With 35 years of experience to its name QuickBooks is still dominating the game when it comes to providing accounting solutions to small and medium sized businesses across the globe.
In the US alone, Quickbooks accounts for over 80% market share. Globally, Quickbooks has well over 2.5 million subscribers, driving to its goal of providing “power and prosperity” to the businesses it serves.
QuickBooks Online (QBO) is a cloud-based accounting software developed by QuickBooks. QBO allows users to access and manage their books on multiple devices such as laptops and smartphones from anywhere, at any time. The app also allows users to create access privileges so that a business’s accountant or team member can login and work with specific data online.
We’ve put together a list of basic user tips as well as advanced tips for QBO users at various stages of their journey with the software. These tips are designed to help you and your team use QBO more efficiently.
Set up an account on your chart of accounts called ‘Ask my accountant’ to help you easily compile items and transactions that need to be discussed with your accountant.
The QuickBooks Online for Dummies Cheat Sheet teaches you keyboard shortcuts access various windows and pages without touching a mouse. The various icons at the top of the QBO page help you quickly search for items, create new items, or display transactions.
Cash receipt journals help you quickly review the money you have received for a set period of time.
With QuickBooks Online you can set up recurring invoices to be automatically emailed on a schedule. Additionally, if you’re using QuickBooks Payments, customers can pay online and the payment and associated fees will be automatically recorded in QuickBooks.
QBO allows you to attach documents to a range of transactions, from credit memos, bills, and credit card charges to inventory adjustments, vendor profiles and more.
Once you have mastered your QuickBooks Online account the next step is to make sure the rest of your eCommerce, logistics and other B2B solutions are integrated with QBO.
The TradeGecko-QuickBooks integration saves you time and manual effort by sending invoices, stock levels and customer data automatically between both platforms, in real-time. Learn more about the QuickBooks-TradeGecko integration and how you can today!
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