A Familiar Screen If you’re like many businesses, you send invoices to customers to let them know what they owe and when their payment is due. So one of the most commonly used ways to record payments is by using the Receive Payments window. To open it, click the Receive Payments icon on the home […]
Getting to Know QuickBooks Online Reports
Reports are one of the rewards you get for your conscientious accounting work Are you using them to make better business decisions? Critical Overviews Creating reports in QuickBooks Online (QBO) is easy. Customizing them is a bit harder, and analyzing them, depending on their complexity, can be more of a challenge–get to know QuicKBooks Online […]
Are You Memorizing Transactions? Should You Be?
You know that QuickBooks saves a lot of time, so learning how memorizing transactions can save you more? Making Copies To memorize a transaction, you first need to create a model for it. Let’s say you have a monthly bill for $450 that’s paid to Bruce’s Office Machines. You’d click Enter Bills on the home […]
Setting Up QBO Users
Unless you assign specific access rights to your users, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees, or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas. Learn about setting up QBO […]
Setting Up QuickBooks Desktop Users
Identifying and Setting Up QuickBooks Desktop Users To get started, open the Company menu and scroll down the list to highlight Set Up Usernames and Passwords. On the slide-out menu, select Set Up Users. The User List window will open, and you should see your own entry as Admin. Click Add User. To give an […]