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For topics mentioned in this episode, check out the following links & timestamps: Importance of Community (2:07s) Recurring transactions in QuickBooks Online (5:51s) Printing invoices within the mobile app (9:00) Troubleshoot mobile app (9:33s) Signing invoices within the mobile app (10:28) For Community resources: Check out the full blog post for more details and more feature updates here Community Chatter Episode 1: (Invoices) Community Chatter episode 2: (Online Banking & Reconciliation) Community Chatter episode 3: (June product updates) Community Chatter episode 4: (July product updates)
Are you new to using QuickBooks Online or are simply looking for tips when it comes to setting up your invoices? If so, then you’re definitely in the right place. Today we are here with Chance, a T2 Supportability specialist, who has shared his top tips on getting started with invoicing within your online account. A little bit about Chance is that he’s passionate about helping our customers get set up for success to ensure that they can get back to running their businesses quickly and efficiently. So now let’s go ahead and dive in to see what he has to say! 1. Customize your invoice template: One of the coolest things about QuickBooks Online’s invoicing platform is that it allows customers to set up their invoices to fulfill the unique needs of their specific business. Not every business owner needs to know their customers’ addresses or include a tracking number when sending out an itemized invoice. Well, the customization option makes it so they can include what
Hello Community! Today we are here to chat about the importance of streamlining your transaction management and reconciling on a monthly basis, as they are both crucial steps in the bookkeeping process. In our latest Answer Room event, hosted on the QBCares X Spaces, we went over how you can keep your bank transactions flowing smoothly into QuickBooks Online, as well as best practices for reconciling your accounts. So let’s dive in and go over what we discussed! Import Transactions in QuickBooks Online Banking Rules and Transaction Review Reconciliation Post Reconciliation Additional Resources Import Transactions in QuickBooks Online Tracking your transactions in QuickBooks Online can be done both automatically and manually. For ease of mind when it comes to ensuring that none of your transactions are overlooked, you can link your bank accounts directly to your QuickBooks feed, where they’ll all import automatically. However, when you link your accounts, some banks may lim
Hello Community! Join us for a quick chat on some ways that you can improve your own business strategy. We hope you enjoy it!
As you may already know, the QuickBooks Time Mobile App has now transitioned to the QuickBooks Workforce App. With that being said, I wanted to go over why this change is occurring and go over some FAQs so you can feel more confident. So let's take a look! For more resources on getting started with QuickBooks Workforce, feel free to check out the following resources: Getting Started with QuickBooks Workforce How to track your time with the QuickBooks Workforce App As always, please let us know if you have any other questions regarding this topic right here in the community!
Happy August! I hope you’ve all been having a great summer! Today we are back with some top questions that are frequently asked here in our community. So if you’re wanting to learn more about credit card processing fees, issuing partial refunds, setting up ACH accounts & more, then this Top 5 on Payments is just for you. Let’s dive in and take a peek at these questions! 1. Is there a way to automatically include the credit card processing fee to your invoices so that the customer gets charged? That’s a great question! To add a credit card processing fee to your invoice, you’ll first want to create a service item. From here you’ll then manually add it to your invoice. Here are the steps to follow: On the left navigational bar, go to the Sales tab. Choose Product & Service. Click on New then select Service. Enter the name of your service item. (Example CC Fee) Select the Income account you'd use to track the processing fees.
