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Customizing QuickBooks Online (QBO)

Click on the small gear icon in the upper right corner. The window that opens displays links to all of the site’s options – a collection of choices that’s called “Preferences” in desktop QuickBooks…[favorite_button]

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New QBO Reports Page from QuickBooks Labs

The ‘old’ Reports page was somewhat cluttered, and perhaps unclear for the typical QBO user, in part because it employed ‘accounting terminology’. The new QuickBooks Labs feature is called ‘Easier to Navigate Reports’ because it gives your Reports page a fresh new look and simple, easier navigation..[favorite_button]

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QuickBooks Online input and edit the chart of accounts

In this QuickBooks training tutorial, you will learn how to record and edit accounts in the QuickBooks online chart of accounts. QBO gives you a chart of accounts for you to use or customize. We will learn how to delete the accounts that QuickBooks put in, and then add the accounts we really need. We will address the issue of “account type” and the “detail type” fields as well…[favorite_button]

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You can do WHAT in QuickBooks? Invoicing

Invoicing is an area of QBO that doesn’t always get direct attention from accountant users. Knowing the options in QBO, however, can turn you into your client’s hero, as you help them capture the right information, streamline workflow, save time and get paid faster. Here are a few functions you may not know are available.

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QuickBooks Online View Reports Only Users

Want to add view reports only users? Not sure what view report users can view and change? Take a look at the restricted access of View Reports Only users.[favorite_button]

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