No matter which version of QuickBooks you first used, there may be elements of Windows functionality that you miss in your current QBO version like: The traditional file menus, Keyboard shortcuts, and The ability to open the software and let it stay open all day, minimizing it when you didn’t need it. The recently released […]
Customizing Your QuickBooks (QB) Forms
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. […]
QBO – Creating Reports
Now that you’ve been using QBO for your company’s accounting, it’s probably unimaginable to think about going back to manual bookkeeping. The file folders, paper forms and scribbles on notepads have all have been replaced with a neatly organized, everything-in-its-place website. If you’ve been in business long enough to remember the old ledger books, you’re […]