For topics mentioned in this episode, check out the following links & timestamps: Introduction to Threads(0:50s) Update #1: Customize your business overview dashboard (2:43s) Update#2: Ability to see recommended QuickBooks check matches in transactions (3:45s) Update#3: More complete employee records and photos in QuickBooks Online Payroll (4:50s) For Community resources: Check out the full blog post for more details and more feature updates here Community Chatter Episode 1: (Invoices) Community Chatter episode 2: (Online Banking & reconciliation) Community Chatter episode 3: (June product updates)
Hello Community! Are you new to QuickBooks Online and want to feel confident when it comes to Online Banking or simply want to know more? If so, then you’re in the right place! I know that when you own a business or are an accountant, your bank feed can be your lifeline! And yet, sometimes things can still go wrong- throwing your workflow for your day out of whack. But don’t worry! I’m here with my friend Jordan, a Senior Support Specialist on our National Accountants team, that will go over some helpful tips and tricks that you should know when dealing with bank feeds. Let’s dive into what Jordan has to say. Tip #1 If you're having issues, DO NOT DISCONNECT THE BANK FEED! We can see on our side through our handy dandy tools if the account need to be disconnected. It is important to note, however, that if you were to disconnect your bank account instead of seeking help from our support team, it could cause a big mess within your account! So you’re better o
Happy Wednesday and welcome to another Top 5! This time around, we will be focusing on a new topic...Account Management. Today, we will be covering some of the most asked questions regarding this topic; such as how to invite your accountant, finding your license number, deleting an account from the chart of accounts & more. So make sure to go grab a cup of coffee and keep reading if you’re interested in learning more. Let’s dive into it! 1. How do you invite your accountant? That’s a great question so let’s take a look! To invite your accountant within your QuickBooks online account you’ll need to: Sign in to your QuickBooks Online company. Click on the Settings Gear Icon > Manage Users. Go to the Accountants or Accounting Firms tab. Enter your accountant's email address and first/last name (optional). Click Invite. They will receive an email with a link for signing in to your company. They will be asked to create a user ID before signing in the fi
Hello and welcome to another Community Digest! With summer in full swing, I want to make sure you are in the know of all the top content and activity that has taken place in the month of June. I’ll also share some exciting upcoming events and webinars for you to look out for. So let’s get into it and go over the most recent top happenings here in the Community. Top Discussions This month, the Community had some great discussions. Big shoutout to all community members who engaged in discussions and asked insightful questions! It is people like you that help others get their questions & issues answered. Thank you to @ChristieAnn for providing great support and helping out a customer in this thread. Here are some of the user threads that received the most views in the month of June: How do I charge customers credit card processing fees on an invoice? Problem emailing invoices and statements through QuickBooks How do you undo a bank reconciliation? Featur
For topics mentioned in this episode, check out the following links & timestamps: Quick Help With QuickBooks Videos (1:45s) QuickBooks Blog (1:56s) Update #1: Manage users & roles from one page (2:14s) Update #2: QuickBooks Time mobile app will be relaunched as QuickBooks Workforce (4:17s) Update #3: More QuickBooks Checking notifications (5:03s) For Community resources: Check out the full blog post for more details and more feature updates here Community Chatter Episode 1: (Invoices) Community Chatter Episode 1: (Online Banking & Reconciliation)
Happy Thursday QuickBooks Community! Are you struggling to find the right report with the right customizations to fit your business needs? If so, then you’re in the right place and you’ll want to keep reading! Today I will be going over some tips and tricks when it comes to customizing your financial reports in QuickBooks Online so you can focus on the details that matter to you most. So let’s get into it! Quick Tip #1: You can apply multiple filters to customize your report You’ll notice that most of the reports listed have the same set of filters. However, it is important to note that some filters are only available on certain reports. You can also only customize certain sections in a report. These are listed below: General section: Change things like the accounting method, reporting period, and number format. Rows/Columns section: Choose which rows and columns appear on the report. Filter section: Select which customers, distribution accounts, ven
