• 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 do I submit feedback?

    From the article: Have a product suggestion?... Do you want to provide feedback to make the program better?... You've come to the right place!

  • Open multiple windows

    From the article: Using browser tabs, you can open multiple screens in QuickBooks Online at the same time and switch between them with a single click.

  • How do I set up owners or partners?

    From the article: Create each owner or partner as a Vendor/Supplier: Go to your Dashboard .... Choose Expenses at the left > Vendors/Suppliers at the top.

  • I click a button or link, but pop-up window doesn't appear and nothing else happens

    From the article: If you click a button or link and nothing happens, that normally means our pop-up windows are being blocked.

  • Can I archive or make a list item inactive? Can I restore a deleted or inactive item?

    From the article: When you make any list item inactive or delete it in QuickBooks Online, the list item no longer appears, by default, in that particular list.

  • Create templates for recurring transactions

    From the article: You can save time by creating a recurring template for transactions such as invoices, bills or check/cheques.

  • Can I change the default Accounts Receivable or Accounts Payable account?

    From the article: QuickBooks Online isn't designed to work with multiple Accounts Receivable (A/R) and Accounts Payable (A/P) accounts.

  • Monthly expenses by vendor or supplier report

    From the article: Want to see how much you're paying each vendor/supplier on a monthly basis?... Choose Reports > All Reports .

  • Troubleshoot printing issues in Safari

    From the article: This article will help you resolve printing issues for QuickBooks Online when using Safari in Mac OS X. Please note that these troubleshooting steps are applicable for Safari 6 or later.

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