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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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QuickBooks Online. Try It First, choose a plan. Try it free for 30 days.
For additional discount if available, “See more features and compare plans” link (see picture 1 below) and look for and click “Save up to –% off QuickBooks (see picture 2 below) inside deal. CLICK THIS “TRY IT FREE” BANNER TO START! How to determine which plan of QuickBooks Online is […]
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What is the difference in Quickbooks Online (QBO) and Quickbooks in the Cloud? Where is the information stored?
QuickBooks Online is Intuit’s web based accounting software application. You subscribe to it and make payments to Intuit. Login in and use the application from the internet browser like Chrome, Firefox and IE. Chrome browser works better for this application. They offer three product plans and the price vary starting from $13 to $40 per […]
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How to handle trade-in inventory accounting in QuickBooks Online Plus and Advanced?
QuickBooks Online Inventory Deep Dive The first aspect is dealing with how to provide credit for the trade-in item in the sales receipt. The easy answer is to say just add a line for the trade-in item and show the amount as negative. Well, how to set up that item in product/service? If you set […]
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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 […]