Want an easy, free way to make your business look more professional and polished? Customize your QuickBooks forms using the QB tools. Getting Started To see what forms are available for customization, open the Lists menu and select Templates to open this window: Figure 1: QBs’ Templates window shows you what forms can be customized and provides tools for […]
QuickBooks Online (QBO) Sales Tax Tools: The Basics
Are you paying the correct amount of sales tax to the proper agencies? QuickBooks Online can handle the mechanics for you. Its sales tax tools are quite simple; they help set up both single and combined (up to five) rates. Then when you create invoices and other sales forms, you can select the appropriate rate(s). […]
QuickBooks Online (QBO) – Managing User Permissions
To get started, click on your company name in the upper right of the screen, and then click Manage Users. Click New to open the mini-interview. Figure 1: You have four access level options when you’re setting up a new user in QuickBooks Online. The first screen of the mini-interview explains the four user types available. […]
QuickBooks Online: QBO Accounts
The term “account” in QuickBooks Online (QBO) can have many meanings: checking account, savings account, Chart of Accounts, payment/merchant services account, a customer or vendor account and more. Most likely you’ll work with all of these while working with QuickBooks Online (QBO), except perhaps one: the Chart of Accounts. Even though the site allows you […]
QBO Recurring Payments Video
Click this link to see how to set up recurring payments in QuickBooks Online (QBO)