Manage Users

How to link PayPal to QuickBooks Online [Part 2]

When you’re using PayPal to receive customer payments, PayPal works like a separate bank account. When a customer pays you, money is transferred from the customer to your PayPal account. These funds will then remain in your PayPal account until you initiate a transfer. The transfer will then move the funds from your PayPal account into your Checking account…..

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Video: Client Retainers, Deposits, and Pre-Payments

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Adding Transactions from Quickbooks Online Bank Feeds

In this Quickbooks training tutorial, you will learn how to add transactions from the Quickbooks Online bank feeds center. You will see the results of the transactions you added as well as find them in the review center in the “in Quickbooks” section…

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Video: Importing Files to Quickbooks Online Bank Feeds

In this video, you will learn how to import qbo files in to the bank feeds review center in Quickbooks online. QBO files are an example of webconnect files. These are files that you can import and review and edit as bank transactions. With qbo files, the result is the same as connecting to the bank and downloading them through bank feeds. The transactions go in to the review center just the same…

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Using PayPal with QuickBooks Online (Part 1)

If you’re using PayPal and QuickBooks Online then this blog post is for you. It will show you how to link PayPal to QuickBooks Online. And then, show you how to how to enter payments made with PayPal into QuickBooks Online correctly.

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Where Are My Users in QBO?

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.

Navigate to the Manage Users Menu
From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.

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Need to Set Up Users in QuickBooks Online?

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.

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Setting Up QBO Users

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.

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Where Are My Users in QBO?

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.

Navigate to the Manage Users Menu
From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.

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