Richard McBride

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      Richard McBride commented  · 

      Just a quick FYi & Work-around

      When mass editing Cuppliers/Vendors or Clients/Customers in QBO QuickBooks Online I do these few steps.

      Download existing lists, mark items needing updating and delete all existing data except Name and New or updated information.

      Now using excel Append every customers name with a "1" or such.

      Upload this new list and you wont get errors re duplicates.

      Lastly and most important. Go through the QBO lists and combine-merge the records you're mass editing, just removing the 1 from the name will prompt QBO to ask if you want to merge the records....so yes, yes you do thanks very much.

      I admit that there's a fair bit of "manual effort" in this last past but nonetheless it's still more efficient than the alternative. Especially conidering the 2 main benefits:
      1. you get to edit en mass in Excel or any spreadsheet which is WAY faster than QBO form filling
      2. you can pay someone to perform the merging functions after your done, All he "hard work" is done by now so it's a fairly easily out-sourced task to anyone in the office so be sure and do so if you feel your time is more valuable which it likely is.

    • 322 votes
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        Richard McBride commented  · 

        It's there already Folks. Just INCREDIBLY difficult to find. not very INTUITive basically.

        Go To Reports > Sales&Customers > Customer Contact List.

        Run and Customise this reports columns and you'll notice "Customer Type" is clearly shown....very odd? I'm sure all yours are blank as there's no way to add this in QBO edit customers directly.

        Work-Around. Upload a Customer List and you'll see you can import "Customer Type" :)

        Welcome to Quickbooks Online where work-arounds are often more useful than built-in features

      • 5,420 votes
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          Welcome to QuickBooks Projects! Projects help you organize all the pieces that make up a project, including transactions, time, and running reports so you always know how your project’s doing. This feature is currently only for QuickBooks Online Plus in Canada, UK, United States and Australia.

          Please see this article for more information about projects:
          https://community.intuit.com/articles/1549960

          This is just the beginning for Projects, and we’d love your feedback. You’ll see a feedback button in your project. Tell us how it’s going and what we can do to make Projects better.

          Richard McBride commented  · 

          Please note this ties to Suggestion
          http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/6354909-job-costing-and-job-project-tracking

          which is currently under review.
          Please don't omit this crucial part of Job Costing, Labor Cost.
          All Billable/Billed time in QBO could be easily used to apportion existing & related Payroll Costs.

          Richard McBride supported this idea  · 
          Richard McBride commented  · 

          See Also http://feedback.qbo.intuit.com/forums/168199-quickbooks-online-feature-requests/suggestions/9721524-payroll-employee-labor-job-costing

          Include Payroll Costs by Job/Customer in reports. All Billable/Billed TIme could be easily incorporated into existing P&L by Customer which effectivly acts as Job Costing in QBO right now

          Richard McBride commented  · 

          include payroll in cost reports by Job/Customer

        • 8 votes
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          • 55 votes
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              5 comments  ·  QuickBooks Online Feature Requests » Audit Log  ·  Flag idea as inappropriate…  ·  Admin →
              Richard McBride commented  · 

              Needs Addressing !

            • 9 votes
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                Richard McBride supported this idea  · 
                Richard McBride commented  · 

                Hey Melanie,
                I Totally Agree with you, 3 Votes from me!
                I hope you've figured to simply add things as Cheques and avoid expenses.
                It takes longer to do that from the bank feed having to click the drop down on transaction type but honestly, once I come across and Expense I need to discuss I just delete it and write a Cheque then. If you don't have too many this is fairly efficient.

              • 114 votes
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                  41 comments  ·  QuickBooks Online Feature Requests » Billing  ·  Flag idea as inappropriate…  ·  Admin →
                  Richard McBride supported this idea  · 

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