Building Inventory Records QuickBooks Online’s inventory-management tools help you: Create thorough records for each product and service that you sell. Fill out sales and purchase forms — like invoices and purchase orders — quickly and accurately using these item records, and, Generate reports that provide the real-time status of your inventory. Figure 1: You […]
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Using QuickBooks’ Snapshots
What do you do when you need to get information in QuickBooks about customers or about payments they’ve made in QuickBooks? You have several options. You could, for example: Create a report Go to their Customer pages Click on Receive Payments on the Home Page and use the Find arrows (not very elegant or fast […]
QuickBooks Online QBO Settings
You’ll be visiting the QBO Settings screen regularly, so it’s good to know what’s there. If you have multiple employees using QBO, for example, it has probably occurred to you that not everyone needs to have access to everything in your company file. You’ll want to connect the site to your financial accounts, build […]
What Your QuickBooks Calendar Can Do for You
This graphical screen isn’t designed for data entry (except for to-do’s). Rather, it’s designed to give you a quick overview of your financial activity, both historically and in the future–a QuickBooks Calendar. Figure 1: The QB calendar consists of two parts. The graphical calendar itself displays one of three types of entries: Entered, Due, or To Do. The number in […]
What You Should Know About the QBO Mobile App
QuickBooks Online’s (QBO’s) mobile app lacks some features found in the browser-based version, but it provides mobile access to tools you may want on the road. Figure 1: The navigational menu in QuickBooks Online’s mobile app slides out from the left side (iPhone 6+ version pictured here). Why Mobile? Since you can […]