Manage suppliers and expenses topics https://quickbooks.intuit.com/learn-support/manage-suppliers-and-expenses/misc/02/manage-suppliers-and-expenses-au Manage suppliers and expenses topics Sun, 25 Aug 2019 23:23:35 GMT manage-suppliers-and-expenses-au 2019-08-25T23:23:35Z Export your receipts in bulk https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/export-your-receipts-in-bulk/01/262861#M40 You can bulk export any receipts you've uploaded using receipt forwarding, receipt capture, or manually uploading and store them on your computer. To export your receipts: From the mobile app: Select Settings from the main menu and then Reports Select Export receipts at the bottom of the screen. Select Time frame to select the year you want, then tap Send to receive an emailed ZIP file of your receipts. From a computer browser: (Note that if you are in a region that is mobile-only, you will need to follow the mobile app instructions above) Go to the Reports tab in the left-hand navigation. In Receipts, select a specific tax year or All time and click Download. Click the generated link to download a ZIP file of all your receipts. Important: Selecting the All Time option may cause an error depending the amount of receipts you have attached to transactions. You may need to break up your download file into smaller time frames to bypass the error. Just need one or two receipts? No problem! Just select the transaction you need the receipt from on the Transaction page and you can download the receipt individually instead of in bulk. Thu, 18 Jul 2019 17:12:11 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/export-your-receipts-in-bulk/01/262861#M40 QuickBooksHelp 2019-07-18T17:12:11Z Self-Employed expenses You can claim https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/self-employed-expenses-you-can-claim/01/262705#M38 When you're reviewing and sorting your transactions, we give you a list of categories to choose from. To help you select the right one, here's a quick run-down on the available categories: Advertising and website- Cost of promoting and selling your products or services Bank charges- Bank charges related to business spending, including overdraft fees. Business Income- Money you make from your self-employed work. Credit Card payment- Principal portions of payments you make towards a credit card balance. (Principal isn't deductible; interest is.) Home Office expenses- cost of space in your home used for your self-employed work. Interest expenses in AUS- Interest you pay on money borrowed for self-employed work. Interest expenses overseas- Interest you pay on money borrowed overseas for self-employed work. Lease expenses- Cost of financial and operating leases for assets like motor vehicles. Legal and professional fees- Accountant and legal fees you pay for self-employed work including tax prep. Meals and entertainment- Meals and entertainment costs for clients related to your self-employed work. Or personal, non-local meals while travelling. Motor vehicle expenses- Expenses of running a motor vehicle for self-employed work. Office supplies/equipment- Expenses for postage, station... Thu, 18 Jul 2019 14:44:24 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/self-employed-expenses-you-can-claim/01/262705#M38 QuickBooksHelp 2019-07-18T14:44:24Z Add foreign suppliers with their corresponding currency https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/add-foreign-suppliers-with-their-corresponding-currency/01/262790#M37 You can easily add a foreign supplier with the corresponding currency you pay them with in QuickBooks Online. Note: Multicurrency is only available in QuickBooks Online Essentials and Plus. How to turn on the Multicurrency feature The Multicurrency feature must be first enabled. Go to the Settings ⚙ icon. Select Account and Settings. Select Advanced. Select Edit ✎ in the Currency section, then choose your Home Currency. Select the Multicurrency box to turn the feature on, then select Save. Warning: Once multicurrency is turned on, the home currency is set and cannot be changed. How to add a foreign supplier in the supplier list Here’s how to add a foreign supplier in the supplier list: From the left menu, select Expenses, then Suppliers. Select New Supplier. Enter the supplier's name and other information. From the I pay this supplier with ▼ drop-down menu, select the appropriate currency. This is the currency that you use to pay for this suppliers products and services. Select Save. How to add a foreign supplier in a form Here's how to add a foreign supplier in a form: Select the Create icon ⨁. Under Suppliers, select  Bill. From the Supplier (Choose a supplier ▼ drop-down menu, select Add New. Enter the supplier's name. From the Currency ▼ drop-down menu, select the appropri... Wed, 21 Aug 2019 17:45:49 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/add-foreign-suppliers-with-their-corresponding-currency/01/262790#M37 QuickBooksHelp 2019-08-21T17:45:49Z Sell and redeem gift cards or certificates in QuickBooks Online https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/sell-and-redeem-gift-cards-or-certificates-in-quickbooks-online/01/262795#M36 When you accept payment for a gift certificate, you accept the liability to redeem the gift certificate at some time in the future. In order to fulfill that obligation and track the transaction in QuickBooks Online, you need to set up a liability account and special items to use on a gift certificate invoice. To sell a gift certificate Select the Plus icon (+) at the top, then Sales Receipt. Enter one line for Gift Certificates. This Gift Certificates Product/Service can be linked to a liability account if you want to track it as a liability. Specify into which account the money received for the gift certificate is going, as well as how it will be deposited. To redeem a gift certificate Select the Plus icon (+) at the top, then Invoice. On the first line, select the Product/Service being bought and fill out the quantity and amount. On the second line, select the Product/Service for Gift Certificates (the one linking to a liability account), and enter in a negative number for the amount of the gift certificate. If amount of the gift certificate is more than the amount of the purchase, you can either give the customer cash or a credit. To give the customer a credit: Select the Plus icon (+) at the top, then Adjustment note. In the first line(s), enter in the Products/Services be... Thu, 18 Jul 2019 14:43:31 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/sell-and-redeem-gift-cards-or-certificates-in-quickbooks-online/01/262795#M36 QuickBooksHelp 2019-07-18T14:43:31Z How to email a sales form or report to multiple email addresses https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-email-a-sales-form-or-report-to-multiple-email-addresses/01/262819#M34 Emailing a sales form or report to multiple email addresses directly from QuickBooks Online is quick and easy. How to send an email to multiple email addresses You can send an email to multiple email addresses by doing either of the following: Typing in multiple email addresses separated by a comma and space. Using the Cc or Bcc fields. Things to know when sending an email to multiple email addresses: There is a 100-character limit in the recipients email address field. (Note: This limit includes spaces.) The system will not allow you to send an email to the same address more than once. (Note: If it the email address is added twice, the other email addresses listed after the duplicate email address will not receive the email.) Cc or Carbon Copy recipients are visible to all other recipients. Bcc or Blind Carbon Copy recipients are not visible to anyone. How to add multiple email addresses to a sales form To send a sales form to multiple email recipients: From the left menu, select Sales, then All Sales. Tick the box for the specific sales form you want to send. In the Action column, choose Send from the drop-down. The Send email window will open up. In the To field, type in the email addresses separated by a comma and space. Enter the email addresses in either the Cc or Bcc. S... Thu, 18 Jul 2019 16:23:05 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-email-a-sales-form-or-report-to-multiple-email-addresses/01/262819#M34 QuickBooksHelp 2019-07-18T16:23:05Z How to view all transactions for a supplier https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-view-all-transactions-for-a-supplier/01/262842#M33 In QuickBooks Online you can see all transactions for a supplier. To see all of the transactions for a particular supplier: Select Expenses, then Suppliers. Select the supplier. Once you've selected a supplier, you'll be in the Transaction List tab where you may do any of the following: Select Edit to edit the supplier's profile. Select Create new (or New transaction) to create a new bill, expense, cheque, purchase order, or supplier credit for that supplier. Filter the list to show only certain transaction types. Check the box of specific transactions, then use the Batch actions drop-down to: Pay the selected bills online Print the transactions Categorise the chosen transactions Void transactions Export transactions to an Excel spreadsheet. Tip: To see more info about the Supplier, including their contact details and billing address, select the Supplier Details tab.   Now you know how to sort and view supplier transactions. Thu, 22 Aug 2019 18:16:01 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-view-all-transactions-for-a-supplier/01/262842#M33 QuickBooksHelp 2019-08-22T18:16:01Z Create and print a delivery note https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-and-print-a-delivery-note/01/262935#M32 Find out how you can print delivery notes in QuickBooks Online. A delivery note is a document that contains item, quantity, and other important shipping information when shipping goods to your customers. Print a delivery note in QuickBooks Online From the left menu, select Sales then choose Customers. Select the customer's name to display a list of their transactions. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Delivery Note. Select the Batch actions drop-down, then choose Print delivery note. The print preview screen will open so you can select printing options, preview, and print. Thu, 18 Jul 2019 17:10:08 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-and-print-a-delivery-note/01/262935#M32 QuickBooksHelp 2019-07-18T17:10:08Z Error: The name supplied already exists. Another customer, supplier, or employee is already using this name https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/error-the-name-supplied-already-exists-another-customer-supplier/01/262939#M31 The error "The name supplied already exists. Another customer, supplier, or employee is already using this name" is usually caused by the following: Importing Data from QuickBooks Desktop or turning on payroll after adding employees in QuickBooks Online. The customer, supplier, or employee name you are trying to add already exists in QuickBooks Online. Change the display name Here's how to change the display name: Sign in to your QuickBooks Online company file. Select Expenses, then Suppliers. Select the name of the duplicate supplier. Select Edit (Note: Select Sales and then Customers if you are doing this to check for duplicates in your customer list). Change the Display name as format to "last, first". Select Save. Editing the duplicate or making it inactive If you continue to get the error, there may be more than one duplicate. You can choose to edit the duplicate or make it inactive (if no longer needed). As appropriate, select Sales, Expenses, Workers, or Employees, then choose Customers, Suppliers, or Employees. Find the duplicate supplier, customer, or employee. Select Edit. In the Display name as field, add a digit at the end of the name. (Note: If the profile is no longer in use, you can select Make inactive. Making the existing name inactive will also allow them to ... Wed, 21 Aug 2019 18:34:03 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/error-the-name-supplied-already-exists-another-customer-supplier/01/262939#M31 QuickBooksHelp 2019-08-21T18:34:03Z How to use purchase order https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-purchase-order/01/262962#M30 Find out how purchase order works for your business and how to use it in QuickBooks Online. A purchase order (PO) is a document you send to your supplier to: state your intent to buy products or