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benstan
Level 1

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Hello, I'm new to QB, how to set up QB for my service industry? Looking for someone who could do this for me? my business is based in UAE. 

Fiat Lux - ASIA
Level 15

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@benstan 

Do you have a QBO UAE account?

https://quickbooks.grsm.io/Arab-Emirates

 

benstan
Level 1

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yes, 

RCV
QuickBooks Team
QuickBooks Team

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Thanks for choosing QuickBooks Online (QBO) in managing your business. Let me guide you on how you can set up your service industry in your account, evansmuriu291.

 

When signing up for QBO United Arab Emirates (UAE) version, it will ask your business type in the Tell us about your business page.

 

business1.PNG

 

If you'll want to update it, we can access the Company settings to change it to your service industry. Let me show you how:

 

  1. Go the Gear icon on the top menu.
  2. Choose Account and Settings.
  3. Click the Company tab.
  4. Tick the Company type Pencil icon. 
  5. Tap the Industy drop-downa and choose your Industry type on the list.
  6. Hit Save.
  7. Press Done

For more insights about managing your account, just refer to this link: https://quickbooks.intuit.com/learn-support/manage-your-account/misc/02/manage-your-account-global?l...

 

Visit our QBO Helpful Articles page that will provide you articles about running your business in QBO. 

 

This will take you in the right direction today, but please don't hesitate to get back to me if you have any follow-up concerns. I'm always here to help. Have a great day ahead.

benstan
Level 1

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have done all those setups watching a youtube video. Now, need to know, how to set up expense line items by branch, organize them like (revenue, expense, asset et.c) which I don't know :) (don't have accounting background)..

RCV
QuickBooks Team
QuickBooks Team

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Thanks for coming back, benstan.

 

Are you referring to adding an item under an expense account? If so, we can add a new product or service item posted to an expense account to track the sale.

 

But first, let's enable the Inventory tracking feature in QuickBooks Online (QBO). Just refer to this article for the steps and details: Set up and track your inventory in QuickBooks Online. Then, go to Step 1: Turn on the inventory tracking section. 

 

Then, follow the instruction below on how to add a new item:

 

  1. Go to the Gear icon.
  2. Choose Product and Services.
  3. Tap New.
  4. Select Non-inventory or Service.
  5. Add a name. If you track SKUs, enter an SKU for the product.
  6. From the Category ▼ dropdown, select the category the item category.
  7. Choose the I sell this product/service to my customer's checkbox. If you don't sell the item, you can leave it unchecked.
  8. In the Sales information section, enter a description. This is what your customers will see on their sales form.
  9. Enter an amount in the Sales price/rate field. Note: If you charge a variable rate for services, you can leave the Sales price/rate data field blank. Add the price when you fill out the invoice or sales receipt.
  10. Tap the Income account ▼ dropdown and the Expense account you want to use to track the sale.
  11. Press Save and Close.

For more details about this one, check out this article: Add product and service items to QuickBooks Online

 

To learn more about how to properly use items in your account, refer to this link: https://www.firmofthefuture.com/content/quickbooks-expense-or-items-tab-quickbooks-accounting-tips/.

 

Visit our Expenses Helpful Articles for more insights about managing your expenses. 

 

I'm just one reply if you need a hand with managing your Chart of Accounts or ay QBO related. I'll be here to help. Take care always.

benstan
Level 1

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Hi, Thank you

I did add one of our services and created a category. 

my main concern is, how to set up expense line items, their associated types etc. 

I have 2 branches now, both branches sell at different prices as per the market. 

Catherine_B
QuickBooks Team

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Hello there, benstan.

 

You can use the class tracking feature that allows you to associate each product line. You can organise your customer and supplier transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment.

 

To use this feature, let's turn it on first. I'll show you how:

  1. Go to Gear icon and select Account and Settings.
  2. Select Advanced, then select the Categories section to edit.
  3. Check Track classes
  4. Under Assign classes select One to each row in transaction.
  5. Select Save, then Done.

