks Sales Team to buy additional users or send […]
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QuickBooks Online Progress Invoicing
QuickBooks Online is introducing Progress Invoicing which is still in “beta test” mode as of writing this blog article in February 2018. That means there could still be significant changes until they wrap up the beta test. Progress Invoicing feature allows you to invoicing a client incrementally for the percentage (or fixed dollar amount) that […]
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How to handle customer retainage retention in QBO
How to handle customer retainage retention in QuickBooks Online? Example: A customer we do work for keeps 20% of our invoiced amount until we reach a certain amount. That money is ours. They just hold it back in an account for us in case something goes wrong on a job that is our fault. How […]
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Enter a weekly timesheet
Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Weekly Timesheet You will need a Plus plan for this activity. Enter a weekly timesheet Choose a name from the list. An employee or a Vendor name for Independent Contractor. […]
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Enter a single time activity
Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Single Time Activity. Note: You will need a PLUS plan to enter this activity. Enter a single time activity Choose a name from the list. An employee or a Vendor […]
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Create Employees
Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees From here, you can create: Run Payroll and add employee by selecting Payroll under Employees. Enter a single time activity by selecting Single Time Activity under Employees. Need a plus plan […]