Company Settings If you’ve tried creating Inventory Items in QuickBooks Online (QBO) but have only been allowed to set up Services or Non-Inventory Items, you missed a step when you were completing your Company Settings. Click on the small gear icon in the upper right (next to your company name), then on Settings | Company […]
Tracking Products and Services in QuickBooks Online (QBO), Part 1
Building Inventory Records QuickBooks Online’s inventory-management tools help you: Create thorough records for each product and service that you sell. Fill out sales and purchase forms — like invoices and purchase orders — quickly and accurately using these item records, and, Generate reports that provide the real-time status of your inventory. Figure 1: You […]
What You Should Know About the QBO Mobile App
QuickBooks Online’s (QBO’s) mobile app lacks some features found in the browser-based version, but it provides mobile access to tools you may want on the road. Figure 1: The navigational menu in QuickBooks Online’s mobile app slides out from the left side (iPhone 6+ version pictured here). Why Mobile? Since you can […]
QBO Accounts Receivable Reports
Numerous Templates By now we’re sure that you have run one of QuickBooks Online’s accounts receivable reports, A/R Aging Summary, to see a list of past due invoice payments; however, there are many other reports. Familiarizing yourself with them can help you throughout the year, not just in January when you’re trying to put […]
Managing Customer Information in QBO
Managing Customer Information The easiest way to find the tools to record Customer Information is to simply click the Customers tab in the navigation pane. This will take you to a comprehensive page that will eventually contain a list of your customers. To add a new customer, click New Customer in the upper right corner. […]