Category Archives : QBO Tutorials


QuickBooks Online: Customize Invoices

Navigate to the Company Settings Menu From the home screen, click on the Gear Menu. Beneath the column heading “Settings,” select the Custom Form Styles tab.   Edit an existing Form Style On the Custom Form Styles page, you can edit an existing form or create an all new one from scratch. Let’s edit the […]


QuickBooks Online: Reports for Tracking Sales and Income

  Navigate to the Review Sales Menu Go to the Reports tab on the left navigation bar.   Choose All Reports and from the All Reports group, choose the Review Sales option.   Sales by Custom Detail Inside the Review Sales menu, click Sales by Custom Detail to open the report window.   Sort Your […]


QuickBooks Online: Create a Refund Receipt

  Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt.   Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu.   Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to […]


Recording a Credit Memo in QuickBooks Online

  Open a New Credit Memo From the + menu, select Credit Memo to create a new credit memo.   Choose a Customer In the credit memo window, choose the customer you’re giving credit to by selecting a customer name from the drop-down menu.   Select a Product or Service Beneath the column header labeled […]


Recording Customer Refunds in QuickBooks

  Open a Refund Receipt From the + menu, select Refund Receipt to open a new refund receipt. Choose a Customer In the refund receipt window, choose a customer from the drop-down suggestions menu. Select a Payment Method Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify how […]


Sending Invoices To Customers Using The QuickBooks Online Mobile App

Start a new invoice. From the Company Activity screen, tap Menu. Then tap Invoices (+) > New Invoice.   Select the customer from your customer list. Tap Select a Customer. If this is a new customer, tap the plus at the bottom of the screen.   Enter what you sold to them, and save the […]


Create Estimates in QBO

  Navigate to the Estimates From the home screen, click on the + Menu and beneath the column heading “Customers” select Estimate. Enter Estimate Details Enter the prospective customer’s name into the Choose a customer box. Either choose a customer name from the list of drop-down menu options available, or if this isn’t a customer […]


QuickBooks Online: Pay Bills

Don’t have QuickBooks?   Step-by-step instructions 1. Navigate to Pay Bills Menu From the home screen, click on the + menu and beneath the “Vendors” column select the Pay Bills tab.   2.Select Payment Account In the upper left-hand side of the Pay Bills screen, you’ll see a dropdown menu labeled Payment Account. Click on […]


QuickBooks Online: Add Recurring Transactions

Don’t have QuickBooks?   Add Recurring Transactions Navigate to the Check Menu From the home screen, click on the + Menu and select Check. Fill Out Check Fill out the check exactly the way you want QuickBooks to do it each month. Make sure the words “To Print” appear in the Check No. field on […]


QuickBooks Online: Starting with QuickBooks Payroll

Ready to pay your employees using QuickBooks? Get started by setting up your employees and running your first payroll. Here’s how:   Don’t have QuickBooks?   Step-by-step instructions 1. Navigate to the Employees Menu From the Home Screen, click on the Employees tab in the sidebar menu.   2. Navigate to the Payroll Module On […]