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QuickBooks Settings Tag

intro-guide-getting-started-with-quickbooks-online

Your First Hour with QuickBooks Online

This applies whether you’re just launching a business or you’re going online with an existing company. Take some time to get acquainted with QuickBooks Online. Your first hour with QuickBooks Online, or any web-based application for that matter, is probably spent exploring. Clicking buttons, links, and other navigation tools will help you to get the lay of the land.

QuickBooks Online should be no different. In fact, it’s even more important to take it slow when you’re using an accounting solution. If you start entering data without understanding how everything works together, you may make mistakes early on that will be difficult to undo down the road. Without further ado, let’s jump into your first hour with QuickBooks Online!

How to Setup User Access in QuickBooks

How to Setup User Access in QuickBooks

Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.

So, you want to know how to setup user access in QuickBooks? If your bookkeeping was ever done manually, then one thing is for sure… You probably did not allow every employee to see every sales form, account register, and payroll stub. Most likely, you have established a system that allowed staff to work only with information that related to their jobs. For instance, there may be times when someone pulls the wrong file folder and sends a report containing confidential information. So now that you understand why this is so important, let’s get on with how to setup user access in QuickBooks.

QuickBooks helps prevent this by setting virtual boundaries. You can specify which features of the software is accessible by employees who work with your accounting data. Each employee receives a unique user name and password that unlocks only the areas he or she should be visiting.

To help minimize errors, maintain data integrity, and preserve confidentiality, QuickBooks lets you restrict users to designated areas in the software.

Why am I Having QuickBooks Performance Issues? [SOLVED]

Is Using the Same QuickBooks Data File for Long Time Causing My Performance Issues?

There’s more than one approach to how long you use the same QuickBooks company file. You can create a new file each fiscal year, or whenever you upgrade QuickBooks Desktop. Other users prefer using the same file as long as possible. Which approach works best depends on your preferences, and the way your business uses QuickBooks. While entering a lower volume of transactions into QuickBooks helps you use the same file longer, there are possible situations where you need a new QuickBooks data file.

These days, some of us find ourselves updating multiple calendars. There's the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe a smartphone app to track a "to-do" on the road with a paper calendar as backup. But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications. Consider adding one more tracking tool: the QuickBooks Calendar.

QuickBooks Calendar – How It Helps Your Business

These days, some of us find ourselves updating multiple calendars. There’s the Outlook calendar or other web-based solution for scheduling and task management. Or, maybe a smartphone app to track a “to-do” on the road with a paper calendar as backup. But where do you keep track of your everyday financial tasks? Including these in your scheduling calendars and/or task lists will make for very crowded screens, not to mention how inconvenient it can be to keep switching between applications. Consider adding one more tracking tool: the QuickBooks Calendar.

QuickBooks Keyboard Shortcuts – How to Do More in Less Time.

One of my favorite ways to save time when I’m learning new software is to try and learn the shortcut keys for some of my more common tasks. The less time I need to spend poking around in menus and sub-menus, the more actual work I can get done. By learning some valuable shortcut keys, I give myself access to useful tools literally at my fingertips. Like most software these days, QuickBooks also includes a lot of great shortcut keys. Let’s look at some of the ones we love to use here at OUT OF THE BOX TECHNOLOGY.

The Beginner’s Guide to Sales Tax in QuickBooks

A variety of businesses must collect sales tax as part of their business operations, remitting those funds to the appropriate government agency on a predetermined schedule. The process of correctly collecting, recording, and paying these sales tax liabilities can be somewhat daunting at first, but QuickBooks has some tools built in that can help this go more smoothly.

Managing Custom Fields in QuickBooks Desktop

Sometimes, you find that your business needs to keep track of more information about items, customers, vendors, or employees than QuickBooks has available fields for. Not everyone needs the same information, so it makes sense to be able to track what’s important to you. For situations like this, there’s a solution in the form of custom fields. These are fields that you can add to several of your lists, specifying what they’re for, and what type of data they can hold. You can even choose whether they’ll be required when creating a list element or a transaction.

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