You’ll be visiting the QBO Settings screen regularly, so it’s good to know what’s there. If you have multiple employees using QBO, for example, it has probably occurred to you that not everyone needs to have access to everything in your company file. You’ll want to connect the site to your financial accounts, build […]
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. […]
Working with Employee Records in QuickBooks Online
Just the Facts The left vertical toolbar in QuickBooks Online contains a link for Employees. This is where you’ll add and edit staff records. Once you’re set up and have begun running payrolls, the page that this link opens will display your current year’s payroll cost totals. There will also be a list of […]