Establishing Preferences in QuickBooks

To start customizing QuickBooks so it works best for you, open the Edit menu and choose Preferences. As you can see, the left vertical pane contains a list of Preference types. Click on any of…

QBO Recurring Transactions

Save time and ensure that repeat transactions are processed as scheduled–use recurring transactions. Here’s how it works. Step 1: Create a template, a type of model, for each recurring transaction.…

Paying Bills in QuickBooks Online (QBO)

QBO employs a two-step process for bill payment. Once you’ve completed the first (setup), the hard part is done, and you can move on to fulfilling your financial obligations. Create…