Inviting a New User into Your Organisation

You need Manage Users access to be able to invite a user into your organisation.   Go to Settings > General Settings > Users and click Invite a User to enter a new user's details.     Name & email addressEnter the name and email address of the user you want to add....

Zero Dollar Clients in Accounts Receivable

Question: I have got two customers on the accounts receivable list that has nothing owing. I have marked both inactive and they still come up. Any suggestions? Answer: If you double click the amount in the Receivables report you will see there is an amount owing + an...

Customizing Invoices and Other Sales Forms In QBO

You can customize the style of invoices, sales receipts, and estimates, plus you can control which data entry fields are available on sales forms. To change the style of sales forms: Click the Gear Icon > Custom Form Styles.  To change the Standard style for all types...

How Much Do I Put Away For GST?

HOW DO WE CALCULATE FOR GST? The GST is not just 10% of sales. Tt is 10% of sales, less 10% of the purchases you make that have GST on them. The easiest way and the way I do it for myself, is just see how much GST you end up paying this first quarter, and divide it by...

Do I Need More Than One Bank Account?

WHY DO COMPANIES HAVE MORE THAN ONE BANK ACCOUNT? There are multiple reasons a business may choose to have more than one bank account.    Some companies have a main cheque account and then a tax management account. They transfer regular amounts into the tax management...