You can start using QBO immediately; however, your tasks will be easier and faster, if you customize it for your company. 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. When you […]
6 QuickBooks Reports You Need to Run in January
A Report Dashboard You may be using the Reports menu to access the pre-built frameworks that QuickBooks offers. Have you ever explored the Report Center, though? You can get there by clicking Reports in the navigation toolbar or Reports | Report Center on the drop-down menu at the top of the screen. QuickBooks’ Report Center […]
Are You Using QuickBooks Reminders?
QuickBooks’ Reminders can prevent countless problems with your finances. Totally Customizable To start setting up Reminders, open the Edit menu and select Preferences. Click Reminders in the left vertical pane. With the My Preferences tab highlighted, click in the box in front of Show Reminders List when opening a Company file to create a checkmark. […]
Keeping Vendor Records in QuickBooks
Filling in Fields To create a vendor record, open the Vendors menu and select Vendor Center. Above the tabbed table, there’s a small toolbar. Open the New Vendor menu and click on New Vendor. A window like this will open: At the top of the screen (not pictured here) is a box labeled Vendor Name. Enter it, then move on to the Opening […]
Creating Customer Statements in QuickBooks
Invoices not being paid promptly? Customers questioning their payment history? Create statements. A Simple Process Here’s how they work. Click Statements on the home page, or open the Customers menu and select Create Statements. A window like this will open: QuickBooks provides multiple options on this screen so you create the statement(s) you need. First, ensure the Statement Date is correct, so your […]