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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.

  • Troubleshooting Banking Issues

    From the article: This Article is designed to help resolve common issues found when importing Bank transactions to QuickBooks, whether you have connected your Bank account or you are simply importing the Bank Statement via File Upload.

  • Customize reports

    From the article: The customize report feature in QuickBooks Online can help build the report you want to see.... Important:  You're not able to change the fonts, colors, or other aspects of the visual appearance of reports in QuickBooks Online.

  • Personalizar relatórios

    From the article: Para personalizar um relatório: Abra um relatório e clique em Personalizar .... Altere as configurações na janela Personalizar e clique em Gerar relatório .

  • Can I upload bank transactions? Can I import more than 90 days of bank transactions?

    From the article: QuickBooks Online connects to thousands of financial institutions so you can automatically download bank transactions.

  • is there any way to adjust sales & purchases template into Quickbooks online

    From the answer: At the current time, there is limited customization for the forms.... This is a highly requested feature.

  • How do I make a payment against a bill using an owner's draw account instead of a bank account?

    From the answer: . You will enter vendor bill as commonly known in QuickBooks world as Zero $ Bill entry.... See attached screenshot photo for reference.

  • Opening Balance "You must fill out at least one split line."

    From the answer: You can see what transactions were accepted through the bank connection by going to Transactions > Banking.

  • Automatically attach files to sales form emails

    From the answer: Hi DMCounter!... We can create what's called a Recurring Transaction which will have the PDF attachment of legal documents to be signed (they will be the same document for every Invoice).

  • adding categories to expenses

    From the answer: if you mean the category listing when you create an account, you can not just pick one and change the name upper right, the categories are just a short cut to naming the account

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