Sharon

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  1. 3 votes
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      1 comment  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
      Sharon commented  · 

      If you have the contact info in another format like a spreadsheet yo ucan just import them.

    • 1 vote
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        0 comments  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
      • 2 votes
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          1 comment  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
          Sharon commented  · 

          Intuit has a site where if you are doing payroll with QuickBooks Online, employees can log in and view all there paystub information.

          https://paychecks.intuit.com/

          Here is an article about it: https://community.intuit.com/articles/1437617-viewmypaycheck-quickbooks-online-payroll-enhanced-faqs

        • 1 vote
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            1 comment  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
            Sharon commented  · 

            You can !!!!

            At the bottom of the line items grid you should have 3 boxes:
            - Add Lines
            - Clear All Lines
            - Add Subtotal

          • 2 votes
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              2 comments  ·  QuickBooks Online Feature Requests » Billing  ·  Flag idea as inappropriate…  ·  Admin →
              Sharon commented  · 

              This is available in QBO Plus. Not available in SimpleStart or Essentials.

              Even though it's listed in BETA it has been in there for a while now.

              Gear Icon/Account and Settings/Sales/Price Rules

            • 1 vote
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                1 comment  ·  QuickBooks Online Feature Requests » Billing  ·  Flag idea as inappropriate…  ·  Admin →
                Sharon commented  · 

                You can.

                Go to gear Icon/Account and Settings/Billing and Subscription

                On the top section for your QuickBooks Online subscription, there should be an option that says switch to annual billing.

              • 7 votes
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                  Sharon commented  · 

                  As a QuickBooks Online user who sends out invoices also, I understand your issue. I run my own IT consulting business.

                  Keep this in mind also though.

                  1. The settings allow you to show your company contact information including your email address on the invoice itself. This includes invoices that are emailed.

                  2. From an IT/Technical standpoint... in order for the emailed invoice tracking of when its sent, opened your customer, paid (if you have epayments)... in order for all those to work correctly, it NEEDS to go through Intuit's servers and be sent from their email accounts. If invoices were simply sent from your email account, there would be no way for your QuickBooks Online to be able to say whether it was actually sent, or opened, or paid.

                • 1 vote
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                    Sharon commented  · 

                    Speaking as a QuickBooks Online user, I understand your request, but also keep this in mind.

                    Intuit offers a 30 day free trial for QuickBooks Online. With the ability to migrate from one QBO company file to another... a business owner who is "Less than honorable" would be able to just open up a new QBO file every 30 days and migrate their data to the new file and never have to pay for a subscription.

                  • 5 votes
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                      1 comment  ·  QuickBooks Online Feature Requests » Payments  ·  Flag idea as inappropriate…  ·  Admin →
                      Sharon commented  · 

                      They already have this.

                    • 1 vote
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                        1 comment  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
                        Sharon commented  · 

                        QuickBooks online calculates the taxes based on 2 addresses.

                        1. The address of your company how its set in the company section of Account and Settings in the gear icon.

                        2. The billing address of your customer.

                        If you're finding that QB is not calculating the tax correctly, you might want to double check the zip code of both your company as well as the customer.

                        Specifically, if you find it's calculating local taxes like county or town taxes incorrectly or not at all, make sure you have the full zip+4 code entered. In order to calculate local taxes correctly QB needs the +4 of the zip so it can determine the correct local tax for that area. If there is no +4 entered, QB will typically just calculate the base state sales tax.

                        Hope this helps.

                      • 6 votes
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                          Sharon commented  · 

                          If your customer wants the original invoice WITH the statement, you're right... that IS a separate task. However, there is a way to customize the statements so they show each invoice and the detail for said invoice on the statement.

                          Gear Icon/Account and Settings/Sales/Statements

                          Select "List each transaction including all detail lines"

                          Now when you generate a statement it will show each invoice details

                        • 1 vote
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                            Sharon commented  · 

                            Go to APPS and search for "Transaction Pro Importer/Exporter"

                            Seems to be what you are looking for

                          • 1 vote
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                              1 comment  ·  QuickBooks Online Feature Requests » Lists  ·  Flag idea as inappropriate…  ·  Admin →
                              Sharon commented  · 

                              Actually, you CAN have more than 5 users with QuickBooks Online Plus.

                              Once you try adding a 6th user, you'll get a message saying the price of your subscription is going to go up.

                              Once you add an 11th user, you will get another message saying your monthly price will go up. The price levels are based on the following # of users.

                              1-5
                              6-10
                              11-25

                            • 1 vote
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                                1 comment  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                Sharon commented  · 

                                Click Projects on left tab
                                Select your project
                                Click Project Profitability (Its a profit and loss report for that project)

                                If you want a report that COMPARES to projects
                                Left tab = Reports
                                Profit and Loss by Customer
                                Customize/Filter/Customer (checkmark the specific jobs you want it to show)

                              • 4 votes
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                                  1 comment  ·  QuickBooks Online Feature Requests » Payroll  ·  Flag idea as inappropriate…  ·  Admin →
                                  Sharon commented  · 

                                  Intuit has a site where if you are doing payroll with QuickBooks Online, employees can log in and view all there paystub information.

                                  https://paychecks.intuit.com/

                                  Here is an article about it: https://community.intuit.com/articles/1437617-viewmypaycheck-quickbooks-online-payroll-enhanced-faqs

                                • 1 vote
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                                    1 comment  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
                                    Sharon commented  · 

                                    This has already been implemented in SimpleStart, Essentials, AND Plus.

                                    Gear Icon/Account and Settings/Sales/Progress Invoicing

                                  • 1 vote
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                                      1 comment  ·  QuickBooks Online Feature Requests  ·  Flag idea as inappropriate…  ·  Admin →
                                      Sharon commented  · 

                                      You can already do this.

                                      If you're referring to the actual subscription of QuickBooks Online, when you go to Settings/Billing and Subscription, there is an option to switch to annual billing instead of monthly.

                                    • 2 votes
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                                        1 comment  ·  QuickBooks Online Feature Requests » Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        Sharon commented  · 

                                        If you're referring to "Projects" which is the same as Jobs in desktop, there is a separate section that has the Profit/Loss for each job.

                                        Click Projects on left tab
                                        Select your project
                                        Click Project Profitability (Its a profit and loss report for that project)

                                        If you want a report that COMPARES to projects
                                        Left tab = Reports
                                        Profit and Loss by Customer
                                        Customize/Filter/Customer (checkmark the specific jobs you want it to show)

                                      • 2,370 votes
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                                          started  ·  296 comments  ·  QuickBooks Online Feature Requests » Billing  ·  Flag idea as inappropriate…  ·  Admin →
                                          Sharon commented  · 

                                          For the original poster of this suggestion... "It would also help remove favoritism. I have a tendency to overlook some accounts for the people that I like."

                                          This is not a lack of QBO features... this is a lack of professionalism on the part of the
                                          business owner/operator. If you offer a 1 time or multiple time forgiveness of late fees, fine... but make that a rule for ALL your customers... not just the ones you "like" . Thats a user shortcoming, not a program one.

                                        • 27 votes
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                                            Sharon supported this idea  · 

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