How do I search for my Invoices by the Customer PO number in new QuickBooks Online?
From the home page screen Select “Search Transactions” icon (magnifying glass, top middle screen) Select “Advanced Search” Search = Invoices Change “Customers” default to “Custom Field” assigned for Customer PO Number (It could be Field 1 or Field 2 or Field 3) Select “Search” button How do I search for my Invoices by the Customer […]
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 […]
How can I search for transactions in new QuickBooks Online?
From the home page screen, click on the magnifying glass at the top middle of the page and choose “advanced search” You can search/find the following transactions: Bill Payments Billable Expense Charges Bills Charges Checks Credit Card Credits Credit Memos Credits Estimates Expenses Invoices Journal Entries Payments from Customers Purchase Orders Refunds Sales Receipts Sales […]