If you plan to process your own payroll QuickBooks, you need to understand how payroll items work. It goes without saying that accuracy is critical here. You’re responsible for your employees’ livelihoods and for maintaining any benefits they’ll receive. Federal, state, and local taxing agencies will count on you to submit the proper payroll taxes […]
Keeping Up with Bills with QuickBooks Online
There are more pleasant accounting tasks than paying bills, but QuickBooks Online organizes and simplifies this critical chore of keeping up with bills. The Two-Step Process Before you can start paying bills, you have to enter them into QuickBooks Online (QBO). This will entail a bit of extra work the first time to set up […]
Setting Up QuickBooks User Permissions
You can specify which features of QuickBooks can be accessed by employees who work with your accounting data by setting up user permissions. Each employee receives a unique username and password that unlocks only the areas he or she should be visiting. Here’s how you as the Administrator can define these roles. Open the Company […]
Budgeting with QBO
QuickBooks Online (QBO) Plus can’t tell you how to plan the next year in terms of numbers, but its tools can make the mechanics of budgeting with QBO. Your Fiscal Year Start Do you know exactly when your fiscal year starts? You’ll need this information before you can get started on your budget. […]
Personalize QuickBooks and Make It Your Own
Your business is unique so ensure QuickBooks knows how you operate. We recommend you take the time to specify your Preferences. QuickBooks devotes a whole screen to this customization process. You can find it by opening the Edit menu and selecting Preferences. You can turn features off and on, and customize the software in […]