How to copy an invoice in QuickBooks Online
You will want to click the "more" button at the bottom of the screen to copy an invoice in QBO. Watch to video tutorial to see the demo.
You will want to click the "more" button at the bottom of the screen to copy an invoice in QBO. Watch to video tutorial to see the demo.
It's important to understand the ratio of your bottom line and the top line revenue number. Net profit margin is a formula that is important to compare to prior periods to determine if you are growing or falling. Watch this video to learn how to display the profit margins ratio in Quickbooks online reports.
The undeposited funds is used as a holding account that can store checks you received from customers but have not yet deposited them to the bank. When you make a bank deposit of several customer payments by check or cash then it can be done in QBO in an organized way using the undeposited funds. This video will teach you how to troubleshoot the bank feeds in matching your bank deposits.
I love this new feature in QuickBooks Online that lets you add multiple logos. Learn how to customize your invoices and save recurring invoices by watching my video.
This video will teach you how to setup up tracking expenses in Quickbooks Online by departments. To turn on this feature you will need a QBO Plus or Advanced subscription. Gear Icon> Account and Settings > Advanced > Turn on location tracking and then select Departments label.
The new Invoices and Received Payments report in QBO is really helpful when reviewing your accounts receivables. This video will teach you how to run and customize it.