Filter By
  • Default customer message in preferences not the message showing on some sales forms

    From the article: Typically changing the default message in preference for all Sales Forms will also flow through onto corresponding recurring templates.

  • Differences when using QuickBooks Online with Firefox vs. Internet Explorer.

    From the article: Differences when using QuickBooks Online with Firefox vs. Internet Explorer Keyboard shortcut differences:   Action  IE  Firefox New Window CTRL + N Currently not supported in Firefox.

  • Why is the Audit Log not showing that users sign out?

    From the article: In order for the Audit Log to record a "sign out," make sure to go to your company name at the top of the QBO screen and select  Sign Out from the drop-down arrow.

  • How do I handle gift cards and certificates?

    From the article: When you accept payment for a gift certificate, you accept the liability to redeem the gift certificate some time in the future.

  • How do I find recent or previous transactions?

    From the article: To find a recent or previous transaction that was saved, you can click on the Clock Icon found at the top of QuickBooks Online to the right of to the Plus Sign (+) .

  • Setting up and working with location tracking

    From the article: You can use locations to categorize data from different locations, offices, regions, or outlets of the same company.

  • Default bank account

    From the article: Currently, QuickBooks Online (QBO) does not have a Company Setting to set a default bank account for writing checks/cheques.

  • How do I get removed from the Mass Marketing Email list for QuickBooks Online?

    From the article: If you are getting emails from our Mass Marketing campaign and don't want to get them any longer, follow the steps below.

  • Targets vs. Sources overview

    From the article: QuickBooks uses a concept called Source and targets to build transactions and reports.... Understanding this concept will help you create more effective reports and faster advanced finds.

  • Start your computer in Safe Mode

    From the article: To start your computer on Safe Mode follow the steps according to your version of Windows: Windows 98/Me Windows 2000 Windows XP Windows as part of a multiboot system Windows Vista ---------------------------------------------------------------------

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.