Hello! Welcome back to another Top 5. Are you wondering how to go about setting up a payment received for an insurance claim, or how to go about adding in vacation time for your employees?? If so then you’ll want to keep reading as I will be covering a few of the most asked questions on the topic of employees & payroll! So let’s get started and walk through these together! 1. How do I void a check from a closed period that has exp. and liability on it and reissue it in the current period in QuickBooks Desktop? I’m glad you asked. Let’s take a look how! To void a check from a closed / prior period in QuickBooks Desktop, you’ll want to do the following: Enter a deposit in the current period for the total amount and post it to principal & interest accounts. You’ll then want to make sure that you put in the description the Check #s that you are voiding. This will then put the amount back in the checking account.Then, when you reconcile the bank account,
For Community resources and topics mentioned in this episode, check out the following links & timestamps: QuickBooks Community Chatter: Episode 1(00:28s) Community Digest( 00:45s) Connect bank and credit card accounts to QuickBooks Online (2:58) Manually upload transactions into QuickBooks Online (5:30) Reconcile an account in QuickBooks Online (8:58) Quick Help With QuickBooks videos( 10:56)
Hi friends, welcome to this months Community Digest. This is your one-stop-shop for all the latest and greatest happenings in the QuickBooks Community! Our team has scoped through May’s content to bring you the best highlights, so you don’t miss a thing. So follow along to stay in the loop with the most recent and trending conversations, connect with fellow members, and discover exciting upcoming events here in the Community. Top Discussions We’re proud to highlight some of our top viewed member threads from this month and would like to extend a thank you to our engaged Community members who asked excellent questions. Special shout-outs to our members: @timmysgirl38 , @Trevor11_2 , and @bob_nj j who provided helpful responses to our members - We appreciate you! Check out a few helpful threads from May below. Why would my A/R Aging Summary Report not match my Balance Sheet for the same period? Setting up a new, and restoring an old company on
Welcome to QuickBooks Housekeeping Corner! We are happy to have you here. This limited series will cover important tasks, much like changing your car’s oil or winterizing your sprinkler system, that we recommend Business Owners complete on a regular basis. Let’s keep everything working like a well oiled machine! Our first topic is… updating your Company Address! Did you know most billing, resubscribe, and even subscription issues or errors can be solved by confirming your billing address and updating it within the product? Well they can! The best defense is a good offense. Below are frequent errors that are results of incorrect addresses:Please update your Company address information and try again.If the issue persists, please contact support and reference this messageUnable to process your request at this time. Please sign out and try again later. If the issue persists, please contact support and reference this message.We couldn't process your payment. Make sure y
Are you just starting out with QuickBooks Desktop and don’t know where to begin? Well, you’re in luck because I’m here with my friend Keoni, a T2/Next Level Help QuickBooks Accountant Specialist, that will walk you though some tips and tricks. But first, let’s get to know him a little bit more. Keoni is an expert in all things QuickBooks Desktop, QuickBooks Desktop Payroll, QuickBooks Online, QuickBooks Online Payroll, Payments, Data Services, AI Data Analytics, and QuickBooks Accountant. His work now revolves around supporting his frontline peers and he dedicates his time to sharing his knowledge with these experts in order to help empower them to support our customers in the best manner possible. It is people like Keoni that help continue pushing Customer Support in the right direction! Let’s take a look at his top 3 tips when it comes to getting started with QuickBooks Desktop. Tip 1: Check the specs and store the file in a good location.
We heard your feedback, and on May 3rd, we held a special Coffee & Donuts with Laurent Sellier, the head of QuickBooks Workforce Solutions, which includes online payroll and time tracking. During the session, we discussed that we had accountants from across the US and Canada who manage payroll for companies with 10+ employees. We reviewed what they like about QuickBooks Online Payroll, what they would change if they were in charge, and then had a Q&A session with Laurent. Here’s a summary of what was discussed. What you likeThere was a lot of love for QuickBooks Online Payroll, with the comments being bucketed into five main categories: It’s an ecosystemYou love that you have accounting, payroll, and time tracking all in one place, with no need to import. Lot of love for specific features, including:- Automated paying and filing of payroll taxes & forms.- That 1099 eFiling is included in the subscription price.- The Workforce employee portal where employees c
For more information on this discontinuation and migration process, please make sure to check out the following resources listed below: QuickBooks Desktop 2020 service discontinuation policy Move your QuickBooks Desktop file to QuickBooks Online For the full list of subscription features, check out the QuickBooks Online pricing page. Upgrade your QuickBooks Desktop version If you have any questions or concerns about this topic, feel free to reach out to us here in the community. We’re happy to help answer any questions.
