QuickBooks Online Users Once you’re logged into QuickBooks Online, click Reports on the left menu. You’ll then be taken to the Reports page where you will see three tabs: All Custom Reports Management Reports Under the “All” tab, you’ll see a list of Favorite reports. Click on any of those names to see the individual report. Under the “Custom Reports” tab, you’ll find all of the financial reports we’ve … [Read more...]
How Do I Upload My QuickBooks Desktop File to My Sharefile Folder?
We’re super-excited to start working on your Assessment, but first we need your help so we can access your file. There are two steps: First, take a backup of your QuickBooks desktop file. Switch to single user mode. (File > Switch to Single-user Mode). From the QuickBooks File menu, select Backup Company then Create Local Backup. On the Create Backup window, select Local Backup then click Next. Where it says … [Read more...]
How Do I Add My Accountant to My QuickBooks Online Account?
We’re super-excited to start working on your Assessment, but first we need your help so we can access your account. You can set us up as your Accountant user, and there’s no extra charge from Intuit to do this. After you invite us, we’ll have access to your books and can get started working on your assessment. Here’s what to do: Go to your QBO login: https://qbo.intuit.com/login Login if you are not already logged … [Read more...]
Customize QuickBooks Online Using Settings
You can start using QuickBooks Online the first time you sign in. However, your tasks will be easier and faster, if you customize it for your company. QuickBooks Online was designed to be used by a variety of business types; that's one reason why it's such a popular small business accounting website. It was built to be versatile. That is, whether you sell hard drives or you service HVAC systems, you can customize it to "fit' … [Read more...]
Using QuickBooks Online’s Customer Records
Your customers are your company's lifeblood. Are you managing those relationships carefully? Here's how QuickBooks Online can help. If you've been in business long enough to remember tracking your customers manually, you probably remember what a nightmare it was. Maybe you had a card file and paper folders - and lots of sticky notes and calendar notations. Unless you had an unusually effective organization system, it was … [Read more...]
