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 […]
Getting Acquainted with QuickBooks Online (QBO)
Simple QBO Setup Interested in QBO but not absolutely certain you’re going to stick with it? Then, sign up with us and get a 30-day FREE trial-click here. If you have data in a desktop QuickBooks file, you can start the import process after you log in, however, we strongly recommend that you let us […]
QBO Custom Fields and Classes
Start from the Beginning with Custom Fields You can start working with custom fields and classes at any time. They’re most effective, though, when you build them in as you’re just starting to use QBO. Let’s look at custom fields first. When we refer to “fields,” we simply mean the rectangular boxes in records and […]
QBO Recurring Transactions
Save time and ensure that repeat transactions are processed as scheduled–use recurring transactions. Here’s how it works. Step 1: Create a template, a type of model, for each recurring transaction. To do this, simply create the transaction you want to repeat. Say it’s an invoice for a service you provide monthly to a company or […]
QuickBooks End of Year Wrap-Up
Is your annual QuickBooks wrap-up on your end of year “todo” list? Here are some of the things we suggest you fit into your busy schedule sometime this month. Create and send year-end statements. As your customers wrap up 2016, too, it’s good to send statements for past-due accounts. In an ideal […]