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]
QuickBooks® Assistant offers a conversational chat experience that solves a common problem for the self-employed and small business owners
Another easy way is to check the Gear (⚙) icon panel, look for Budgeting under Tools. If you don’t see any side-up-arrow, it means you’ve PLUS plan.[favorite_button]
Learn how to change the account for your product and service that is associated in your chart of accounts.[favorite_button]
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.
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]
Is your sales form content (Invoices, Sales Receipts & Estimates) setup correct? It can cause negative cash flow if it is not set up properly.[favorite_button]
Your employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits. One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed copy that you’ll store on your hard drive.[favorite_button]
Unless you assign specific access rights to your users, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas.
Many small law firms and practicing attorneys use QuickBooks. The first task will be to set up the chart of accounts for law firms..[favorite_button]