Filter By
  • 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.

  • Negative deposits

    From the article: If the total deposit is negative, create a Journal Entry to move the funds from Undeposited Funds to the bank account.

  • Troubleshooting adding a purchase order to a bill

    From the article: If the amount of the bill you're creating from a purchase order is wrong or too high, it could be that you're using the Auto Recall preference and the system has brought in the amount of the last bill.

  • Add custom fields to invoices

    From the article: You can create your own custom fields on invoices, sales receipts, refund receipts and credit memos.... You can have up to 3 custom fields with a limit of 30 characters per field.

  • Inventory Cost Accounting and Cost of Goods Sold (COGS)

    From the article: Inventory tracking has specific impacts on your Balance Sheet and Profit & Loss reports.... Note: Inventory tracking is only available in QuickBooks Online Plus.

  • Track donated inventory (stock)

    From the article: If you track quantity on hand in QuickBooks Online for inventory items that you're donating or giving away, there are specific steps you can follow to record it.

  • Inventory reports

    From the article: If you use inventory tracking in QuickBooks Online you may be confused when looking at your Sales by Product/Service Detail report.

  • Understanding Home Currency Adjustments

    From the article: If you have accounts payable or accounts receivable in a foreign currency, you may need to keep track of the effect of changes in exchange rates on your foreign balances.

  • 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!

  • Separate the Profit & Loss report by the bank accounts

    From the article: QuickBooks Online doesn't have the ability to break down a Profit & Loss report by the bank account.... The reason is because Profit & Loss reports are driven by income and expense accounts not by balance sheet accounts, which a bank account falls under.

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.