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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 a customized report. A drop-down menu then appears. Type a custom report name into the

Print Lists in QuickBooks Online Plus: Overview             You can easily and quickly print lists in QuickBooks Online Plus. At the top of each list is a “Print list” button that looks like a printer. Clicking this button opens a new page or tab and shows the list in a printer-friendly format. It also automatically

The Audit Log in QuickBooks Online Plus: Overview             The Audit Log in QuickBooks Online Plus lets you view all the changes made in your company file. It also shows who made them. It shows the 200 most current entries or changes made to your company data, by default. You can also easily see older

Write a Check in QuickBooks Online: Overview             To write a check in QuickBooks Online Plus, click the “Create” button and then click the “Check” link under the “Vendors” heading in the drop-down menu to open a “Check” window. Use the “Choose a payee” drop-down in the upper-left corner of this window to select the

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.            

Create an Invoice in QuickBooks Online Plus: Overview Create an Invoice in QuickBooks Online Plus: Creating the Invoice             You can create an invoice in QuickBooks Online Plus easily. One way to create an invoice in QuickBooks Online Plus is to select the customer in the “Customers” page. Then click the “Create Invoice” link under

Create a Budget in QuickBooks Online: Overview             You can create a budget in QuickBooks Online to estimate future income and expenses. QuickBooks Online Plus lets you create “Profit & Loss” budgets for fiscal years for income and expense accounts. However, you cannot create “Balance Sheet” budgets in QuickBooks Online Plus, like you can in

Create a Purchase Order in QuickBooks Online: Overview             You can create a purchase order in QuickBooks Online to ensure you purchase the correct items from your vendor(s). To create a purchase order in QuickBooks Online, click the “Create” icon and select “Purchase Order” under the “Vendors” heading. This will open the “Purchase Order” menu.

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