Save Custom Reports in QuickBooks Online – Instructions

Save Custom Reports in QuickBooks Online - Instructions: A picture of a user saving a custom report in QuickBooks Online.
Save Custom Reports in QuickBooks Online: Overview             You can save custom reports in QuickBooks Online so you won’t need to recreate them again. To save custom reports in QuickBooks Online, click the “Save Customization” button in the upper-right corner of the standard report you customized. A drop-down menu then appears. Type a custom report
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Create an Invoice in QuickBooks Online- Instructions

Create an Invoice in QuickBooks Online- Instructions: A picture of a user selecting products and services when creating an invoice in QuickBooks Online.
Create an Invoice in QuickBooks Online: Overview             To create an invoice in QuickBooks Online, click the “Create Invoice” link under the “Action” column for the customer’s row in the “Customers” page. Alternatively, click the “+ New” button in the Navigation Bar and then click the “Invoice” link under the “Customers” heading in the drop-down
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Write a Check in QuickBooks Online- Instructions

Write a Check in QuickBooks Online- Instructions: A picture of a user writing a check in QuickBooks Online.
Write a Check in QuickBooks Online: Overview            To write a check in QuickBooks Online, click the “+ New” button in the Navigation Bar. Then click the “Check” link under the “Vendors” heading in the drop-down menu to open a “Check” window. Use the “Payee” drop-down in the upper-left corner of
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Set Up Sales Tax in QuickBooks Online – Instructions

Set Up Sales Tax in QuickBooks Online - Instructions: A picture of a user setting up sales tax agencies in QuickBooks Online.
Set Up Sales Tax in QuickBooks Online: Overview            To set up sales tax in QuickBooks Online, click the “Taxes” link in the Navigation Bar. Then click the “Sales Tax” tab in the page that opens to the right. Alternatively, hover over the “Taxes” link in the Navigation Bar and then
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Create a Vendor Credit in QuickBooks Online- Instructions

Create a Vendor Credit in QuickBooks Online- Instructions: A picture of the “Vendor Credit” window in QuickBooks Online.
Create a Vendor Credit in QuickBooks Online: Overview             You can create a vendor credit in QuickBooks Online to return an item to a vendor or enter a credit for overpaying an earlier bill. To create a vendor credit in QuickBooks Online, click the “+ New” button in the Navigation
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Create a Purchase Order in QuickBooks Online – Instructions

Create a Purchase Order in QuickBooks Online - Instructions: A picture of the “Item details” section at the bottom of the “Purchase Order” form in QuickBooks Online.
Create a Purchase Order in QuickBooks Online: Overview           To create a purchase order in QuickBooks Online, click the “+ New” button in the Navigation Bar. Then click the “Purchase order” link under the “Vendors” heading in the drop-down menu to open the “Purchase Order” window. To choose a vendor, select
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Sort Lists in QuickBooks Online Plus- Instructions

Sort Lists in QuickBooks Online Plus- Instructions: A picture of a user sorting the “Vendors” list in QuickBooks Online Plus.
Sort Lists in QuickBooks Online Plus: Overview             You can easily sort lists in QuickBooks Online Plus. You can sort lists in either ascending or descending order by column values. To sort lists in QuickBooks Online Plus, click a column heading label in the list. However, not all column headings in lists are clickable.            
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