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CT58
Level 2

Is it not possible to run vendor and customer reports in Simple Start?  And where can I find out exactly what I can and can't do in Simple Start?  When I do a google search, I only get an generic comparisons with other versions but nothing on exactly what Simple Start can do.  Is there any tutorials specifically for Simple Start?

Solved
Best answer September 15, 2020

Best Answers
Angelyn_T
QuickBooks Team

I'm here to take care of your questions today, @CT58.

 

Yes, we're able to run basic customer and vendor reports in QuickBooks Online (QBO) Simple Start. All you need to do is look for the report/s you want to open from the Reports tab at the left pane. On the other hand, you can visit these links to learn more about what you can and can't perform with this plan.

 

Also, here's an article that contains the details of what specific reports you can open with your current subscription.

 

We might not have tutorials specific for QBO simple start, however, you can check the features available in this plan and use these tutorials/help articles as your guides while working with QuickBooks:

 

Our doors are always open here on the Community page if you have any other questions. Feel free to add a comment below. Wishing you a good one!

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3 Comments
Angelyn_T
QuickBooks Team

I'm here to take care of your questions today, @CT58.

 

Yes, we're able to run basic customer and vendor reports in QuickBooks Online (QBO) Simple Start. All you need to do is look for the report/s you want to open from the Reports tab at the left pane. On the other hand, you can visit these links to learn more about what you can and can't perform with this plan.

 

Also, here's an article that contains the details of what specific reports you can open with your current subscription.

 

We might not have tutorials specific for QBO simple start, however, you can check the features available in this plan and use these tutorials/help articles as your guides while working with QuickBooks:

 

Our doors are always open here on the Community page if you have any other questions. Feel free to add a comment below. Wishing you a good one!

View solution in original post

DB01
Level 1

In QB Simple Start, I am trying to issue a vendor credit, to offset an expense put in by mistake. Every time I do the drop down "vendor credit", it takes me to the QB plan page, to upgrade Simple Start. Am I unable to do a vendor credit? I have tried everything.

Angelyn_T
QuickBooks Team

You're right with vendor credit in QuickBooks Online (QBO) Simple Start, @DB01.

 

At this time, being able to record this transaction is only available for QBO Plus and Advanced. The good news is, you can delete the expense transaction to remove it from your record.

 

Here's how:

 

  1. Open the Expense transaction.
  2. Click on More, then select Delete.

However, if you need to record a vendor credit, you can consider upgrading to a higher version of QuickBooks. You can use this article as your guide: Upgrade your QuickBooks Online subscription.

 

I also recommend checking out this link to learn more about the different QBO plans and features available.

 

If there's anything else you need help with, please let  me know by adding a comment below. I'm always here to help. Happy New Year!

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