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. […]
Receiving Payments in QuickBooks
QuickBooks comes with some helpful pre-defined payment types; however, you also have the flexibility to edit that list and add new types. To see your list, open the Lists menu and select Customer & Vendor Profile Lists, then Payment Method List. This window opens: Figure 1: QuickBooks lets you accept payments from customers in a […]
Mobile Apps for QuickBooks – Helpful Apps
Mobile Sales Using Intuit’s GoPayment Benefit: Improved sales that aren’t dependent on location Payment-processing on smartphones has become commonplace these days. You’ve probably seen merchants accepting credit cards on mobile phones in one of two ways: by swiping the card on a small card reader that attach to their device or by entering bank cards numbers […]
QuickBooks Online: QBO Accounts
The term “account” in QuickBooks Online (QBO) can have many meanings: checking account, savings account, Chart of Accounts, payment/merchant services account, a customer or vendor account and more. Most likely you’ll work with all of these while working with QuickBooks Online (QBO), except perhaps one: the Chart of Accounts. Even though the site allows you […]
QBO Recurring Payments Video
Click this link to see how to set up recurring payments in QuickBooks Online (QBO)