QB ONLINE BASICS

QuickBooks Online vs. Desktop: Is One Better than the Other?

12/1/2017 1:19:11 AM Jay Thompson

No. They are more like Chocolate and Peanut Butter – great on their own, but together, they’re special. I think it’s pretty decent – it’s always on, it’s anywhere I need it and it’s got new stuff every month. But my first accounting love was QuickBooks desktop. I started using it when I was 23, using QuickBooks 1998 right after it was released. So before I start this article, I wanted to mention this, and to set a few things straight.

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Recent Changes to QuickBooks Online Template Customization

12/1/2017 1:19:11 AM Jay Thompson

In the past, customizing invoice templates in QuickBooks Online was sort of hard to find – and then sort of hard to actually customize. In the latest release, things have changed, and while it’s not exactly what many users have been asking for, I believe the new interface makes things a little easier to manage. It’s definitely a step in the right direction.

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QuickBooks Online: Learn Basic Navigation

12/1/2017 1:19:11 AM Jay Thompson

This video shows you where to find everything you need to use QuickBooks with confidence. Learn where to go to create common things like invoices and sales receipts, where to see all your customers’ info, and where to find your company settings and other QuickBooks features.

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QuickBooks Online: How To Turn On Purchase Orders

12/1/2017 1:19:11 AM Jay Thompson

1. Click the Gear icon > Company Settings (or Account and Settings depending on what you see).2. Click Expenses > Edit the Purchase Orders section.Select the Use purchase orders checkbox > Click Save

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QuickBooks Online: Add Users

12/1/2017 1:19:11 AM Jay Thompson

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.On the Manage Users page click New to open the user settings menu.

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QuickBooks Online: Create a Purchase Order

12/1/2017 1:19:11 AM Jay Thompson

Choose Plus Sign Icon > Purchase Order. If you don’t see this, click Show more at the bottom.Use the Vendor/Supplier drop-down arrow to select or add a vendor/supplier. If shipping a product directly to a customer instead of to yourself, use the Ship To drop-down arrow to select the customer.

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