QuickBooksGal

QuickBooks Online allows you to attach receipts, invoices, bills and much more! Why Would You Want To use Attachments? Useful when Tax season comes around! You can easily pull up the transaction and show the bill, invoice and receipt How to upload: Attachment Page: Gear > Attachments This is helpful when you want to upload multiple attachments You can drag and drop the PDF or JPG files into the attachment box on the top of the page, or click on the paper clip OR Click on the transaction you wish to add an attachment to, or add a new transaction (fill it out like any transaction i.e date, amount) On the bottom left there is a box that says attachment, click on the box or paper clip and upload the file you wish to attach.  Save Done! Easy! How Can I Upload Documents To My Computer? You can scan the documents on any printer/scanner and save them to your computer.  You might need to read your printer manual to find out how to scan phot...

Verify the Taxes Due: Vendors Sales Tax Sales Tax Liability Make sure that the dates of liability are LAST MONTH - note the amounts due to each agency and the amounts due: Return to Vendors, Sales Tax, then select Pay Sales Tax: When the window opens, pay one agency at a time…first do the one that exact (typically NV  Dept of Taxation – City of East Bayshore in this example). Be sure to set the correct bank  account from which to deduct the monies, then set the date of the withdrawal and most  importantly, set the tax liability date – should be last month under show sales tax due through  date. Finally determine if you want QB to assign a check number or if you prefer to do so at a  later time, select “ to be printed ": Now return to Vendor, Sales Tax, Pay Tax window to pay the taxes that require rounding: Select all taxes (they both go to the same tax agency)  Select the ADJUST button  In th...

QuickBooks Online has Apps and Add-On's made to help you get the most out of QuickBooks Online  Here are the new apps that have just been released! For more information on these Apps visit:  http://quickbooks.intuit.com/blog/whats-up-in-quickbooks-apps-august-2015/ Neat: Have a lot of receipts, invoices or other types of documents that you need to insert into QuickBooks? Neat makes it easy for you to upload any type of document and save it into QuickBooks Online with a scanner or mobile device. Simply take a picture using your smart phone and upload it through Neat, which connects to your QuickBooks Online. When you upload the photo of the document Neat finds the important information such as Name, Date, and Amount and inserts it into QuickBooks. Full Slate: Have trouble keeping track of all your appointments? Full Slate is your one stop solution for all your appointment needs. Not only can you keep track of when and where your next app...