Hey there, QuickBooks Community! We’re back with a brand new Quick Tips Tuesday. Tired of manually managing your inventory? Do you struggle with keeping track of what’s on hand and when it’s time to restock? With QuickBooks Online Plus or Advanced, you have everything you need to manage your inventory at your fingertips. Today, I’m gonna walk you through some tips and tricks for using the built-in inventory feature in QuickBooks. Reminder: This article is for QuickBooks Online Plus or Advanced subscribers. If you’re subscribed to Simple Start or Essentials, then inventory can still be manually tracked. Before we dive in, let’s make sure you’re all set up for tracking your products first. If you haven’t yet, start by turning on these settings so you can add your inventory. Go to Settings ⚙ and select Account and settings. Select the Sales tab. Select Edit ✎ in the Products and services section. Turn on Show Product/Service column on sales forms.You can also
Hey QuickBooks Community! We’re back with our April Digest, and we’ve got some exciting updates to share with you. So, grab a cup of coffee (or your favorite beverage), sit back, and follow along below to find out what’s been happening here in the Community. Top Discussions Here are some of the user threads that received the most views last month. We’d like to give a special shoutout to our members for asking some great questions and staying engaged. Below is a small list of top viewed threads from April: How to account for employee reimbursement from a company credit card charge? printing multiple reports to pdf I have a new employee starting mid-pay period. How do I adjust his first paycheck so it reflects 1/2 of his normal pay amount? Featured Content @sofiamdc-2341 and I launched the very first episode of the Community Chatter Series! We had a blast recording it and are looking forward to doing more episodes in the future. Head over to the Getting
Hello Community! Welcome back to another exciting Top 5 article. Do you have questions about categorizing credit card payments, or wondering how to go about recording a customer prepayment? If so, then you’re in luck because today we will be going over some of the most talked about questions regarding Reports & Accounting here in our Community. So let’s get to it! 1. How do I categorize a credit card payment? Great question! Let’s take a look. You can categorize credit card payments in QuickBooks Online manually using the Pay down credit card function. This is how: Click the + New button. Choose Pay down credit card. Select the credit card you made the payment to. Enter the payment amount and date of the payment. Select the bank account you paid the credit card with. If you made a payment with a cheque, select I made a payment with a check and then enter the check number. If you paid electronically, enter the EFT number. Ad
Hi, QuickBooks Community! The deadlines for filing payroll taxes are fast approaching. So I’m here today to talk to you about Form 941, the Employer’s Quarterly Federal Tax Return. If you paid wages subject to employment taxes with the IRS for each quarter by the last day of the month that follows the end of the quarter, you’ll need to file this form. Employers use Form 941 to report income taxes, Social Security tax, or Medicare tax withheld from employee's paychecks. They also use this form to pay the employer's portion of Social Security or Medicare tax. The April 30th due date is coming up, so it’s important to know what steps of the process Intuit does for you when it comes to filing. When using QuickBooks Online Payroll Core, Premium, or Elite, QuickBooks will automatically handle your payroll taxes unless you choose to disable this feature. You can verify that automatic filing is enabled or disabled by going to your account settings and choosing the Payroll settings tab,
For Community resources and topics mentioned in this episode, check out the following links & timestamps: Community Digest (2:45s) Community Webinar Page (3:30) Sending Invoices (4:30) Receiving Payments (5:56) Preventing Late Payments (6:43) Setting up Automatic Reminders (8:09) Customizing Reminders (9:38)
#1 You must file IRS Form 941 if you operate a business and have employees working for you. Don’t panic! That’s why we’re here to make sure you have all the information you need to know before any deadlines approach. As an employer, you are responsible for withholding federal income tax and other payroll taxes from each employee’s paycheck and remitting it to the IRS. Every Form 941 that you file reports the total amount of tax you withheld during the quarter. You can learn how QuickBooks goes about populating form 941 by checking out this article. #2 Generally, any person or business that pays wages to an employee must file a Form 941 each quarter, and must continue to do so even if there are no employees during some of the quarters. Did you know that the only exceptions to this filing requirement are for seasonal employers who don’t pay employee wages during one or more quarters, employers of household employees and employers of
