Tag: QBO
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How does “Inventory in and out” work in QuickBooks Online Plus?
This article will guide you on how to handle inventory step by step. First, let’s start with understanding what “Inventory in and out” means in QBO. It means you will be adding (in) purchased inventories to Inventory Assets account that is current assets type to the chart of accounts and you will be subtracting (out)…
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How to import a QuickBooks desktop backup company file to QuickBooks Online?
It’s not possible to import a QuickBooks desktop backup file directly into QuickBooks Online. If you only have a backup and don’t have QuickBooks desktop installed on your computer, you will first need to install a trial version of QuickBooks on your computer. Follow the steps below: Download and install a QuickBooks Trial: Windows Desktop…
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Is there a way to check the status of emailed Invoices “sent” and “viewed” by customers?
Yes. To see which invoices were sent and viewed by clients: From the home page screen Left blue navigation bar Click Transactions Select Sales Click Filter Under Type select Invoices Click Apply Under the column Status* (between total and action), invoices that have been sent electronically are labeled Sent. – (Open Sent) labeled for recent…
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How to turn off the “Terms” so it won’t show on an Invoice at all?
Removing the “terms” completely from your invoice is a part of “Custom Form Styles” under Settings. You will need to disable the “Terms” setting just once. Here’s how to do it: Click on your Company Gear in the top right corner Click Custom Form Styles under the Settings tab Select form name you would…
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Recording Daily Sales – Restaurants, Retail Stores, POS Cash Register, Sales Template
In QBO Essentials and, you can create a Recurring Sales Transaction to be used at the end of each day to record your daily sales transactions. This YouTube video will show step-by-step instructions on how to record daily sales in QBO. We highly encourage you to watch the entire video. You do not want to…
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QuickBooks Online Version vs QuickBooks Desktop Version differences (QBO vs QBDT)
This summarizes the differences between QuickBooks Online and QuickBooks desktop versions (Pro, Premier, Enterprise Solutions) QuickBooks Online Edition offers anytime, anywhere access to QuickBooks for up to 25 simultaneous users, while QuickBooks desktop version offers Webex Remote Access as a solution for accessing QuickBooks from a remote location, but does not allow simultaneous access for multiple remote users.…
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How do you change date range on QBO QuickBooks Online home page so that the graphics permanently represent YTD or MTD?
There is no way to edit date range to make graphics permanently represent YTD or MTD. #QuickBooks Online
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How do I stop any recurring invoices in QBO?
To stop a recurring transaction from recurring, you will either need to delete the recurring transaction, or edit the schedule so that it will not be regenerated. Here’s how to do it: First, click the gear in the upper right of your Home screen. Choose Recurring Transactions from the menu. Click the recurring transaction to select it. If you’d like to…
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I accidentally created an Invoice rather than an Estimate. How to change it to an Estimate?
There’s no way to convert that Invoice to an Estimate. QuickBooks Online doesn’t have a mechanism in place to create Estimates out of Invoices. You’ll have to manually create the Estimate and delete the Invoice. #QuickBooks Online
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Where do I change the view to see inactive vendors and inactive customers?
From the blue navigation bar on the left Go to Customer center (or Vendor center) Go to “Settings” gear (located far right next to export to excel and print icons) Select to include inactive checkbox from the dropdown list (see screenshot photo for reference) If there is need to run inactive (or deleted) list/report Go…
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How to add multiple companies in QBO like in QB desktop version?
Unlike QuickBooks desktop version (where you can create as many multiple company files as you want), QuickBooks Online is per one company file subscription. You can only have one business or company file in one paid subscription account. You can add multiple companies with additional PAID subscriptions under your same login account. #QuickBooks Online
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How to create a purchase order, receive inventory, enter bill and pay bill to vendor?
To create Purchase Order: GO to “+” sign (top middle) Select Purchase Order Create Purchase Order To receive inventory and enter bill: GO to “+” sign (top middle) Select “Bill” under Vendors heading Select “Vendor” from the list (top left) On right side “Purchase Order” add to link pop-up Click “Add” link It will automatically…
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How to edit Customer Information form?
From the homepage screen, go to blue navigation bar on the left Select Customer (that’s CUSTOMER CENTER) Locate Customer to edit Double click Customer Notice Edit (next to company name top right corner) Click on the screenshot below to enlarge it #QuickBooks Online
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How to create my own invoice number?
GO to the Company Gear (upper right hand corner) Select “Company Setting” under Settings Select “Sales” under Settings (or “Sales Form Entry” under Preferences) Check-box “Custom transaction number” (see attached screenshot below for reference) SAVE GO back to create new Invoice Click “+” plus sign Select “Invoice” under Customers Enter new “Invoice no.” (located at top…
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Can I undelete account that was deleted from the Chart of Accounts?
Yes, you can undelete a deleted account in QBO. From home page screen, select Company Gear (top upper corner) Select Chart of Accounts under Settings Select “Include inactive” (located next to Filter by Name) The page will refresh automatically. Locate the account you want to undelete from the list (it will indicate as deleted account)…
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QuickBooks Online – How to enter various expenses in QBO?
The tutorial video below explains how different expense transactions are entered in QuickBooks Online. It is a step-by-step process of learning how to enter expenses in QBO. This is probably the best in-depth video that covers vendor expenses in QuickBooks Online. I highly recommend you to watch it. Let me summarize the content of…
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QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit
This QBO tutorial video is a step-by-step guide to complete invoicing process (Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit). It covers how to handle all forms of payments like check, credit card, debit card, PayPal and Amazon payments. It explains how to record merchant service fees as well as PayPal and Amazon fees.…