Online banking may get all the headlines, but many small businesses still prefer paper checks. Once you’ve recorded a bill in Enter Bills, you need to visit the Pay Bills screen to dispatch a check. The image above shows the bottom of that screen. Other examples here include: Issuing paychecks (click the Pay Employees icon), Submitting payroll […]
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 […]
Creating Meaningful Reports in QuickBooks, Part 1
You’ve probably run at least some basic reports in QuickBooks to see who’s paying you late or whether you have unpaid bills. QuickBooks makes it easy to get those answers in only a few seconds. However, to get really meaningful, targeted views of your accounting information, you’ll want to shape your reports so that they […]
Setting Up QuickBooks User Permissions
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 […]
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 […]