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Tips & Help

Intro:

 With the ever changing technology, there's things I'm learning along the way.  So I wanted to share these with you, in hopes it helps you as well.

Quick Dates in QuickBooks Online

If you want to quickly enter a date in the date field of QuickBooks Online, enter the below then tab:

 

  • T = Today
  • Y = Beginning of year
  • R = End of year
  • M = Beginning of the month (the month that is currently in date field)
  • H = End of the month (the month that is currently in date field)
  • - (minus sign) = back 1 day
  • + = forward 1 day

What happens to my data if I cancel my QuickBooks Online Account?

If you decide to cancel during the free 30 day trial, we'll delete all traces of your data from our servers immediately. When it's gone, it's gone - so before you cancel, make sure you've saved all the reports you want to keep.


If you're a paying QuickBooks Online subscriber, after you cancel we'll give you read-only access to all your data. This will last for 365 days, after which we'll delete all your data from our servers.

QuickBooks Online Account type & Detail Type

I was looking for a document with all the Account Types, & their sub-Detail Type.  Well after a long search...Here you go!

Detail Type

Missing Accountant Toolbox

It's there, you just have to click on one of the options below "Your Books," & it will magically reappear!

Importing & Exporting

This will be different depending on the Online or Desktop version.  Click the button below to jump to the Intuit Community Help page with step by step directions.  Just select what you need & directions appear.

Importing/Exporting QuickBooks Data

ProConnect Cheat Sheet

Find out more

Independent Contractor VS Employee

 It is critical that business owners correctly determine whether the individuals providing services are employees or independent contractors. 

Click here to see the IRS defination

Have a tip you want to share?

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R & S Engage, LLC

(405) 353-0999 or (737) 808 - 3452

Helpful Documents

Detail Type (xlsx)

Download

ProConnect Cheat Sheet & Form number locations (xlsx)

Download

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