You know that QuickBooks saves a lot of time, so learning how memorizing transactions can save you more? Making Copies To memorize a transaction, you first need to create a model for it. Let’s say you have a monthly bill for $450 that’s paid to Bruce’s Office Machines. You’d click Enter Bills on the home […]
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Setting Up QBO Users
Unless you assign specific access rights to your users, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees, or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas. Learn about setting up QBO […]
Setting Up QuickBooks Desktop Users
Identifying and Setting Up QuickBooks Desktop Users To get started, open the Company menu and scroll down the list to highlight Set Up Usernames and Passwords. On the slide-out menu, select Set Up Users. The User List window will open, and you should see your own entry as Admin. Click Add User. To give an […]
Getting Acquainted with QuickBooks Online (QBO)
Simple QBO Setup Interested in QBO but not absolutely certain you’re going to stick with it? Then, sign up with us and get a 30-day FREE trial-click here. If you have data in a desktop QuickBooks file, you can start the import process after you log in, however, we strongly recommend that you let us […]
Establishing Preferences in QuickBooks
To start customizing QuickBooks so it works best for you, open the Edit menu and choose Preferences. As you can see, the left vertical pane contains a list of Preference types. Click on any of these to change the option screens to the right. Always click the tabs labeled My Preferences and Company Preferences to make sure you see everything that’s displayed for each […]