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 […]
Preventing Data Theft in QuickBooks
Your small business may not have hundreds of thousands of customer information files, but you can still be targeted by external hackers and even your own employees. Are you taking measures to ensure the security of that data stored on your hard drive and/or in the cloud? Your Inner Circle The last thing you want […]