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 […]
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 […]
Customizing QuickBooks Online (QBO)
You can start using QBO immediately; however, your tasks will be easier and faster, if you customize it for your company. Click on the small gear icon in the upper right corner. The window that opens displays links to all of the site’s options – a collection of choices that’s called “Preferences” in desktop QuickBooks. When you […]
Using QuickBooks Online’s Customer Records
Your customers are your company’s lifeblood. Are you managing those relationships carefully? Keeping Thorough Records The core of any good customer-tracking system is a comprehensive set of individual profiles. QuickBooks Online offers thorough, flexible record templates for just that purpose. Click Sales in the main toolbar, then the Customers tab at the top of the […]