QBO TOP 40 COUNTDOWN (to #QBConnect) Using QuickBooks Online Drawers

QBO TOP 40 COUNTDOWN (to #QBConnect) Using QuickBooks Online Drawers

Using QuickBooks Online Drawers. Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!

Using QuickBooks Online Drawers

When you have estimates, billable time, expenses or delayed charges assigned to a customer in QuickBooks Online, you’ll be prompted to add those to an invoice when you choose that customer name:

On the vendor side, if you have purchase orders or open bills, vendor credits, the drawer will open as well, so that you may add them:

Previous: Converting from QuickBooks for Mac to QuickBooks Online

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QBO TOP 40 COUNTDOWN (to #QBConnect) Converting from QuickBooks for Mac to QuickBooks Online

QBO TOP 40 COUNTDOWN (to #QBConnect) Converting from QuickBooks for Mac to QuickBooks Online

Converting from QuickBooks for Mac to QuickBooks Online. Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!

Converting from QuickBooks for Mac to QuickBooks Online

No audio in this video; it’s just a short tutorial on how to convert your QuickBooks for Mac 2016 file to QuickBooks Online:

Previous: QuickBooks Online Multi-currency

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QBO TOP 40 COUNTDOWN (to #QBConnect) QuickBooks Online Multi-currency

QBO TOP 40 COUNTDOWN (to #QBConnect) QuickBooks Online Multi-currency

 QuickBooks Online Multi-currency. Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!

QuickBooks Online Multi-currency

Woody did a great video on Multi-currency:

 

Previous: Converting from QuickBooks Enterprise Solutions to QuickBooks Online

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QBO TOP 40 COUNTDOWN (to #QBConnect) Converting from QuickBooks Enterprise Solutions to QuickBooks Online

QBO TOP 40 COUNTDOWN (to #QBConnect) Converting from QuickBooks Enterprise Solutions to QuickBooks Online

Converting from QuickBooks Enterprise Solutions to QuickBooks Online. Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!

Converting from QuickBooks Enterprise Solutions to QuickBooks Online

Woody has a video that details how to convert from QuickBooks Enterprise solutions to QuickBooks Online.

Open the QBES file, then click the F2 button to bring up the Product Information page, then click CTRL B + CTRL Q. Then just close the Product Information page and follow the conversion wizard.

 

Previous: Zero dollar transactions In QuickBooks Online

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QBO TOP 40 COUNTDOWN (to #QBConnect) Zero dollar transactions In QuickBooks Online

QBO TOP 40 COUNTDOWN (to #QBConnect) Zero dollar transactions In QuickBooks Online

Zero dollar transactions In QuickBooks Online. Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!

Zero dollar transactions In QuickBooks Online

Since we can’t attached statements to accounts, or documents to Sales Tax or Payroll Tax payments in QBO, I had to come up with other ways to do it.

Here’s the article about the statements: http://stacyk.net/attach-bank-and-credit-card-statements-in-quickbooks-online/

Here’s the article about the tax payments: http://stacyk.net/use-0-transactions-to-upload-salespayroll-tax-confirmations-in-quickbooks-online/

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Previous: QuickBooks Online Budget vs actual = estimate vs actual

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QBO TOP 40 COUNTDOWN (to #QBConnect) QuickBooks Online Budget vs actual = estimate vs actual

QBO TOP 40 COUNTDOWN (to #QBConnect) QuickBooks Online Budget vs actual = estimate vs actual

QuickBooks Online Budget vs actual = estimate vs actual. Woody Adams and I have teamed up to bring you the QBO TOP 40 COUNTDOWN (to #QBConnect)

We’ve compiled a list of 40 features, tips and tricks that will help you work better, faster smarter. Keep in mind, there’s no particular order here we both just added to the list until we hit 40!

Budget vs actual = estimate vs actual

Because QBO doesn’t have an estimates vs actual report, we use budgets within QBO. QBO allows for more than one budget per fiscal year, so each customer and/or sub customer in QBO can have a separate budget. Or even more than one! We use the budget feature in QBO to enter the estimatedcosts and revenue.

For more info: https://stacyk.site/JobCosting201708

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Previous: Expense vs Check

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