• Conversion check list for converting your files into QuickBooks Online

    From the article: Preliminaries - Prior to Conversion submission There are a few tasks you should perform to ensure your legacy file is in as ‘clean’ a state as possible prior to converting it to QuickBooks Online.

  • How to Import Invoice Template Styles from Word

    From the article: You can now import your favorite invoice template directly into QuickBooks Online!... Importing styles brings enhanced flexibility to highlight your brand.

  • Run reports

    From the article: You can use reports in QuickBooks Online to get a snapshot of various aspects of your business.... Set up your general report preferences Select the  Gear icon at the top, then  Company Settings.

  • Adding a logo to sales invoice

    From the article: Before you upload your logo, you should ensure it meets the logo requirements to avoid display issues.

  • How do I enter time and expenses by job?

    From the article: QuickBooks now offers a feature called Projects to track your job costs or projects profitability for customers based in the United States, United Kingdom, Canada and Australia.

  • Banking Error 185

    From the article: Error 185 Error 185 generally means that your financial institution is requiring more information than we can store.

  • How do I change the account my product and service item is associated with?

    From the article: To change which account a Product/Service  item is associated with on the Chart of Accounts : Click the Gear icon > Products and Services.

  • How do I enter a beginning balance for an account after it has been set up?

    From the article: You can input the opening balance for any account with a journal entry.... When QuickBooks Online (QBO) asks you for the opening balance, it creates a journal entry.

  • Adjusting inventory quantity on hand

    From the article: Sometimes you may need to adjust Inventory quantities without recording a sale or purchase transaction.

  • Introduction to categories in Products and Services

    From the article: What is a category?... A category is a means of classifying products and services you sell to customers.... Categorizing what you sell can help you better understand sales volume and who’s buying what.

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.