services, define the details of the purchase (such as quantities and prices), and, (if they accept your PO) an agreement with them to receive products or services under the given terms. How do I turn on a purchase order? Note: POs are available in QuickBooks Online Plus and in older QuickBooks Online Edition products (with optional Sales package enabled). How to check if the purchase orders feature is turned on in your company: Select Create ⨁. Select Purchase Order. (If you don’t see it, select Show more.) If the Purchase Orders feature is listed but you get the message "We're sorry! Purchase Orders is turned off", you'll need to turn it on. Turn on the purchase orders feature There are two ways to enable purchase orders. Either select the Settings link in the message and update your settings or follow the steps below: Go to Settings ⚙️, then select Account and Settings. Select Expenses. In the Purchase orders section, select the ✎ icon. Check the Use Purchase Orders box. (Optional) Enter titles for up to three custom fields. (Optional) Enter a default message. Select Save, then Done.... Thu, 22 Aug 2019 21:31:56 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-purchase-order/01/262962#M30 QuickBooksHelp 2019-08-22T21:31:56Z Record gift certificates purchased from suppliers https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/record-gift-certificates-purchased-from-suppliers/01/263001#M29 Learn to create a cash account to record and track the balance of gift certificates in QuickBooks Online. Record a purchased gift certificate Select the Create (+) icon at the top, then choose Cheque or Expense depending on how you paid for the certificate. From the Payee drop-down, select the supplier who issued the certificate. From the Bank account (cheque) or Payment account (expense) drop-down, select the account used to purchase the gift certificate (transaction, credit card, petty cash, etc.). In the Category details section, select the Category drop-down to select the gift certificate account for this supplier. If you don’t have an account for this supplier yet, add one by following these steps: Select Add New. Set the Account Type to Bank and detail type to Cash on hand. Give the account a name specific to the supplier and its status as a gift certificate account. Example: Joe's Hardware - Gift Card. Enter 0 in the Balance field. The balance is established when the expense is saved. Select Save and Close. Enter the amount of the gift certificate Select Save. Note: This records the certificate with its initial value as the balance of the cash account. You can check the account balance in the Chart of Accounts or the Balance Sheet at any time to see the certificate's cu... Fri, 19 Jul 2019 19:19:08 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/record-gift-certificates-purchased-from-suppliers/01/263001#M29 QuickBooksHelp 2019-07-19T19:19:08Z Recording a bill and paying it when it's due https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/recording-a-bill-and-paying-it-when-it-s-due/01/262990#M28 When you receive a bill from a supplier, you can record it as a bill in QuickBooks Online, then pay it when it's due. There are several advantages to doing this, such as: Keeping your money longer for other business needs in the meantime. Spending less time paying bills by batching up payments to the same supplier. Running reports, such as the A/P Ageing Summary, to know how much you owe at any given time. Now you know some of the advantages of recording a bill and paying it when it's due. Wed, 31 Jul 2019 18:41:12 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/recording-a-bill-and-paying-it-when-it-s-due/01/262990#M28 QuickBooksHelp 2019-07-31T18:41:12Z How to make a supplier inactive https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-make-a-supplier-inactive/01/262940#M27 You cannot delete a supplier at this time, but you can make one permanently inactive. Here's how to make a supplier inactive: Select Expenses and then Suppliers. Select Make inactive in the drop-down menu beside the supplier you want to make inactive. Instead of making them inactive, it's better in some situations to merge accounts, customers, suppliers instead. Now you know how to make a supplier inactive. Thu, 18 Jul 2019 16:20:00 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-make-a-supplier-inactive/01/262940#M27 QuickBooksHelp 2019-07-18T16:20:00Z How to delete a bill https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill/01/262854#M26 There are several ways to locate and delete a bill in QuickBooks Online. Delete the bill from the Bill window You can delete a bill from the Bill window, to enable you to review the details of the transaction. There are multiple ways to view the bill in the Bill window — from the Expense Transactions list, the Accounts Payable register, or from a report. To delete a bill: Open the invoice to delete using one of these methods: From the left menu, select Expenses, and select the appropriate bill from the Expense Transactions list. In the Accounts Payable register in the Chart of Accounts, locate and select the bill. Select the bill from within a report. In the Bill window, select Moreat the bottom of the screen, and select Delete from the pop-up menu. When prompted, select Yes to confirm that you want to delete the bill. The bill is deleted. Delete the bill without opening it You can access the bill from the Expenses page and delete it without opening the bill: From the left menu, select Expenses. On the Expenses tab, locate the invoice to delete. In the Action column, select Delete from the drop-down menu. The bill is deleted. Thu, 18 Jul 2019 15:33:45 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill/01/262854#M26 QuickBooksHelp 2019-07-18T15:33:45Z How to print a supplier contact list https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-print-a-supplier-contact-list/01/262896#M25 You can easily print a supplier contact list in Quickbooks Online.   Here's how to print a supplier contact list: From the left menu, select Reports. In the "Find report by name" search bar, enter Supplier Contact List. Select the Print icon under the Toolbar after the list comes up. Now you’re able to print a supplier contact list. Wed, 14 Aug 2019 21:35:51 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-print-a-supplier-contact-list/01/262896#M25 QuickBooksHelp 2019-08-14T21:35:51Z How to use Inventory Items on Bills https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-inventory-items-on-bills/01/262784#M24 Turn on the setting Show Items table on expense and purchase forms, by following these steps below: From the Gear icon, select Company Settings. Choose Expenses and then Bills and Expenses. Tick Show Items table on Expense and Purchase Forms. Click Save, then Done. Thu, 18 Jul 2019 14:45:24 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-inventory-items-on-bills/01/262784#M24 QuickBooksHelp 2019-07-18T14:45:24Z Enter a returned or bounced cheque using write cheque https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/enter-a-returned-or-bounced-cheque-using-write-cheque/01/262679#M23 You may encounter situations wherein you need to record bounced cheques and new customer payments. The outlined steps in this article will help you record these kinds of transaction. Enter the Returned Cheque with Write Cheque Select the Plus icon (+) at the top,. Under Suppliers, choose Cheque. Enter the date that the cheque bounced. Uncheck Print Later at the top, then enter a note in the cheque number field (e.g. NSF cheque) Add the name of the customer who issued the bounced cheque at the Payee field. Set the account to Accounts Receivable. Enter the amount of the cheque that bounced. Select Save and close Change the payment entry to apply to the bounced cheque entry From the left menu, select Sales (or Invoicing) then Customer. Select the name of the customer that issued the bounced cheque. Locate and select the payment record for the bounced cheque. Add a check on the bounced cheque (NSF cheque) entry. Uncheck the invoice that the payment was originally applied to. Select Save and close Create an invoice for the bounced cheque fee Select the Plus icon (+) at the top, then Invoice. Select the customer that issued the bounced cheque. Enter the date the cheque bounced. Choose your Bounced cheque fee item under the Product/Service column. Note: Create a Service item that you... Fri, 19 Jul 2019 19:20:14 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/enter-a-returned-or-bounced-cheque-using-write-cheque/01/262679#M23 QuickBooksHelp 2019-07-19T19:20:14Z How to write cheques https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-write-cheques/01/262938#M22 Creating cheques in QuickBooks Online lets you track expenses, and helps organise your transaction account and bank statement reconciliation. To create a cheque: Select Create ⨁. Under Suppliers, select Cheque. Choose the Payee from the drop-down list. Specify the Bank Account where the money will be withdrawn. Complete the cheque fields. (Note: The Memo field is optional. Text you enter in the Memo field appears in the Account history, and on reports that include this cheque). Select the Print or Preview option if you want to print the cheque. Select Save and close or Save and new. Tip: If you have a lot of cheques to write, it is easier to either enter them from the Account history, or download transactions directly from the bank. Now you know how to write a cheque in QuickBooks Online. Fri, 23 Aug 2019 21:09:11 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-write-cheques/01/262938#M22 QuickBooksHelp 2019-08-23T21:09:11Z How to void a previously-recorded cheque https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-void-a-previously-recorded-cheque/01/262847#M21 Learn how to void a cheque that was already recorded in QuickBooks Online. Void a cheque from the Cheque page You can void a cheque from the Cheque page, which lets you review the details of the original transaction. From the left menu, select Expenses. On the Expenses tab, select Filter. In the Type field, select Cheque. Select the date range in which the cheque was received and select Apply. Select the cheque to void from the Expense Transactions list to open it in the Cheque screen. Select More, and select Void from the pop-up menu. When prompted, select Yes to confirm you want to void the cheque. Void a cheque without opening the transaction You can void a cheque from the Expense Transactions list, without opening the transaction. From the left menu, select Expenses. In the Expense Transactions list, locate the cheque to void. From the Action column, select Void from the View/Edit ▼ drop-down menu. When prompted, select Yes to confirm you want to void the cheque. Thu, 25 Jul 2019 18:54:51 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-void-a-previously-recorded-cheque/01/262847#M21 QuickBooksHelp 2019-07-25T18:54:51Z Copy an estimate or quote to a purchase order https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/copy-an-estimate-or-quote-to-a-purchase-order/01/262922#M19 Learn how to copy a quote onto a purchase order in QuickBooks Online. To streamline your process once a customer approves your quote you can easily copy it to a purchase order. In this article, we'll show you how.   