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  • Is there a way to export or print a list of inactive accounts in a COA in QBO?

    From the answer: Go to Reports - Standard, scroll down to "For my accountant", click on Account List.... Scroll up to click on "Customize" - click on Filter - choose "Deleted"

  • Bookkeeping for Solicitors

    From the answer: Have you had a look at Projects or tracking by Class/Location?... Im not an expert on these byt this is where I would look first.

  • Credit Card Reconcilliation

    From the answer: Hi   ,   This is a mess indeed.... If I understand, you have your credit card set up in the system.... Now you just need certain charges paid by Account A, another portion by Account B and the remaining by Account C (Personal).

  • Refund from supplier against inventory asset

    From the answer: Welcome to the QuickBooks family !... Thank you for posting in the Community.... I’d be more than glad to help you record a refund from your supplier in QuickBooks Online.

  • Save a refund without processing through Quickbooks

    From the answer: Hello there, Triple E Tire .... You can create a refund receipt and I'd be glad to guide you how.... Click the Plus (+) icon.

  • Multiple projects on one Invoice

    From the answer: Glad to have you here in the Community, .... The Projects feature in the program is intended to only one customer that has multiple services.

  • Printing Reconciliation Reports to PDF issues in Quickbooks Online Windows App.

    From the answer: Hello there,  ["brucec"] , Let me help fix the issue so you can print your reconciliation report.... To isolate this, you need to print another PDF document outside the QBO app.

  • Cannot undo Reconcile

    From the answer: 1.... A disturbing trend of bad advice has been happening as of late that instructs QBO users to go directly to the account register and manually change the status of transactions to "R" for reconciled, which means that an actual "Reconciliation" is not

  • Accountant Access - can't customize reports

    One of my clients has given me accountants access for QB online. While I am able to access everything I...

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