Can I make a copy of a budget in new QuickBooks Online?

You can “copy from an existing budget” to create new budget. From the company gear (upper right hand corner) > Tools > Budgeting > select “New Budget” blue button (top right) It will take to mini-interview screens. Page 2 of 4 mini-screen page will give you selection to choose “copy from and existing budget” drop-down […]

How do I change the accounting method for my company in new QuickBooks Online?

Accounting methods Cash basis and accrual basis are accounting methods that determine when and how you report income and expenses for tax purposes. The IRS wants you to use the same method each year when reporting income or loss. You should talk to your accountant about which is most appropriate for your business. What is […]

How can I undo the previous bank reconciliations in new QuickBooks Online?

QuickBooks Online doesn’t have an Undo Last Reconciliation feature. To unreconcile a reconciliation you’ll need to unreconcile each transaction via the register. To access and print a previous reconciliation report: From the gear icon go to Reconcile. Choose the account from the drop-down list. Click on the desired reconciliation report. Once the report is open, […]

How many reports are currently available in new QuickBooks Online? How to check reports?

From the home page screen Go to blue navigation bar on the left Select Reports Select “Go to report” (spyglass) These are standard reports currently available in new QuickBooks Online Plus? A/P AGING DETAIL A/P AGING SUMMARY A/R AGING DETAIL A/R AGING SUMMARY ACCOUNT LISTING Audit Log BALANCE SHEET BALANCE SHEET SUMMARY BILL PAYMENT LIST […]