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. Learn about setting up QBO […]
Getting Acquainted with QuickBooks Online (QBO)
Simple QBO Setup Interested in QBO but not absolutely certain you’re going to stick with it? Then, sign up with us and get a 30-day FREE trial-click here. If you have data in a desktop QuickBooks file, you can start the import process after you log in, however, we strongly recommend that you let us […]
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 these to change the option screens to the right. Always click the tabs labeled My Preferences and Company Preferences to make sure you see everything that’s displayed for each […]
QBO Custom Fields and Classes
Start from the Beginning with Custom Fields You can start working with custom fields and classes at any time. They’re most effective, though, when you build them in as you’re just starting to use QBO. Let’s look at custom fields first. When we refer to “fields,” we simply mean the rectangular boxes in records and […]
Anatomy of a QuickBooks Inventory Item
If you have an item-heavy business, you need QB tools to track your inventory. Activating Inventory-Tracking Before you get started creating item records and including them in transactions, you need to make sure that QuickBooks is set up to start tracking. Open the Edit menu and click Preferences. Click Items & Inventory in the left […]