Step 1: Turn on the purchase order feature First, you need to turn on the Purchase Order feature. Select the Gear icon on the Toolbar, then choose Account and Settings. From the left menu, select Expenses. Select the pencil (edit) icon for Purchase orders section. Select Use purchase orders. Select Save. Step 2: Copy quote to a purchase order Next, copy the quote to a purchase order. Select the Plus icon on the Toolbar. Then choose Quote. Enter customer, and product or service details. Then select Save. A drop-down choice of copy to invoice or copy to purchase order will appear. Choose Copy to purchase order. Select Ok. Why didn't some of my items copy over to the Purchase Order? Only items marked as purchased from suppliers get copied over to purchase orders. Verify that your products or services are marked accordingly. Select Settings ⚙on the toolbar, then choose Products and Services. Find the product or service. Then select Edit. In the Purchasing information section, select the I purchase this product/service from a supplier checkbox. Select Save. Wed, 14 Aug 2019 20:47:38 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/copy-an-estimate-or-quote-to-a-purchase-order/01/262922#M19 QuickBooksHelp 2019-08-14T20:47:38Z Bill created from purchase order has incorrect or higher amount https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/bill-created-from-purchase-order-has-incorrect-or-higher-amount/01/262925#M18 If the amount of the bill created from a purchase order is wrong or too high, it could be that Auto Recall brought in a line item from the last bill it recalled. Here's how to correct the bill and turn off the Auto Recall setting. Correct the bill with the incorrect amount Here's how to correct the bill with the incorrect amount: On the bill, expand the Item Details section. Find the line item that shouldn't be on the bill, then select the Trashcan icon to delete. Make sure other bill details are correct, then select Save and Close. Turn off the Auto Recall setting Here's how to turn off the Auto Recall setting: Go to Settings ⚙. Under Your Company, choose Account and Settings (or Company Settings). From the left menu, select Advanced. Select the Automation section. Uncheck Pre-fill forms with previously entered content. Select Save. Now you're able to correct the bill, and turn off the Auto Recall setting. Thu, 18 Jul 2019 17:10:16 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/bill-created-from-purchase-order-has-incorrect-or-higher-amount/01/262925#M18 QuickBooksHelp 2019-07-18T17:10:16Z How to pay a bill with a credit or debit card https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-pay-a-bill-with-a-credit-or-debit-card/01/262966#M17 You can use Pay Bills,to pay a bill with a credit or debit card. Pay a bill with a credit card Here’s how to pay a bill with a credit card: Select the Create ⨁ icon. Under Suppliers select Pay Bills. In Payment account, select your credit card account. Enter the Payment date. Select the bill you want to pay. Select Save, Save and print, or Save and close. Pay a bill with a debit card Here’s how to pay a bill with a debit card: Select the Create ⨁ icon. Under Suppliers select Pay Bills. In Payment account, select the bank account associated to your debit card. Enter the Payment date. In the Starting cheque no. field, enter "Debit" to show it was a debit card purchase. Select the bill you want to pay. Select Save, Save and print, or Save and close. \uD83D\uDCAA Thu, 18 Jul 2019 17:09:49 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-pay-a-bill-with-a-credit-or-debit-card/01/262966#M17 QuickBooksHelp 2019-07-18T17:09:49Z Chart of Accounts doesn't show income and expense totals https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/chart-of-accounts-doesn-t-show-income-and-expense-totals/01/263010#M16 In the Chart of Accounts, the balances in the Asset, Liability, and Equity accounts are running total balances, which means they will remain in those accounts regardless of the date. The Income and Expense accounts, are cleared every financial year and the amounts transferred to the Retained Earnings account. Because they vary according to the date range, they are not displayed in those accounts. Instead, they are displayed on the Profit and Loss report, where you can control the date range. You can access the Profit and Loss report directly from the Reports menu. Thu, 01 Aug 2019 21:37:44 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/chart-of-accounts-doesn-t-show-income-and-expense-totals/01/263010#M16 QuickBooksHelp 2019-08-01T21:37:44Z How to add a preferred supplier and create a purchase order using that preferred supplier https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-add-a-preferred-supplier-and-create-a-purchase-order/01/262980#M15 You can assign a preferred supplier to specific inventory items to save time when reordering those items and also create a purchase order using the preferred supplier you assigned. QBO Plus not applicable for Brazil Note: Supplier specific inventory items are only available in QuickBooks Online Plus.   To add a preferred supplier You won’t be able to assign preferred suppliers if you have not yet entered them in QuickBooks Online. Here are the steps to do that: Select Settings ⚙on the toolbar, then choose Products and Services. In the Products and Services screen, select New then choose the appropriate product type. Enter all necessary information. In the Preferred Supplier drop-down, choose the name of the supplier you usually purchase  items from. Select Save and Close. To create a purchase order using your preferred supplier Here's how to create a purchase order using your preferred supplier: From the left menu select Sales, then choose Products and Services. Select the item you want to reorder. In the Action column, select the Edit drop-down and choose Reorder. A Purchase Order window pops up which contains your supplier and item information. Select Save and send. Note: Batch action reordering is currently not supported. Add the supplier manually to the Purchase Order in c... Fri, 23 Aug 2019 00:47:59 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-add-a-preferred-supplier-and-create-a-purchase-order/01/262980#M15 QuickBooksHelp 2019-08-23T00:47:59Z Track donated inventory https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/track-donated-inventory/01/263027#M14 You can track inventory items that you're donating or giving away. Follow these steps to track donated inventory: Select the Create ⨁ icon. Under Customers, choose Sales Receipt . From the Deposit to drop-down, select your bank account. This will create a zero dollar transaction in your bank register that can be reconciled at any time. In the Product/Service section, select the product you are donating. Change the Rate of the selected product to zero, then select Save. Select X to close out the screen. Select the Create ⨁ icon on the Toolbar and then select Journal Entry from Other. In the Account section of the first line, choose the expense account used to track charitable contributions (for example, Charitable Donations Expense). Enter the cost of the product in the Debits field. On the next line, choose the Cost of Goods Sold (COGS) account for the item you donated. The cost of the product entered on the line above will populate the Credits field. Select Save. Thu, 18 Jul 2019 16:22:11 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/track-donated-inventory/01/263027#M14 QuickBooksHelp 2019-07-18T16:22:11Z Importing your Bills https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/importing-your-bills/01/262727#M13 Turn on Import Bills Select the Gear icon and choose QuickBooks Labs. On the right side of Import Bills, select On. Select Done at the bottom right of the page. Select the Gear Icon, under Tools select Import Data, then Import Bills. Note: Once Import Bills is turned on, you can also access this tool by selecting Expenses tab, Expenses then Import Bills. What can I import into QuickBooks? Bills can be imported with multiple line items OR as a total value for each bill. When Bills have multiple line items please ensure each line entry specifies the Bill Number, Supplier, Bill Date etc, as seen in the example CSV file. The process also allows you to import and auto create new suppliers that don't exist in QuickBooks. Note, the article Import customer, supplier, or supplier contacts from Outlook, Excel or Gmail should be used if importing a large number of new suppliers. Note: We recommend that no more than 100 Bills are imported at any one time. Capabilities & limitations Bills require at least one line item. Multi-currency is not supported at this time, meaning companies with multi-currency switched on will not be able to access this tool yet. Adjustment notes and negative amounts in general are not supported. Line [item] Accounts will need to be present in QuickBooks before im... Thu, 18 Jul 2019 14:43:59 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/importing-your-bills/01/262727#M13 QuickBooksHelp 2019-07-18T14:43:59Z What is the quantity on purchase order (PO)? https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/what-is-the-quantity-on-purchase-order-po/01/262726#M12 Quantity on Purchase Order (PO) is a field that displays on inventory items. The purpose of this field is to keep a running count of inventory that is on order but not received yet. Where you'll find the Quantity on PO? You'll find Quantity on PO in the following areas: Add/Edit Inventory item As an available column on the Product and Services list As an available column on the Product and Services List report As a default column on the Stock Take Worksheet report Hover over the "Qty on PO" tool tip in the Qty column of Sales Receipts/Invoices/Purchase Orders/Bills/Expenses/Cheques transaction forms. Note:  The Quantity on PO pulls its calculations from open line item quantities on Purchase Orders for all dates (including those dated in the future). The Quantity on PO for a single product is always based on the total product quantity on all open Purchase Orders regardless if the POs are from multiple suppliers Add the QTY on PO column to Products and Services You're able to add the QTY on PO column to Products and Services by following these steps: Select the Gear icon on the Toolbar, then choose Products and Services. Select the Settings icon beside Export. Place a tick beside Qty on PO, which will add the column. Now you know what the Quantity on Purchase Order (PO) field is... Thu, 18 Jul 2019 14:44:01 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/what-is-the-quantity-on-purchase-order-po/01/262726#M12 QuickBooksHelp 2019-07-18T14:44:01Z How to enable batch payments or create ABA Files https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enable-batch-payments-or-create-aba-files/01/262613#M11 Learn how to enable batch payments and create ABA files. If you have multiple bills and suppliers, you can save time by paying these in bulk with ABA files. Enable Batch payments (ABA Files) for your bank Once you set up a bank account, you can activate batch payments for your bank. Go to the Gear icon and select Chart of Accounts. Find your bank account. In the Action column ▼ drop-down, select Edit. Check the box I create batch payments for this account. Fill in the relevant information for your bank, and then Save and Close. Enable batch payments for a supplier From the left menu, select Expenses, then Suppliers. Select the supplier that you want to create the batch payments for. Select Edit. Check the box I create batch payments to pay this supplier. Fill in the supplier’s banking details, then Save. Create a batch payment file Go to the Create ⨁ icon, then Pay Bills. In the Payment account field, select the account you want to make a batch payment for. Check the box of the bill/s you want to pay. Select the Save ▼ drop-down, then Create batch payment. This creates a batch payment file (.ABA) that you can use to batch pay your suppliers from your internet banking account. Thu, 18 Jul 2019 15:32:07 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enable-batch-payments-or-create-aba-files/01/262613#M11 QuickBooksHelp 2019-07-18T15:32:07Z Apply a purchase order to a supplier transaction https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/apply-a-purchase-order-to-a-supplier-transaction/01/263155#M10 Learn how to add a purchase order to an expense, cheque, or bill in QuickBooks Online. When a supplier accepts a purchase order and provides the product or service, you need to record an expense or a cash transaction to ensure you have an accurate presentation in your company. Note: Purchase orders are automatically closed when they are added to a supplier transaction so they won’t appear again. Select Create ⨁. Select Expense. You can also select Cheque or Bill. From the Payee ▼ drop-down menu, select the appropriate supplier and a window opens. Select Add on the corresponding purchase order. The items from the purchase order are then added on the first available line under the Item details section. I added the wrong purchase order. If you haven't saved the transaction yet, select the trash can icon at the end of the purchase order line item(s). If you already saved the transaction, you need to manually change its status. From the main menu, select Expenses, then Expenses. Select the purchase order you added by mistake. Under the Supplier ▼ drop-down menu, there's another drop-down menu saying Closed. Select the Closed ▼ drop-down menu, then change the status to Open. Select Save. Tue, 20 Aug 2019 19:41:54 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/apply-a-purchase-order-to-a-supplier-transaction/01/263155#M10 