You can specify which features of QuickBooks can be accessed by employees who work with your accounting data by setting up user permissions. Each employee receives a unique username and password that unlocks only the areas he or she should be visiting. Here’s how you as the Administrator can define these roles. Open the Company […]
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Budgeting with QBO
QuickBooks Online (QBO) Plus can’t tell you how to plan the next year in terms of numbers, but its tools can make the mechanics of budgeting with QBO. Your Fiscal Year Start Do you know exactly when your fiscal year starts? You’ll need this information before you can get started on your budget. […]
Personalize QuickBooks and Make It Your Own
Your business is unique so ensure QuickBooks knows how you operate. We recommend you take the time to specify your Preferences. QuickBooks devotes a whole screen to this customization process. You can find it by opening the Edit menu and selecting Preferences. You can turn features off and on, and customize the software in […]
Charging for Billable Time in QBO Part 2
Let’s start by entering your own billable time. You can see how this screen looks by clicking the plus sign (+) at the top of the screen, then Employees | Weekly Timesheet. The screen looks very similar to a paper time card. If you entered a single activity for a billable time block, all of […]
Using QuickBooks Sales Receipts: When and Why?
In these days of e-commerce and merchant accounts, your customers may provide a credit card number over the phone or via your website. Right now, you probably email, or mail paid invoices after a sale with payment. There’s another type of sales document that you can use in certain situations: the QuickBooks sales receipt. If you […]