Tag: 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.…