QuickBooksHelp 2019-08-20T19:41:54Z How do I handle supplier credits and refunds? https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-do-i-handle-supplier-credits-and-refunds/01/263158#M9 The following article provides steps in handling supplier credits and refunds. If you're not sure when to use Pay Bills and Cheques, see What is the difference between bills and cheques and expenses? Scenario 1: Link a supplier refund cheque to a supplier credit If the refund is for returned inventory items, you need to create a supplier credit. Step 1: Enter the supplier refund cheque in the Deposits screen Select the Plus Icon(+) at the top then Bank Deposit. In the Add other funds to this deposit section, fill in the following fields: Received from: Select or enter the supplier name. Account: Select the Accounts Payable account. Amount: Enter the cheque amount. Select Save and close. Step 2: Link the deposit to the supplier credit Select the Plus Icon(+) at the top, then Expense or Cheque. Note: BothExpense and Cheque recognise and record expense. When you use Cheque, the transaction adds to the list of cheques that you can print . In the Choose a payee drop-down, select the supplier name. Leave the Reference / Cheque #, Date, Amount and Memo fields blank. From the Add to Expense or Add to Cheque section, select Add for the outstanding supplier credit and deposit. Select Save and close. Scenario 2: Pay bills using supplier credits Step 1: Enter the supplier credits Select t... Thu, 25 Jul 2019 18:54:08 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-do-i-handle-supplier-credits-and-refunds/01/263158#M9 QuickBooksHelp 2019-07-25T18:54:08Z How to send remittance advice [Video] https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-send-remittance-advice-video/01/262635#M8 Trying to send bulk remittance advice? This is now possible within the Expenses screen. On the left menu, select Expenses,then Expenses  Select Filter, then select the Transaction Type Bill Payments  Apply addition filters if required, then Apply Tick the transaction you wish to send remittance advice for. Select Batch Actions and select Send remittance  Update the email copy (if required) then click Send ​ Note: If you attempt to send a remittance advice for supplier/s without email address you will be prompted to provide an email address, this information can be saved to the Supplier's contact card by ticking the box labelled Save email address for future use Additional reference: NOTE: This video is hosted on the Australian Community page. While this video applies to QuickBooks Online in all countries,  the other videos on this YouTube page may not. Thu, 18 Jul 2019 14:43:06 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-send-remittance-advice-video/01/262635#M8 QuickBooksHelp 2019-07-18T14:43:06Z Create subvendor names https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-subvendor-names/01/262606#M7 QuickBooks Online currently do not have the functionality to use sub-accounts for suppliers. As a workaround, we recommend that you use the account numbers of similar suppliers. Using the supplier's account number will group your suppliers list for easy reference. For example, you have three ATT accounts with different account numbers, you can setup the supplier names as follows: ATT #3245 ATT #4567 ATT #7765 If you need a total balance amount for the suppliers, you can customise the Supplier Balance Detail report. Select Reports from the left menu. Select Supplier Balance Detail. Select Customise. Set the appropriate Transaction Date range and then select Filter. Select Supplier and choose the suppliers that you want to include in the report. Select Run Report. This report will give you the balances for every sub-suppliers, and its total at the bottom. Select Save Customisation at the top to save the report if you need to use this report often. Keep in mind that you need to re-customise the report if you want to include or remove names in the saved report. Thu, 18 Jul 2019 14:45:40 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-subvendor-names/01/262606#M7 QuickBooksHelp 2019-07-18T14:45:40Z How to enter, edit, or delete expenses https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enter-edit-or-delete-expenses/01/263110#M6 Learn how to create, edit, and delete expenses such as cash or cheque purchases in QuickBooks Online. QuickBooks makes it hassle-free for you to record your expenses, letting you enter them when they occur. You can also edit or delete expenses you recorded to make sure everything is accurate. We'll show you how.   Tip: If you have a large number of expenses to create, it may be easier to enter them in the Account history instead. Create an expense Go to the Create ⨁ icon and select Expense. In the Payee field, specify a supplier. You can specify the name of a person or a business. If your transaction covers multiple petty cash expenses, leave this field empty. Select the Payment account to which to credit this expense. Enter the date of purchase in the Payment date field and specify the Payment method for the expense. (Optional) You can use the Ref no. field to enter an identifying number from the purchase receipt. (Note: QuickBooks Online Plus users: When location or class tracking are turned on, additional fields for Location or Class appear. You can turn on location or class tracking features in Account and Settings on the Advanced tab.) (Optional) Enter a description of the expense. Enter the amount of the purchase and any Tax paid (if applicable). Select Save and close or... Fri, 23 Aug 2019 15:29:37 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enter-edit-or-delete-expenses/01/263110#M6 QuickBooksHelp 2019-08-23T15:29:37Z How to set an opening balance for a supplier [VIDEO] https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-set-an-opening-balance-for-a-supplier-video/01/262594#M5 Below is a short video on how to set an opening balance for a supplier in QuickBooks Online How to set an opening balance for a supplier Thu, 18 Jul 2019 14:45:48 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-set-an-opening-balance-for-a-supplier-video/01/262594#M5 QuickBooksHelp 2019-07-18T14:45:48Z How to delete a bill [Video] https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill-video/01/262593#M4 ​ Created a bill by accident and need to delete it? Follow the steps below: How to delete a bill Click Expense in the left hand menu Click the Filter button located on the left hand side Select Bill and click Apply  Scroll to the Bill you wish to delete and click on it to open it up Click More located in the footer and select Delete  Click Yes    Thu, 18 Jul 2019 14:43:02 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill-video/01/262593#M4 QuickBooksHelp 2019-07-18T14:43:02Z Pay a bill with Supplier Credit [Video] https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/pay-a-bill-with-supplier-credit-video/01/262573#M3 Need help using a Supplier Credit to pay a Bill in QuickBooks Online? Follow the steps below! Pay Bill with a Supplier Credit First if you haven't already, create your Supplier Credit Click the + symbol and select Supplier Credit  Enter in the Supplier, Date, Amount and any other relevant fields Click Save and Close  Now let's pay the bill with the Supplier Credit Click the +  symbol and select Cheque  Enter in the name of the Supplier On the right hand side under Add to Cheque click Add to the Bill and the Supplier Credit Click Save and Close  Thu, 18 Jul 2019 14:45:46 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/pay-a-bill-with-supplier-credit-video/01/262573#M3 QuickBooksHelp 2019-07-18T14:45:46Z How to delete a Cheque [Video] https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-cheque-video/01/262567#M2 Need help deleting a Cheque? Follow the steps below to complete the task: How to delete a Cheque Select Expenses in the left hand menu. Choose Filter, select the Type: Cheque, then Apply. Click on the Cheque you wish to delete At the bottom of the page click More and select Delete. Select Yes to confirm. Thu, 18 Jul 2019 14:42:02 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-cheque-video/01/262567#M2 QuickBooksHelp 2019-07-18T14:42:02Z How to delete an expense [Video] https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-an-expense-video/01/262639#M1 Have you created an expense by accident and need to delete it? Follow the steps below: How to Delete an Expense Click Expenses in the left hand menu Click the Expenses at the top of the page Click the Filter button and select the Type Expenses Scroll to the Expense you wish to delete and click on to open it up Go to the Footer, click More and select Delete  Click Yes  Thu, 18 Jul 2019 14:44:13 GMT https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-an-expense-video/01/262639#M1 QuickBooksHelp 2019-07-18T14:44:13Z
This XML file does not appear to have any style information associated with it. The document tree is shown below.
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<channel>
<title>Manage suppliers and expenses topics</title>
<link>
https://quickbooks.intuit.com/learn-support/manage-suppliers-and-expenses/misc/02/manage-suppliers-and-expenses-au
</link>
<description>Manage suppliers and expenses topics</description>
<pubDate>Sun, 25 Aug 2019 23:23:35 GMT</pubDate>
<dc:creator>manage-suppliers-and-expenses-au</dc:creator>
<dc:date>2019-08-25T23:23:35Z</dc:date>
<item>
<title>Export your receipts in bulk</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/export-your-receipts-in-bulk/01/262861#M40
</link>
<description>
You can bulk export any receipts you've uploaded using receipt forwarding, receipt capture, or manually uploading and store them on your computer. To export your receipts: From the mobile app: Select Settings from the main menu&nbsp;and then Reports Select&nbsp;Export receipts at the bottom of the screen. Select Time frame to select the year you want, then tap Send to receive an emailed ZIP file of your receipts. From a computer browser: (Note that if you are in a region that is mobile-only, you will need to follow the mobile app instructions above) Go to the Reports tab in the left-hand navigation. In Receipts, select a specific tax year or All time and click Download. Click the generated link to download a ZIP file of all your receipts. Important: Selecting the&nbsp;All Time&nbsp;option may cause an error depending the amount of receipts you have attached to transactions. You may need to break up your download file into smaller time frames to bypass the error. Just need one or two receipts? No problem! Just select the transaction you need the receipt from on the&nbsp;Transaction&nbsp;page and you can download the receipt individually instead of in bulk.
</description>
<pubDate>Thu, 18 Jul 2019 17:12:11 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/export-your-receipts-in-bulk/01/262861#M40
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T17:12:11Z</dc:date>
</item>
<item>
<title>Self-Employed expenses You can claim</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/self-employed-expenses-you-can-claim/01/262705#M38
</link>
<description>
When you're reviewing and sorting your transactions, we give you a list of categories to choose from. To help you select the right one, here's a quick run-down on the available categories: Advertising and website- Cost of promoting and selling your products or services Bank charges- Bank charges related to business spending, including overdraft fees. Business Income- Money you make from your self-employed work. Credit Card payment- Principal portions of payments you make towards a credit card balance. (Principal isn't deductible; interest is.) Home Office expenses- cost of space in your home used for your self-employed work. Interest expenses in AUS- Interest you pay on money borrowed for self-employed work. Interest expenses overseas- Interest you pay on money borrowed overseas for self-employed work. Lease expenses- Cost of financial and operating leases for assets like motor vehicles. Legal and professional fees- Accountant and legal fees you pay for self-employed work including tax prep. Meals and entertainment- Meals and entertainment costs for clients related to your self-employed work. Or personal, non-local meals while travelling. Motor vehicle expenses- Expenses of running a motor vehicle for self-employed work. Office supplies/equipment- Expenses for postage, station...