For more details on how the class tracking works and on categorizing your items, check out these articles:

I'm just here if there's anything else that you need help with. You take care!

benstan
Level 1

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Thank you, before I do this, I forgot ask, How do I add 2 branches under one user license from QB? please advise. 

Fiat Lux - ASIA
Level 15

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@benstan 

The Class feature is available in QBO Plus

https://quickbooks.grsm.io/Arab-Emirates

 

benstan
Level 1

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Thank you, I followed that.

 

Next in expenses, how to do the following 

 

Payroll (main) 6000

6001 Emp Cost 

6002 HRA Allowance

6003 TA 

 

Admin 7000

7001 Office Stationery

7002 xxx

 

Many thanks in advance

smithjon123w
Level 1

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Thanks for sharing this post. Call us [phone number removed] to get more information.

Visit:  https://howfixerrors.com/quickbooks-error/how-to-fix-quickbooks-error-6000-832/

icustomer
Level 1

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Awesome post, Really this very informative post, thanks for sharing this post.

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1088512005
Level 1

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9619440524 NAVI MUMBAI 410218

Fiat Lux - ASIA
Level 15

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@1088512005 

Any specific concern? You may use QBO India version.

https://quickbooks.grsm.io/India

 

Pradeep K
Level 1

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wants to know how to create replica of our books of accounts from QB to an other QB for testing purpose without changes in original books.

 

Fiat Lux - ASIA
Level 15

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@Pradeep K 

Where is your company located?

Rea_M
Moderator

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I'm here to guide you in creating a replica of your books of accounts from your QuickBooks Online (QBO) company to your other account, @Pradeep K.

 

You can move your existing lists from another QBO company. To do this, you'll have to manually export your books of accounts to an Excel file and import them to the other one. This way, there'll be no changes in your original books.

 

There are a few ways to export your data out of QuickBooks. Many forms, lists, and reports have a download button (Please see the attached file below).

 

You can save the data onto your computer's hard drive or follow these steps below on how to export your account list. Here's how:

  1. Go to the Reports menu.
  2. Search for and run the Account List report.
  3. Customise the list report's columns (i.e., Account Name, Type, Detail Type).
  4. Click the Export icon and select Export to Excel.
  5. Check the details and save the report as Excel or CSV.

 

After that, log into your other QuickBooks company and import your books of accounts. Here's how:

  1. Go to the Gear icon.
  2. Select Import data.
  3. Choose Chart of Accounts (I've attached a screenshot below for your reference).
  4. Map your data and follow the on-screen instructions to complete the process.

 

To learn more about exporting and importing your lists (suppliers, customers, inventory, and chart of accounts) to QBO, I encourage you to check out this article: Move your lists to QuickBooks Online.

 

Once done importing, the next step is to download your transactions to QuickBooks. You can either connect your accounts to online banking or manually upload them. Then, categorise them to keep your books updated.

 

Let me know in the comments below if you need further assistance in managing your books of accounts in QBO. I'll be glad to help. Take care always.

united-airlines-reservations
Level 1

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To make a reservation with United Airlines, you can do so through their official website, mobile app, or by contacting United airlines reservations center by phone. To book a flight, you'll need to provide your travel dates, departure and arrival cities, and the number of travelers. You can also choose your flight class and add any additional services such as baggage or seat selection.

szirabamuzale
Level 1

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Hey All,

I hope you are well. 

Is it possible to create a link between my QuickBooks and any PoS system?

 

 

Fiat Lux - ASIA
Level 15

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Archie_B
QuickBooks Team

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Let me help you find the right app, szirabamuzale.

 

There are several POS systems that integrate with QuickBooks Online. You can go to your Apps menu or use this link to find one: Apps help QuickBooks run better.

 

If your POS system isn't listed in the apps menu, you can still use it, but you'll need to use a third-party app connector to connect it to QuickBooks Online.

 

Let me know if you still have other questions about QuickBooks Online. I'll be here to help.