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  • Account Summary on an invoice

    The Account Summary provides a snapshot of balance information for each customer that can be added to...

  • Configure Accounts and Setting

    The Accounts and Settings feature helps you customize QuickBooks to help you manage your business smoothly....

  • Order 1099 and 1096 forms

    How can I get a sample 1099 form? To download a sample copy of a 1099-MISC. form, click here:...

  • Create a payroll liability check

    The Online Payroll system does not create the check to pay non-tax liabilities such as Health Insurance...

  • Why aren't classes reporting for certain transactions on my report?

    Every transaction (with the exception of journal entries) is separated into a header and a detail portion....

  • Link your merchant account

    Learn how to link your Merchant Service account to your QuickBooks Online company. Sending e-invoices and...

  • Invite or remove an accountant

    Learn how to add or remove your accountant as a user in QuickBooks Online. Your accountant can be your best...

  • Record a bounced check in QuickBooks Online

    When a bounced check is issued, the goal is to record the transaction in QuickBooks Online exactly how the...

  • Add a customer's phone number in the sales transaction

    The phone number field in the customer center does not flow into the sales transactions (estimates/quotes,...

  • Does my state need Form 1099-MISC to be filed?

    In this article you will learn about what states don't need Form 1099-MISC to be filed and how to print and...

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