</description>
<pubDate>Thu, 18 Jul 2019 14:44:24 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/self-employed-expenses-you-can-claim/01/262705#M38
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:44:24Z</dc:date>
</item>
<item>
<title>
Add foreign suppliers with their corresponding currency
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/add-foreign-suppliers-with-their-corresponding-currency/01/262790#M37
</link>
<description>
You can easily add a foreign supplier with the corresponding currency you pay them with in QuickBooks Online. Note: Multicurrency is only available in QuickBooks Online Essentials and Plus. How to turn on the Multicurrency feature The Multicurrency feature must be first enabled. Go to the&nbsp;Settings ⚙&nbsp;icon. Select Account and Settings. Select Advanced. Select Edit&nbsp;✎ in the&nbsp;Currency&nbsp;section, then choose your&nbsp;Home Currency. Select the&nbsp;Multicurrency&nbsp;box to turn the feature on, then select&nbsp;Save. Warning: Once multicurrency is turned on, the home currency is set and cannot be changed. How to add a foreign supplier in the supplier list Here’s how to add a foreign supplier in the supplier list: From the left menu, select Expenses, then Suppliers. Select New&nbsp;Supplier. Enter the supplier's name and other information. From the&nbsp;I pay this supplier with ▼ drop-down menu, select the appropriate currency. This is the currency that you use to pay for this suppliers products and services. Select Save. How to add a foreign supplier in a form Here's how to add a foreign supplier in a form: Select the Create icon ⨁. Under Suppliers, select &nbsp;Bill. From the Supplier (Choose a supplier ▼ drop-down menu,&nbsp;select Add New. Enter the supplier's name. From the Currency ▼ drop-down menu, select the appropri...
</description>
<pubDate>Wed, 21 Aug 2019 17:45:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/add-foreign-suppliers-with-their-corresponding-currency/01/262790#M37
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-21T17:45:49Z</dc:date>
</item>
<item>
<title>
Sell and redeem gift cards or certificates in QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/sell-and-redeem-gift-cards-or-certificates-in-quickbooks-online/01/262795#M36
</link>
<description>
When you accept payment for a gift certificate, you accept the liability to redeem the gift certificate at some time in the future.&nbsp;In order to fulfill that obligation and track the transaction in QuickBooks Online, you need to set up a liability account and special items to use on a gift certificate invoice. To sell a gift certificate Select the Plus icon (+)&nbsp;at the top, then&nbsp;Sales Receipt. Enter one line for Gift Certificates. This Gift Certificates Product/Service can be linked to a liability account if you want to track it as a liability. Specify into which account the money received for the gift certificate is going, as well as how it will be deposited. To redeem a gift certificate Select the Plus icon (+)&nbsp;at the top, then Invoice. On the first line, select the Product/Service being bought and fill out the quantity and amount. On the second line, select the Product/Service for Gift Certificates (the one linking to a liability account), and enter in a negative number for the amount of the gift certificate. If amount of the gift certificate is more than the amount of the purchase, you can either give the customer cash or&nbsp;a credit. To give the customer a credit: Select the Plus icon (+)&nbsp;at the top, then&nbsp;Adjustment note. In the first line(s), enter in the Products/Services be...
</description>
<pubDate>Thu, 18 Jul 2019 14:43:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/sell-and-redeem-gift-cards-or-certificates-in-quickbooks-online/01/262795#M36
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:43:31Z</dc:date>
</item>
<item>
<title>
How to email a sales form or report to multiple email addresses
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-email-a-sales-form-or-report-to-multiple-email-addresses/01/262819#M34
</link>
<description>
Emailing a sales form or report to multiple email addresses directly from QuickBooks Online is quick and easy. How to send an email to multiple email addresses You can send an email to multiple email addresses by doing either of the following: Typing in multiple email addresses separated by a&nbsp;comma&nbsp;and space. Using the Cc or Bcc fields. Things to know when sending an email to multiple email addresses: There is a 100-character limit in the recipients email address field. (Note: This limit includes spaces.) The system will not allow you to send an email to the same address more than once. (Note: If it the email address is added twice, the other email addresses listed after the duplicate email address will not receive the email.) Cc or Carbon Copy recipients are visible to all other recipients. Bcc or Blind Carbon Copy recipients are not visible to anyone. How to add multiple email addresses to a sales form To send a sales form to multiple email recipients: From the left menu, select Sales, then All Sales. Tick the box for the specific sales form you want to send. In the Action&nbsp;column, choose Send from the drop-down. The Send email window will open up. In the To field, type in the email addresses separated by a comma&nbsp;and space. Enter the email addresses in either the Cc or Bcc. S...
</description>
<pubDate>Thu, 18 Jul 2019 16:23:05 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-email-a-sales-form-or-report-to-multiple-email-addresses/01/262819#M34
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T16:23:05Z</dc:date>
</item>
<item>
<title>How to view all transactions for a supplier</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-view-all-transactions-for-a-supplier/01/262842#M33
</link>
<description>
In QuickBooks Online you can see all transactions for a supplier. To see all of the transactions for a particular supplier: Select Expenses, then Suppliers. Select the supplier. Once you've selected a supplier, you'll be in the Transaction List tab where you may do any of the following: Select Edit&nbsp;to edit the supplier's profile. Select&nbsp;Create new&nbsp;(or New transaction) to create a new bill, expense, cheque, purchase order, or supplier credit for that supplier. Filter the list to show only certain transaction types. Check the box of specific transactions, then use the Batch actions drop-down to: Pay the selected bills online Print the transactions Categorise the chosen transactions Void transactions Export transactions to an Excel spreadsheet. Tip:&nbsp;To see more info about the Supplier, including their contact details and billing address, select the Supplier Details tab. &nbsp; Now you know how to sort and view supplier transactions.
</description>
<pubDate>Thu, 22 Aug 2019 18:16:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-view-all-transactions-for-a-supplier/01/262842#M33
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-22T18:16:01Z</dc:date>
</item>
<item>
<title>Create and print a delivery note</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-and-print-a-delivery-note/01/262935#M32
</link>
<description>
Find out how you can print delivery notes in QuickBooks Online. A delivery note is a document that contains item, quantity, and other important shipping information when shipping goods to your customers. Print a delivery note in QuickBooks Online From the left menu, select Sales then choose Customers. Select the customer's name to display a list of their transactions. From the Transaction List tab, select the box next to each invoice or sales receipt for which you want to print a Delivery Note. Select the Batch actions drop-down, then choose Print delivery note. The print preview screen will open so you can select printing options, preview, and print.
</description>
<pubDate>Thu, 18 Jul 2019 17:10:08 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-and-print-a-delivery-note/01/262935#M32
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T17:10:08Z</dc:date>
</item>
<item>
<title>
Error: The name supplied already exists. Another customer, supplier, or employee is already using this name
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/error-the-name-supplied-already-exists-another-customer-supplier/01/262939#M31
</link>
<description>
The error "The name supplied already exists. Another customer, supplier, or employee is already using this name"&nbsp;is usually caused by the following: Importing Data from QuickBooks Desktop or turning on payroll after adding employees in QuickBooks Online. The customer, supplier, or employee name you are trying to add already exists in QuickBooks Online. Change the display name Here's how to change the display name: Sign in to your QuickBooks Online company file. Select Expenses, then Suppliers. Select the name of the duplicate supplier. Select Edit (Note: Select Sales&nbsp;and then&nbsp;Customers if you are doing this to check for duplicates in your customer list). Change the Display name as format to "last, first". Select Save. Editing the duplicate or making it inactive If you continue to get the error, there may be more than one duplicate. You can choose to edit the duplicate or make it inactive (if no longer needed). As appropriate, select Sales, Expenses, Workers, or&nbsp;Employees, then choose Customers, Suppliers, or Employees. Find&nbsp;the duplicate supplier, customer, or employee. Select Edit. In the Display name as field, add a digit at the end of the name. (Note:&nbsp;If the profile is no longer in use, you can select Make inactive. Making the existing name inactive will also allow them to ...
</description>
<pubDate>Wed, 21 Aug 2019 18:34:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/error-the-name-supplied-already-exists-another-customer-supplier/01/262939#M31
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-21T18:34:03Z</dc:date>
</item>
<item>
<title>How to use purchase order</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-purchase-order/01/262962#M30
</link>
<description>
Find out how purchase order works for your business and how to use it in QuickBooks Online. A purchase order (PO) is a document you send to your supplier to: state your intent to buy products or services, define the details of the purchase (such as quantities and prices), and, (if they accept your PO) an agreement with them to receive products or services under the given terms. How do I turn on a purchase order? Note: POs are available in QuickBooks Online Plus and in older QuickBooks Online Edition products (with optional Sales package enabled). How to check if the purchase orders feature is turned on in your company: Select Create ⨁. Select Purchase Order. (If you don’t see it, select Show more.) If the Purchase Orders feature is listed but you get the message "We're sorry! Purchase Orders is turned off", you'll need to turn it on. Turn on the purchase orders feature There are two ways to enable purchase orders. Either select the Settings link in the message and update your settings or follow the steps below: Go to&nbsp;Settings ⚙️, then select Account and Settings. Select Expenses. In the Purchase orders section, select the&nbsp;✎&nbsp;icon. Check the Use Purchase Orders box. (Optional) Enter titles for up to three custom fields. (Optional) Enter a default message. Select Save, then Done....
