ADDING YOUR INFORMATION

QuickBooks Online: Common Mistakes While Downloading Transactions

12/1/2017 4:05:03 AM Jay Thompson

As more small businesses start using QuickBooks Online, we (accountants and bookkeepers) need to be prepared to support them. Clients often start using QuickBooks Online on their own, but then call us when they’ve made mistakes. One of the great features of QuickBooks Online is having bank and credit card transactions automatically downloaded every night. This saves A LOT of time by minimizing data entry.

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QuickBooks Online: Add Customer Information

12/1/2017 4:05:03 AM Jay Thompson

Access the customer list Access the Customer List from the left navigation bar then click New Customer followed by Import Customer.Organize your spreadsheet to match the format of the sample below. Make sure your column titles and the order of your columns match our example.

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QuickBooks Online: Add Vendors

12/1/2017 4:05:03 AM Jay Thompson

A great way to start working in QuickBooks is to add your vendors’ contact info. You can import a spreadsheet all at once or add vendors one at a time.

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