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How to Add & Manage Users For Your Company | QuickBooks Online Tutorial 2019

In this QuickBooks Online tutorial you’ll learn how to add and edit additional users for your company including:
– Setup new users and administrators to enter transactions
– Add new users that only have access to reports, entering their time activities, or receiving payments
– Edit existing users to change their access levels

What’s New in QBO: July 2018

New! “Failed e-invoice” notifications keep payments from falling through the cracks 
New and improved! Redesigned invoicing in QuickBooks Self-Employed lets you bill your way 
Let users access everything but Payroll
Improved! Faster invoice actions
New! Create reports for bill and invoice payments

Navigating and Adjusting Settings in QBO

In this QuickBooks instructional video, you will see how all the commands and functions are ordered and organized in the QuickBooks online display. We will navigate through all of them together step by step. You will learn how to set up your QBO account by adjusting the settings. This is similar to the preferences window in QuickBooks desktop….

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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…

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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..

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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…

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