QuickBooks Online – Change Payee on Multiple Transactions

Added Feature Allows User to Change Payee on Multiple Transactions When looking at your downloaded transactions have you ever wanted to enter a payee and a category for more than one transaction?  Well, QuickBooks’ most recent update has enhanced the modify feature to give you the ability to do just that.  If you are already using this tool to update multiple categories, …

Troubleshooting Emailing QuickBooks Invoices

Hey QuickBooks fans!  We’ve been noticing ourselves and receiving reports from our clients that when emailing QuickBooks invoices and reports from within QuickBooks Online the emails have been getting caught in spam filters.  This issue is because an update was made so that when emailing QuickBooks invoices they are being sent with a return address of donotreply@intuit.com rather than the sender’s actual …

Episode 1 – Polymath Video Tutorial Series: Changes to QuickBooks Online – The Clickmap

With the update to QuickBooks Online one thing we have found our clients struggling with is the removal of the clickmap. Everyone is asking, where did the clickmap go? How do I navigate Quickbooks without it? If you are a visual learner who is used to working from the clickmap in QuickBooks Online watch this video for tips on how …

Episode 2 – Polymath Video Tutorial Series: Changes to QuickBooks Online – Overview

Episode 2 offers a general overview of the changes to QuickBooks Online Harmony, watch this video for how to navigate QuickBooks Online.  This is a great video to watch so that you can see where to find all the tools that you need to effectively work in QuickBooks.  This review will benefit both new QuickBooks users and existing users who are …

Episode 4 – Polymath Video Tutorial Series: Changes to QuickBooks Online – Sales Receipt

This episode of our QuickBooks Online Harmony tutorial series covers sales receipts.  How do you create a sales receipt in QuickBooks Online?  When do you create a sales receipt?  Why use a sales receipt instead of an invoice?     For more information about the difference between invoices and sales receipts, check out the Polymath blog on the topic. Make sure …