Tag: Quickbooks
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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…
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#QuickBooks: Can I keep a simple inventory of all shop equipment
Question: Can I keep a simple inventory of all shop equipment in QuickBooks Online? I need to list all shop equipment we have here in the shop. I just need the item and quantity. We do not sell these items so there are no prices involved, its just the equipment we use in the day…
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#QuickBooks Online #QBO – How to handle zero balances in accounts receivable aging
You have two ways to handle this issue in QBO: Manual Setting Automatic Setting (auto-mode) You will need to select the one which is right for your business situation. When you create a new company file in QBO, normally this auto-mode is already ON as a default setting. Manual method is commonly used when you…
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QBO: How do I make employee payroll reimbursement for expenses they incurred on behalf of the company
To set up a single reimbursement pay type for an employee: Click on the Employees tab Click the name of the employee Click on the pencil icon beside Pay Click Additional pay types Click the arrow Even more ways to pay Check the box for Reimbursement Click Done This is useful if you separately track…
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How do you mark a bill as paid if paid by your parent company (not by your bank account or credit card)
First, you need to get some guidance from the parent company if they go through inter-company elimination process to prepare consolidated balance sheet report. In QBO create Intercompany Accounts Payable Account (not main Accounts Payable A/P) > you can select “Credit Card” Type > it will show as Credit Card group on the Balance Sheet.…
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#QuickBooks #QBO How do I get separate payments from different customers to show up as one deposit as it does when I deposit it in the bank?
On Receive Payment screen (create + sign > customers > receive payment) > select deposit to: undeposited funds > choose invoice and payment amount > save Next step > On Bank Deposit screen (create + sign > other > bank deposit) > select customer payments > match total payment to bank deposit > save If…
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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…