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  • 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.

  • Adding bank details to your invoices

    From the article: You can add banking details to your invoices by adding custom fields, headers or footers to the invoice.

  • Add or edit transactions in a register (or account history)

    From the article: You can add or edit transactions directly in some registers (or account histories).... Add a transaction In the navigation bar, click Accounting > Chart of Accounts .

  • How do I distribute Retained Earnings?

    From the article: The best way to distribute the amounts in Retained Earnings is with a journal entry.... You can access  Journal Entry  from the  + Sign at the top of the page.

  • Why do the Balance Sheet and Accounts Payable Aging not agree?

    From the article: If you have a Balance Sheet and A/P Aging report that do not agree, it might be the result of future payments against current bills.

  • Update payment information for QuickBooks Online

    From the article: You can change your subscription payment method at any time from the Account and Settings or Your Account page.

  • Intuit's policy on announcing upcoming features

    From the article: Intuit policy states that we cannot announce features before they are released.... In addition to the legal reasons why publicly traded software companies cannot disclose their potential future plans, we want to ensure that we don't disappoint our custom

  • Use Undeposited Funds to record Daily Sales

    From the article: Tip: When recording Daily sales you will typically assign them to your Undeposited Funds account.... When recording your daily transactions in QuickBooks Online, you can create a Sales Receipt template to be used at the end of each day to report from the

  • Billing Hub for Small Businesses (Australia & International)

    From the article: We have some exciting changes coming your way relating to your QuickBooks Online account!... We'll be upgrading our billing system to make those improvements you've been waiting so patiently for.

  • Troubleshooting Home Currency Adjustments

    From the article: Why do some of my home currency adjustment journal entries have 0.00 amount?... Where can I see my home currency adjustment history?

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