Where are lists in QuickBooks Online?

You can access lists by clicking on the gear icon for Settings in the Heading. One of the categories that pops up is Lists. In the Lists category, click All Lists. You will then see a page of lists.

How do I find other lists in QuickBooks?

Procedure: In Quickbooks Desktop click Lists. Select Other Names List.

Where would you go to see the lists available in QuickBooks Online gear icon account and settings my gear icon product and services gear icon all lists?

To get to this report click on the gear icon in the upper right corner. Select “Products and Services” in the Lists column. You'll now see a list of your Products and Services.

What is a non-inventory part?

A non-inventory item is something that a company purchases for its own use or for resale but does not track in terms of quantity. Often, non-inventory items are low-value products for which keeping an accurate count wouldn’t notably help the business.

How do I recover a deleted transaction in QuickBooks Desktop?

Once you delete a transaction, there’s no way to restore it. Using the Audit Log, however, you can recover the details of the deleted transaction so you can re-enter it.

What are 2 ways to start a credit memo in QuickBooks online?

Here’s how to create a credit memo in QBO:
  • Click the Plus (+) icon and select Credit Memo.
  • Choose the customer name.
  • Enter the Credit Memo Date.
  • Fill in the necessary information.
  • Click Save and close.
Here’s how to create a credit memo in QBO:
  • Click the Plus (+) icon and select Credit Memo.
  • Choose the customer name.
  • Enter the Credit Memo Date.
  • Fill in the necessary information.
  • Click Save and close.

What are 2 ways to use a vendor credit in QuickBooks online?

Handle vendor credits and refunds in QuickBooks Online

Enter a credit from a vendor Create a vendor credit Apply vendor credits to a bill How you enter the credit depends on how you record your purchases.

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What is the difference between vendor name and company name in QuickBooks?

Vendor name refers to a name used to describe a company or individual offering a product or service for reselling to the next link in the supply chain. On the other hand, company name refers to a title which incorporates and recognizes a business legally.

How do I change another name for QuickBooks?

Here’s how:
  1. Go to Lists, then select Other Names.
  2. Right-click the other name, and hit Change Other Name Types or Edit Other Name Types. This will open the list of the other names.
  3. From there, you can tick the Vendor name column on names that you want to convert.
  4. Click OK.
Here’s how:
  1. Go to Lists, then select Other Names.
  2. Right-click the other name, and hit Change Other Name Types or Edit Other Name Types. This will open the list of the other names.
  3. From there, you can tick the Vendor name column on names that you want to convert.
  4. Click OK.

Where is the gear icon in Chrome?

at the top right corner of every Analytics page.

Where is the audit log in QuickBooks desktop?

If you are a QuickBooks Desktop user, you can access the audit log report by following these steps: Go to “Reports” Select “Accountant and Taxes” Click “Audit Trail”

What is a service item in QuickBooks?

Explaining the Service Item Type. Written by Inder Dhaliwal. This item type is used for services your company either charges a customer for, or purchases from a vendor. Note: This item is available in both QuickBooks Desktop and QuickBooks Online.

What are items in QuickBooks desktop?

Item is anything that your company buys, sells or resells in the course of business, such as products, shipping and handling charges, discounts and sales tax (if applicable). It shows up as a line on an invoice or other sales forms.

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Where is the revert button in QuickBooks Online?

Using the “Revert” button reverts or restores the original document.
  1. Revert an Invoice. On an invoice form in QuickBooks there is a small button located next to the “Save & New” button. …
  2. Revert a Sales Receipt. The process for a sales receipt is identical to that of the invoice. …
  3. Other Documents.
Using the “Revert” button reverts or restores the original document.
  1. Revert an Invoice. On an invoice form in QuickBooks there is a small button located next to the “Save & New” button. …
  2. Revert a Sales Receipt. The process for a sales receipt is identical to that of the invoice. …
  3. Other Documents.

Where is the Audit Log in QuickBooks?

If you are a QuickBooks Online user, use these steps: Go to the “Gear” icon. Select “Audit Log”

Where can I find it?
  1. Go to “Reports”
  2. Select “Accountant and Taxes”
  3. Click “Audit Trail”
If you are a QuickBooks Online user, use these steps: Go to the “Gear” icon. Select “Audit Log”

Where can I find it?
  1. Go to “Reports”
  2. Select “Accountant and Taxes”
  3. Click “Audit Trail”

What is a sales receipt in QuickBooks Online?

What a QuickBooks Sales Receipt Is. Similar to an invoice, a sales receipt provides customers with a detailed description of the products or services that they have purchased. Invoices are issued to request payment from the customer.

How do I write off underpayments in QuickBooks Online?

How do I write off an unpaid invoice?
  1. Go to Customers.
  2. Select Receive Payments.
  3. Under RECEIVED FROM, choose your customer.
  4. From the PAYMENT AMOUNT field, enter the amount.
  5. Click Save & Close.
  6. Select OK.
How do I write off an unpaid invoice?
  1. Go to Customers.
  2. Select Receive Payments.
  3. Under RECEIVED FROM, choose your customer.
  4. From the PAYMENT AMOUNT field, enter the amount.
  5. Click Save & Close.
  6. Select OK.

How can you open a QuickBooks report in Microsoft Excel?

In QuickBooks, go to the Reports menu and select Reports Center. Find and open any report. Select the Excel on the toolbar. You can also select Print or Email to save the report as a PDF.

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How do I record a check in QuickBooks Online?

Here’s how:
  1. Click Accounting in the left navigation menu.
  2. Find the bank account, then click View register.
  3. Under the Date column, click Add check.
  4. Enter the appropriate details in the Date, Ref No. (if necessary), Payee, Account (Expense account), Memo (if necessary), and Payment fields.
  5. Click Save.
Here’s how:
  1. Click Accounting in the left navigation menu.
  2. Find the bank account, then click View register.
  3. Under the Date column, click Add check.
  4. Enter the appropriate details in the Date, Ref No. (if necessary), Payee, Account (Expense account), Memo (if necessary), and Payment fields.
  5. Click Save.

What is a job in QuickBooks?

If your business revolves around projects, you can create a job in QuickBooks for each project you do for a customer. To QuickBooks, a job is a record of a real-life project that you agreed (or perhaps begged) to perform for a customer—remodeling a kitchen, designing an ad campaign, or whatever.

How do I set up a job in QuickBooks desktop?

Set up a job
  1. From the Customer menu, select Customer Center.
  2. Select the customer you’re doing the job for.
  3. Select the + menu, then select Add Job. …
  4. Enter the name of the job, then select the Job Info tab.
  5. Fill out the Job Information fields.
  6. Select OK.
Set up a job
  1. From the Customer menu, select Customer Center.
  2. Select the customer you’re doing the job for.
  3. Select the + menu, then select Add Job. …
  4. Enter the name of the job, then select the Job Info tab.
  5. Fill out the Job Information fields.
  6. Select OK.
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