</description>
<pubDate>Thu, 22 Aug 2019 21:31:56 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-purchase-order/01/262962#M30
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-22T21:31:56Z</dc:date>
</item>
<item>
<title>Record gift certificates purchased from suppliers</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/record-gift-certificates-purchased-from-suppliers/01/263001#M29
</link>
<description>
Learn to create a cash account to record and track the balance of gift certificates in QuickBooks Online. Record a purchased gift certificate Select the Create (+) icon at the top, then choose Cheque or Expense depending on how you paid for the certificate. From the Payee drop-down, select the supplier who issued the certificate. From the Bank account (cheque) or Payment account (expense) drop-down, select the account used to purchase the gift certificate (transaction, credit card, petty cash, etc.). In the Category details section, select the Category drop-down to select the gift certificate account for this supplier. If you don’t have an account for this supplier yet, add one by following these steps: Select Add New. Set the Account Type to Bank and detail type to Cash on hand. Give the account a name specific to the supplier and its status as a gift certificate account. Example: Joe's Hardware - Gift Card. Enter 0 in the Balance field. The balance is established when the expense is saved. Select Save and Close. Enter the amount of the gift certificate Select Save. Note: This records the certificate with its initial value as the balance of the cash account. You can check the account balance in the Chart of Accounts or the Balance Sheet at any time to see the certificate's cu...
</description>
<pubDate>Fri, 19 Jul 2019 19:19:08 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/record-gift-certificates-purchased-from-suppliers/01/263001#M29
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-19T19:19:08Z</dc:date>
</item>
<item>
<title>Recording a bill and paying it when it's due</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/recording-a-bill-and-paying-it-when-it-s-due/01/262990#M28
</link>
<description>
When you receive a bill from a supplier, you can record it as a bill in QuickBooks Online, then pay it when it's due. There are several advantages to doing this, such as: Keeping your money longer for other business needs in the meantime. Spending less time paying bills by batching up payments to the same supplier. Running reports, such as the A/P Ageing Summary, to know how much you owe at any given time. Now you know some of the advantages of recording a bill and paying it when it's due.
</description>
<pubDate>Wed, 31 Jul 2019 18:41:12 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/recording-a-bill-and-paying-it-when-it-s-due/01/262990#M28
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-31T18:41:12Z</dc:date>
</item>
<item>
<title>How to make a supplier inactive</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-make-a-supplier-inactive/01/262940#M27
</link>
<description>
You cannot delete a supplier at this time, but you can make one permanently inactive. Here's how to make a supplier inactive: Select Expenses&nbsp;and then Suppliers. Select Make inactive in the drop-down menu beside the supplier you want to make inactive. Instead of making them inactive, it's better in some situations to&nbsp;merge accounts, customers, suppliers instead. Now you know how to make a supplier inactive.
</description>
<pubDate>Thu, 18 Jul 2019 16:20:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-make-a-supplier-inactive/01/262940#M27
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T16:20:00Z</dc:date>
</item>
<item>
<title>How to delete a bill</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill/01/262854#M26
</link>
<description>
There are several ways to locate and delete a bill in QuickBooks Online. Delete the bill from the Bill window You can delete a bill from the Bill window, to enable you to review the details of the transaction. There are multiple ways to&nbsp;view the bill in the Bill window — from the Expense Transactions list, the Accounts Payable register, or from a report. To delete a bill: Open the invoice to delete using one of these methods: From the left menu, select Expenses, and select the appropriate bill from the Expense Transactions list. In the Accounts Payable&nbsp;register in the Chart of Accounts, locate and select the bill. Select the&nbsp;bill from within a report. In the Bill window, select&nbsp;Moreat the bottom of the screen, and select&nbsp;Delete from the pop-up menu. When prompted, select&nbsp;Yes to confirm that you want to delete the bill. The bill is deleted. Delete the bill without opening it You can access the bill from the Expenses page and delete it without opening the bill: From the left menu, select Expenses. On the Expenses tab, locate the invoice to delete. In the Action column, select Delete from the drop-down menu. The bill is deleted.
</description>
<pubDate>Thu, 18 Jul 2019 15:33:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill/01/262854#M26
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T15:33:45Z</dc:date>
</item>
<item>
<title>How to print a supplier contact list</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-print-a-supplier-contact-list/01/262896#M25
</link>
<description>
You can easily print a supplier contact list in Quickbooks Online. &nbsp; Here's how to print a supplier contact list: From the left menu, select Reports. In the "Find report by name" search bar, enter&nbsp;Supplier Contact List. Select the&nbsp;Print&nbsp;icon&nbsp;under the Toolbar after the list comes up. Now you’re able to print a supplier contact list.
</description>
<pubDate>Wed, 14 Aug 2019 21:35:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-print-a-supplier-contact-list/01/262896#M25
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-14T21:35:51Z</dc:date>
</item>
<item>
<title>How to use Inventory Items on Bills</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-inventory-items-on-bills/01/262784#M24
</link>
<description>
Turn on the setting Show Items table on expense and purchase forms, by following these steps below: From the Gear icon, select Company Settings. Choose Expenses&nbsp;and then&nbsp;Bills and Expenses. Tick&nbsp;Show Items table on Expense and Purchase Forms. Click Save, then Done.
</description>
<pubDate>Thu, 18 Jul 2019 14:45:24 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-use-inventory-items-on-bills/01/262784#M24
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:45:24Z</dc:date>
</item>
<item>
<title>
Enter a returned or bounced cheque using write cheque
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/enter-a-returned-or-bounced-cheque-using-write-cheque/01/262679#M23
</link>
<description>
You may encounter situations wherein you need to record bounced cheques and new customer payments. The outlined steps in this article will help you record these kinds of transaction. Enter the Returned Cheque with Write Cheque Select the Plus icon (+) at the top,. Under Suppliers, choose Cheque. Enter the date that the cheque bounced. Uncheck Print Later at the top, then enter a note in the cheque number field (e.g. NSF cheque) Add the name of the customer who issued the bounced cheque at the Payee field. Set the account to Accounts Receivable. Enter the amount of the cheque that bounced. Select Save and close Change the payment entry to apply to the bounced cheque entry From the left menu, select Sales (or Invoicing) then Customer. Select the name of the customer that issued the bounced cheque. Locate and select the payment record for the bounced cheque. Add a check on the bounced cheque (NSF cheque) entry. Uncheck the invoice that the payment was originally applied to. Select Save and close Create an invoice for the bounced cheque fee Select the Plus icon (+) at the top, then Invoice. Select the customer that issued the bounced cheque. Enter the date the cheque bounced. Choose your Bounced cheque fee item under the Product/Service column. Note: Create a Service item that you...
</description>
<pubDate>Fri, 19 Jul 2019 19:20:14 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/enter-a-returned-or-bounced-cheque-using-write-cheque/01/262679#M23
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-19T19:20:14Z</dc:date>
</item>
<item>
<title>How to write cheques</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-write-cheques/01/262938#M22
</link>
<description>
Creating cheques in QuickBooks Online lets you track expenses, and helps organise your transaction account and bank statement reconciliation. To create a cheque: Select&nbsp;Create ⨁. Under Suppliers, select Cheque. Choose the Payee&nbsp;from the drop-down list. Specify the Bank Account where the money will be withdrawn. Complete the cheque fields. (Note: The Memo field is optional. Text you enter in the Memo field appears in the Account history, and on reports that include this cheque). Select the Print or Preview&nbsp;option if you want to print the cheque. Select Save and close or Save and new. Tip:&nbsp;If you have a lot of cheques to write, it is easier to either enter them from the Account history, or&nbsp;download transactions directly from the bank. Now you know how to write a cheque in QuickBooks Online.
</description>
<pubDate>Fri, 23 Aug 2019 21:09:11 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-write-cheques/01/262938#M22
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-23T21:09:11Z</dc:date>
</item>
<item>
<title>How to void a previously-recorded cheque</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-void-a-previously-recorded-cheque/01/262847#M21
</link>
<description>
Learn how to void a cheque that was already recorded in QuickBooks Online. Void a cheque from the Cheque page You can void a cheque from the Cheque page, which lets you review the details of the original transaction. From the left menu, select Expenses. On the Expenses tab, select Filter. In the Type field, select&nbsp;Cheque. Select the date range in which the cheque was received and select Apply. Select the cheque to void from the Expense Transactions list to open it in the Cheque screen. Select More, and select&nbsp;Void&nbsp;from the pop-up menu. When prompted, select Yes to confirm you want to void the cheque. Void a cheque without opening the transaction You can void a cheque from the Expense Transactions list, without opening the transaction. From the left menu, select Expenses. In the Expense Transactions list, locate the cheque to void. From the Action column, select Void from the View/Edit&nbsp;▼ drop-down menu. When prompted, select Yes to confirm you want to void the cheque.
</description>
<pubDate>Thu, 25 Jul 2019 18:54:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-void-a-previously-recorded-cheque/01/262847#M21
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-25T18:54:51Z</dc:date>
</item>
<item>
<title>Copy an estimate or quote to a purchase order</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/copy-an-estimate-or-quote-to-a-purchase-order/01/262922#M19
</link>
<description>
Learn how to copy a quote onto a purchase order in QuickBooks Online. To streamline your process once a customer approves your quote you can easily copy it to a purchase order. In this article, we'll show you how. &nbsp; Step 1: Turn on the purchase order feature First, you need to turn on the Purchase Order feature. Select the&nbsp;Gear icon&nbsp;on the Toolbar, then choose&nbsp;Account and Settings. From the left menu, select Expenses. Select the&nbsp;pencil (edit) icon&nbsp;for&nbsp;Purchase orders&nbsp;section. Select&nbsp;Use purchase orders. Select Save. Step 2: Copy quote to a purchase order Next, copy the quote to a purchase order. Select the&nbsp;Plus icon on the Toolbar. Then choose Quote. Enter customer, and product or service details. Then select&nbsp;Save. A drop-down choice of copy to invoice or copy to purchase order will appear. Choose&nbsp;Copy to purchase order. Select Ok. Why didn't some of my items copy over to the Purchase Order? Only items marked as purchased from suppliers get copied over to purchase orders. Verify that your products or services are marked accordingly. Select&nbsp;Settings ⚙on the toolbar, then choose Products and Services. Find the product or service. Then select&nbsp;Edit. In the&nbsp;Purchasing information&nbsp;section, select the&nbsp;I purchase this product/service from a supplier&nbsp;checkbox. Select Save.
