The hardest part of creating a budget is getting started. QuickBooks Online provides budgeting tools that can jump-start the process. Creating the Framework Before you begin, you’ll want to make sure that your fiscal year is set correctly in QuickBooks Online. Click the gear icon in the upper right, then click Your Company | Account and […]
Customize QuickBooks Forms to Polish Your Image
The invoices and other forms you send to customers and vendors should reflect your company’s image. Improving What Exists You can personalize your QuickBooks forms and make them consistent with any design themes your brand may use. We’ll look at the modification options for an invoice, though, depending on what version of QuickBooks you’re using, […]
Using Product and Service Records in QuickBooks Online
Picking Products Much of your accounting work probably consists of filling out forms. Whenever you create one of these invoices or sales receipts or purchase orders, you already know that you can open a drop-down list and select the name of a customer or vendor. QuickBooks Online lets you enter data about what is being […]
Creating Product and Service Records in QBO
QuickBooks Online (QBO) is good at managing and tracking inventory – as long as you’ve created thorough records. When you first started your business, you might have been able to keep track of your merchandise by counting manually. However, as you and your product list grew, this became impractical.Whether you sell products or services or […]
Getting Ready for Payroll in QuickBooks Online
Taking on your company’s payroll with QuickBooks Online? Knowing what you’re up against ahead of time will make your setup tasks much easier. Our Purpose Here We’ll provide some step-by-step instruction, but initially, we just want you to see what information you’ll need to have available and how QuickBooks Online handles it. This is not […]