QuickBooks Online: Home Page Tips

New to QuickBooks Online? Here are a few tips about the Home Page to help you get the best experience with QuickBooks Online



  1. QuickBooks Logo: No matter where you are in QuickBooks Online, press the QuickBooks Logo in the upper left corner and you will go right back to the home page. 
  2. Welcome Guide: If you are new to QuickBooks this will come in handy! This is located on the top of the Home Page. With Step-By-Step directions you can find out how to do anything in QuickBooks Online!
  3. Private Mode Switch: This is located next to your company name and logo on the Home Page. This is useful if you are in a public area (Starbucks, Company meetings) and want to keep certain information private.
  4. Bars in the Income Section: The Income Section on the Home Page is the most important tool. Be able to see who's been paid and who hasn't! 
  5. Activity Feed Filter: This is located on the right side of the Home Page. Be able to see recent invoices, estimates and payments!  




QuickBooks Online is one of our most popular QuickBooks. There are so many reasons why!
See who has paid and who hasn't

Receive invoices fast! With our payments feature your customers can press a "pay now' button and your invoices will be paid instantly via credit card or bank statement. 
Capture receipts photos on your phone or tablet and then attach them to your QuickBooks expenses. No more saving receipts! 
QuickBooks automatically takes in statements from your bank and credit card accounts, this means less work for you and it helps reduce double entry errors

Find out more about QuickBooks Online below:




Have a QuickBooks Mess? Call the QuickBooks Gal!






Comments

Post a Comment

Popular posts from this blog

How to "Un" Apply Credits In QuickBooks

Image
Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Recently, one of our Reno QuickBooks customers asked about "unapplying" credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills). So here is how it is done: For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the "Apply Credits" button. In the lower half of the new window that pops up is a list of Previously Applied Credits. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice. For Vendors, i.e. bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then ...
Read more

QuickBooks Password Protection

QuickBooks now requires your employees to enter a password to view their pay stubs when you e-mail them. QuickBooks generates the passwords automatically; each password consists of the first four letters of the employee's last name followed by the last four digits of their Social Security number. Examples Name:                            SSN:                         Pay Stub Password: Ben Narramore              855-56-4545             narr4545 Deb D'Spain                  782-34-3419     ...
Read more

Changes to Quickbooks Online: April 2019

Image
Coming April, subscibers of Quickbooks Online will be experiencing some changes.  Here's what to expect: According to an email sent out by Quickbooks last week: " Beginning  April 10  and over the coming year, usage limits will go into effect for all QuickBooks Online Simple Start, Essentials, Plus, and Advanced customer". Quickbooks want to make sure they are giving their customers the ultimate experience for their buck. Therefore, they are implementing a variety of plans with usage limits to best fit your business. With this, Intuit has developed a Quickbooks Online Advanced edition for the most avid Quickbooks users who need the most capacity and functionality.  This being said, Quickbooks wants to make sure you are informed about adding additional users before the deadline, " You can stay in your current plan and keep all your data. But you won't be able to manually add an account, user, class or location if it will put you over the lim...
Read more