</description>
<pubDate>Wed, 14 Aug 2019 20:47:38 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/copy-an-estimate-or-quote-to-a-purchase-order/01/262922#M19
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-14T20:47:38Z</dc:date>
</item>
<item>
<title>
Bill created from purchase order has incorrect or higher amount
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/bill-created-from-purchase-order-has-incorrect-or-higher-amount/01/262925#M18
</link>
<description>
If the amount of the bill created from a purchase order is wrong or too high, it could be that Auto Recall&nbsp;brought in a line item from the last bill it recalled. Here's how to correct the bill and turn off the Auto Recall setting. Correct the bill with the incorrect amount Here's how to correct the bill with the incorrect amount: On the bill, expand the Item Details section. Find the line item that shouldn't be on the bill, then select the Trashcan icon to delete. Make sure other bill details are correct, then select Save and Close. Turn off the Auto Recall setting Here's how to turn off the Auto Recall setting: Go to Settings ⚙. Under Your Company, choose Account and Settings (or&nbsp;Company Settings). From the left menu, select Advanced. Select the Automation section. Uncheck Pre-fill forms with previously entered content. Select Save. Now you're able to&nbsp;correct the bill, and turn off the Auto Recall setting.
</description>
<pubDate>Thu, 18 Jul 2019 17:10:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/bill-created-from-purchase-order-has-incorrect-or-higher-amount/01/262925#M18
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T17:10:16Z</dc:date>
</item>
<item>
<title>How to pay a bill with a credit or debit card</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-pay-a-bill-with-a-credit-or-debit-card/01/262966#M17
</link>
<description>
You can use Pay Bills,to pay a bill with a credit or debit card. Pay a bill with a credit card Here’s how to pay a bill with a credit card: Select the&nbsp;Create ⨁&nbsp;icon. Under Suppliers select Pay Bills. In Payment account, select your credit card account. Enter the Payment date. Select the bill you want to pay. Select Save, Save and print, or Save and close. Pay a bill with a debit card Here’s how to pay a bill with a debit card: Select the&nbsp;Create ⨁&nbsp;icon. Under Suppliers select Pay Bills. In Payment account, select the bank account associated to your debit card. Enter the Payment date. In the Starting cheque no. field, enter "Debit" to show it was a debit card purchase. Select the bill you want to pay. Select Save, Save and print, or Save and close. \uD83D\uDCAA
</description>
<pubDate>Thu, 18 Jul 2019 17:09:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-pay-a-bill-with-a-credit-or-debit-card/01/262966#M17
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T17:09:49Z</dc:date>
</item>
<item>
<title>
Chart of Accounts doesn't show income and expense totals
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/chart-of-accounts-doesn-t-show-income-and-expense-totals/01/263010#M16
</link>
<description>
In the Chart of Accounts, the balances in the Asset, Liability, and Equity accounts are running total balances, which means they will remain in those accounts regardless of the date. The Income and Expense accounts, are cleared every financial year and the amounts transferred to the Retained Earnings account. Because they vary according to the date range, they are not displayed in those accounts. Instead, they are displayed on the Profit and Loss report, where you can control the date range. You can access the Profit and Loss report directly from the Reports menu.
</description>
<pubDate>Thu, 01 Aug 2019 21:37:44 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/chart-of-accounts-doesn-t-show-income-and-expense-totals/01/263010#M16
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-01T21:37:44Z</dc:date>
</item>
<item>
<title>
How to add a preferred supplier and create a purchase order using that preferred supplier
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-add-a-preferred-supplier-and-create-a-purchase-order/01/262980#M15
</link>
<description>
You can assign a preferred supplier to specific inventory items to save time when reordering those items and also create a purchase order using the preferred supplier you assigned. QBO Plus not applicable for Brazil Note:&nbsp;Supplier specific inventory items&nbsp;are only available in QuickBooks Online Plus. &nbsp; To add a preferred supplier You won’t be able to assign preferred suppliers if you have not yet entered them in QuickBooks Online. Here are the steps to do that: Select&nbsp;Settings ⚙on the toolbar, then choose Products and Services. In the Products and Services screen, select&nbsp;New&nbsp;then choose the appropriate product type. Enter all necessary information. In the&nbsp;Preferred Supplier&nbsp;drop-down, choose the name of the supplier you usually purchase&nbsp; items from. Select Save and Close. To create a purchase order using your preferred supplier Here's how to create a purchase order using your preferred supplier: From the left menu select Sales, then choose Products and Services. Select the item you want to reorder. In the Action column, select the Edit drop-down and choose Reorder. A Purchase Order window pops up which contains your supplier and item information. Select Save and send. Note:&nbsp;Batch action reordering is currently not supported. Add the supplier manually to the Purchase Order in c...
</description>
<pubDate>Fri, 23 Aug 2019 00:47:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-add-a-preferred-supplier-and-create-a-purchase-order/01/262980#M15
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-23T00:47:59Z</dc:date>
</item>
<item>
<title>Track donated inventory</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/track-donated-inventory/01/263027#M14
</link>
<description>
You can track inventory&nbsp;items that you're&nbsp;donating or giving away. Follow these steps to track donated inventory: Select the&nbsp;Create ⨁&nbsp;icon. Under Customers, choose Sales Receipt . From the Deposit to drop-down, select your bank account. This will create a zero dollar transaction in your bank register that can be reconciled at any time. In the Product/Service section, select the product&nbsp;you are donating. Change the Rate of the selected product to zero, then select Save. Select X to close out the screen. Select the Create ⨁ icon&nbsp;on the Toolbar and then select&nbsp;Journal Entry from Other. In the Account&nbsp;section of the first line,&nbsp;choose the expense account used to track charitable contributions (for example, Charitable&nbsp;Donations Expense). Enter the cost of&nbsp;the product in the Debits field. On the next line, choose the Cost of Goods Sold (COGS) account for the item you donated. The cost of the product entered on the line&nbsp;above will populate the Credits field. Select Save.
</description>
<pubDate>Thu, 18 Jul 2019 16:22:11 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/track-donated-inventory/01/263027#M14
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T16:22:11Z</dc:date>
</item>
<item>
<title>Importing your Bills</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/importing-your-bills/01/262727#M13
</link>
<description>
Turn on Import Bills Select the Gear icon and choose QuickBooks Labs. On the right side of Import Bills, select On. Select Done at the bottom right of the page. Select the Gear Icon, under Tools&nbsp;select Import Data,&nbsp;then Import Bills. Note: Once Import Bills is turned on, you can also access this tool by selecting Expenses&nbsp;tab, Expenses&nbsp;then&nbsp;Import Bills. What can I import into QuickBooks? Bills can be imported with&nbsp;multiple line items OR as a total value for each bill. When Bills have multiple line items please ensure each line entry specifies the Bill Number, Supplier,&nbsp;Bill Date etc, as seen in&nbsp;the example CSV file. The process also allows you to import and auto create new suppliers that don't exist in QuickBooks. Note, the article Import customer, supplier, or supplier contacts from Outlook, Excel or Gmail&nbsp;should be used if importing a large number of new suppliers. Note: We recommend that no more than 100 Bills are imported at any one time. Capabilities&nbsp;&amp; limitations Bills require at least one line item. Multi-currency is not supported at this time, meaning companies with multi-currency switched on will not be able to access this tool yet. Adjustment notes and negative amounts in general are not supported. Line [item] Accounts will need to be present in QuickBooks before im...
</description>
<pubDate>Thu, 18 Jul 2019 14:43:59 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/importing-your-bills/01/262727#M13
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:43:59Z</dc:date>
</item>
<item>
<title>What is the quantity on purchase order (PO)?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/what-is-the-quantity-on-purchase-order-po/01/262726#M12
</link>
<description>
Quantity on Purchase Order (PO) is a field that displays on inventory items. The purpose of this field is to keep a running count of inventory that is on order but not received yet. Where you'll find the Quantity on PO? You'll find Quantity on PO in the following areas: Add/Edit Inventory item As an available column on the Product and Services list As an available column on the Product and Services List report As a default column on the Stock Take Worksheet report Hover over the "Qty on PO" tool tip in the&nbsp;Qty column of Sales Receipts/Invoices/Purchase Orders/Bills/Expenses/Cheques transaction forms. Note:&nbsp; The Quantity on PO pulls its calculations from open line item quantities on Purchase Orders for all dates (including those dated in the future). The Quantity on PO for a single product is always based on the total product quantity on all open Purchase Orders regardless if the POs are from multiple suppliers Add the QTY on PO column to Products and Services You're able to add the QTY on PO column to Products and Services by following these steps: Select the Gear icon on the Toolbar, then choose Products and Services. Select the&nbsp;Settings icon beside Export. Place a tick beside Qty on PO, which will add the column. Now you know what the Quantity on Purchase Order (PO) field is...
</description>
<pubDate>Thu, 18 Jul 2019 14:44:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/what-is-the-quantity-on-purchase-order-po/01/262726#M12
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:44:01Z</dc:date>
</item>
<item>
<title>How to enable batch payments or create ABA Files</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enable-batch-payments-or-create-aba-files/01/262613#M11
</link>
<description>
Learn how to enable batch payments and create ABA files. If you have multiple bills and suppliers, you can save time by paying these in bulk with ABA files. Enable Batch payments (ABA Files) for your bank Once you set up a bank account, you can activate batch payments for your bank. Go to the Gear icon and select Chart of Accounts. Find your bank account. In the Action column ▼ drop-down, select Edit. Check the box I create batch payments for this account. Fill in the relevant information for your bank, and then Save and Close. Enable batch payments for a supplier From the left menu, select Expenses, then Suppliers. Select the supplier that you want to create the batch payments for. Select Edit. Check the box I create batch payments to pay this supplier. Fill in the supplier’s banking details, then Save. Create a batch payment file Go to the Create ⨁ icon, then Pay Bills. In the Payment account field, select the account you want to make a batch payment for. Check the box of the bill/s you want to pay. Select the Save ▼ drop-down, then Create batch payment. This creates a batch payment file (.ABA) that you can use to batch pay your suppliers from your internet banking account.
</description>
<pubDate>Thu, 18 Jul 2019 15:32:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enable-batch-payments-or-create-aba-files/01/262613#M11
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T15:32:07Z</dc:date>
</item>
<item>
<title>Apply a purchase order to a supplier transaction</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/apply-a-purchase-order-to-a-supplier-transaction/01/263155#M10
</link>
<description>
Learn how to add a purchase order to an expense, cheque, or bill in QuickBooks Online. When a supplier accepts a purchase order and provides the product or service, you need to record an expense or a cash transaction to ensure you have an accurate presentation in your company. Note: Purchase orders are automatically closed when they are added to a supplier transaction so they won’t appear again. Select Create ⨁. Select Expense. You can also select Cheque or Bill. From the Payee ▼ drop-down menu, select the appropriate supplier and a window opens. Select Add on the corresponding purchase order. The items from the purchase order are then added on the first available line under the Item details section. I added the wrong purchase order. If you haven't saved the transaction yet, select the trash can icon at the end of the purchase order line item(s). If you already saved the transaction, you need to manually change its status. From the main menu, select Expenses, then Expenses. Select the purchase order you added by mistake. Under the Supplier ▼ drop-down menu, there's another drop-down menu saying Closed. Select the Closed ▼ drop-down menu, then change the status to Open. Select Save.
</description>
<pubDate>Tue, 20 Aug 2019 19:41:54 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/apply-a-purchase-order-to-a-supplier-transaction/01/263155#M10
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-20T19:41:54Z</dc:date>
</item>
<item>
<title>How do I handle supplier credits and refunds?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-do-i-handle-supplier-credits-and-refunds/01/263158#M9
</link>
<description>
The following article provides steps in handling supplier credits and refunds. If you're not sure when to use Pay Bills and Cheques, see What is the difference between bills and cheques and expenses? Scenario 1: Link a supplier refund cheque to a supplier credit If the refund is for returned inventory items, you need to create a supplier credit. Step 1: Enter the supplier refund cheque in the Deposits screen Select the Plus Icon(+) at the top then Bank Deposit. In the Add other funds to this deposit section, fill in the following fields: Received from: Select or enter the supplier name. Account: Select the Accounts Payable account. Amount: Enter the cheque amount. Select Save and close. Step 2: Link the deposit to the supplier credit Select the Plus Icon(+) at the top, then Expense or Cheque. Note: BothExpense and Cheque recognise and record expense. When you use Cheque, the transaction adds to the list of cheques that you can print . In the Choose a payee drop-down, select the supplier name. Leave the Reference / Cheque #, Date, Amount and Memo fields blank. From the Add to Expense or Add to Cheque section, select Add for the outstanding supplier credit and deposit. Select Save and close. Scenario 2: Pay bills using supplier credits Step 1: Enter the supplier credits Select t...
</description>
<pubDate>Thu, 25 Jul 2019 18:54:08 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-do-i-handle-supplier-credits-and-refunds/01/263158#M9
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-25T18:54:08Z</dc:date>
</item>
<item>
<title>How to send remittance advice [Video]</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-send-remittance-advice-video/01/262635#M8
</link>
<description>
Trying to send bulk remittance advice? This is now possible within the&nbsp;Expenses&nbsp;screen. On the left menu, select Expenses,then Expenses&nbsp; Select Filter, then select the Transaction Type&nbsp;Bill Payments&nbsp; Apply addition filters if required, then Apply Tick the transaction you wish to send remittance advice for. Select Batch Actions&nbsp;and select&nbsp;Send remittance&nbsp; Update the email copy (if required) then click Send ​ Note: If you attempt to send a remittance advice for supplier/s without email address you will be prompted to provide an email address, this information can be saved to the Supplier's contact card by ticking the box labelled&nbsp;Save email address for future use Additional reference: NOTE: This video is hosted on the Australian Community page. While this video applies to QuickBooks Online in all countries,&nbsp;&nbsp;the other videos on this YouTube page may not.
</description>
<pubDate>Thu, 18 Jul 2019 14:43:06 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-send-remittance-advice-video/01/262635#M8
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:43:06Z</dc:date>
</item>
<item>
<title>Create subvendor names</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-subvendor-names/01/262606#M7
</link>
<description>
QuickBooks Online currently do not have the functionality to use sub-accounts for suppliers. As a workaround, we recommend that you use the account numbers of similar suppliers. Using the supplier's account number will group your suppliers list for easy reference. For example, you have three ATT accounts with different account numbers, you can setup the supplier names as follows: ATT #3245 ATT #4567 ATT #7765 If you need a total balance amount for the suppliers, you can customise the Supplier Balance Detail report. Select Reports from the left menu. Select Supplier Balance Detail. Select Customise. Set the appropriate Transaction Date range and then select Filter. Select Supplier and choose the suppliers that you want to include in the report. Select Run Report. This report will give you the balances for every sub-suppliers, and its total at the bottom. Select Save Customisation at the top to save the report if you need to use this report often. Keep in mind that you need to re-customise the report if you want to include or remove names in the saved report.
</description>
<pubDate>Thu, 18 Jul 2019 14:45:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/create-subvendor-names/01/262606#M7
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:45:40Z</dc:date>
</item>
<item>
<title>How to enter, edit, or delete expenses</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enter-edit-or-delete-expenses/01/263110#M6
</link>
<description>
Learn how to create, edit, and delete expenses such as cash or cheque purchases in QuickBooks Online. QuickBooks makes it hassle-free for you to record your expenses, letting you enter them when they occur. You can also edit or delete expenses you recorded to make sure everything is accurate. We'll show you how. &nbsp; Tip: If you have a large number of expenses to create, it may be easier to enter them in the Account history instead. Create an expense Go to the&nbsp;Create ⨁&nbsp;icon and select Expense. In the Payee field, specify a supplier. You can specify the name of a person or a business. If your transaction covers multiple petty cash expenses, leave this field empty. Select the&nbsp;Payment account to which to credit this expense. Enter the date of purchase in the Payment date field and specify the Payment method for the expense. (Optional) You can use the Ref no. field to enter an identifying number from the purchase receipt. (Note: QuickBooks Online Plus users: When location or class tracking are turned on, additional fields for Location or Class appear. You can turn on location or class tracking features in Account and Settings on the Advanced tab.) (Optional) Enter a description of the expense. Enter the amount of the purchase and any Tax paid (if applicable). Select Save and close or...
</description>
<pubDate>Fri, 23 Aug 2019 15:29:37 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-enter-edit-or-delete-expenses/01/263110#M6
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-08-23T15:29:37Z</dc:date>
</item>
<item>
<title>
How to set an opening balance for a supplier [VIDEO]
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-set-an-opening-balance-for-a-supplier-video/01/262594#M5
</link>
<description>
Below is a short video on how to set an opening balance for a supplier in QuickBooks Online How to set an opening balance for a supplier
</description>
<pubDate>Thu, 18 Jul 2019 14:45:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-set-an-opening-balance-for-a-supplier-video/01/262594#M5
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:45:48Z</dc:date>
</item>
<item>
<title>How to delete a bill [Video]</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill-video/01/262593#M4
</link>
<description>
​ Created a bill by accident and need to delete it? Follow the steps below: How to delete a bill Click&nbsp;Expense&nbsp;in the left hand menu Click the&nbsp;Filter&nbsp;button located on the left hand side Select&nbsp;Bill&nbsp;and click&nbsp;Apply&nbsp; Scroll to the Bill you wish to delete and click&nbsp;on it to open it up Click&nbsp;More&nbsp;located in the footer and select&nbsp;Delete&nbsp; Click&nbsp;Yes&nbsp; &nbsp;
</description>
<pubDate>Thu, 18 Jul 2019 14:43:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-bill-video/01/262593#M4
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:43:02Z</dc:date>
</item>
<item>
<title>Pay a bill with Supplier Credit [Video]</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/pay-a-bill-with-supplier-credit-video/01/262573#M3
</link>
<description>
Need help using a Supplier Credit to pay a Bill in QuickBooks Online? Follow the steps below! Pay Bill with a Supplier Credit First if you haven't&nbsp;already, create your Supplier Credit Click the +&nbsp;symbol and select&nbsp;Supplier Credit&nbsp; Enter in the Supplier, Date, Amount and any other relevant fields Click&nbsp;Save and Close&nbsp; Now let's pay the bill with the Supplier Credit Click the&nbsp;+&nbsp; symbol and select&nbsp;Cheque&nbsp; Enter in the name of the Supplier On the right hand side under Add to Cheque click&nbsp;Add&nbsp;to the Bill and the Supplier Credit Click&nbsp;Save and Close&nbsp;
</description>
<pubDate>Thu, 18 Jul 2019 14:45:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/pay-a-bill-with-supplier-credit-video/01/262573#M3
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:45:46Z</dc:date>
</item>
<item>
<title>How to delete a Cheque [Video]</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-cheque-video/01/262567#M2
</link>
<description>
Need help deleting a Cheque? Follow the steps below to complete the task: How to delete a Cheque Select&nbsp;Expenses&nbsp;in the left hand menu. Choose Filter, select the&nbsp;Type:&nbsp;Cheque, then Apply. Click on the Cheque you wish to delete At the bottom of the page click&nbsp;More&nbsp;and select&nbsp;Delete. Select&nbsp;Yes&nbsp;to confirm.
</description>
<pubDate>Thu, 18 Jul 2019 14:42:02 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-a-cheque-video/01/262567#M2
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:42:02Z</dc:date>
</item>
<item>
<title>How to delete an expense [Video]</title>
<link>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-an-expense-video/01/262639#M1
</link>
<description>
Have you created an expense by accident and need to delete it? Follow the steps below: How to Delete an Expense Click&nbsp;Expenses&nbsp;in the left hand menu Click the&nbsp;Expenses&nbsp;at the top of the page Click the&nbsp;Filter&nbsp;button and select the Type&nbsp;Expenses Scroll to the Expense you wish to delete and&nbsp;click&nbsp;on to open it up Go to the Footer, click&nbsp;More&nbsp;and select&nbsp;Delete&nbsp; Click&nbsp;Yes&nbsp;
</description>
<pubDate>Thu, 18 Jul 2019 14:44:13 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-au/manage-suppliers-and-expenses/how-to-delete-an-expense-video/01/262639#M1
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-07-18T14:44:13Z</dc:date>
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