Quick Start with a QuickBooks Online Expert: Tips to make the most out of QBO

Hi Community! We’re back with another Quick Start with an Expert to chat about 3 ways you can make the most of your QuickBooks Online account. Our expert this month is Clay Wilson, and with his 6 years of QuickBooks knowledge he has some tips and tricks up his sleeve to share with you all.

Clay will also be hosting this month’s AMA in the Community and on our Facebook page, so if you want to ask him questions regarding your account then that will be a great opportunity.

Clay will be available on August 28th from 8am-9am PST.
You can find the link to the thread on our Events page under Webinars the day of here:
https://quickbooks.intuit.com/learn-support/webinars-and-events/ask-me-anything-with-product-expert-...

Let’s jump right in! 

Custom Fields 
Custom fields in QuickBooks Online Advanced are a great way to get more specific insights into your business that fit you! You can set them up for customers, vendors, projects, and transactions. In reports, you can add custom fields as columns, sort items by a custom field, group items by a custom field, and filter items. This helps to see the key details about each transaction or line item, keep everything more organized, and see just the data you’re interested in.

Besides text, you can also create custom dropdown data and number fields. Plus, you can add up to 12 custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on).  So try out custom fields if you haven't already to see if it may help you organize your QuickBooks in a more efficient way!

Note: Want to use this feature? You can upgrade to QuickBooks Online Advanced. If you don't have QuickBooks Online Advanced, here's how to add custom fields for other QuickBooks versions.

Automated Workflows

Have regular work that you find you need to re-enter often? Consider automated workflows to see if QuickBooks may be able to do that work for you! You can also set approvals and notifications to ensure that work always stays on track. QuickBooks can automate common tasks such as sending payment reminders, new invoices to customers, or even sending reminders to to your team to complete specific tasks!

Check out this article to get step by step instructions on how you can set up automated workflows your QuickBooks account

This will save you time and stress making it easier to focus on your business without all the tedious tasks in-between. 

Firmofthefuture.com
Check out our website firmofthefuture.com to learn more about new updates to QuickBooks and changes coming soon! You can also read articles and learn about ProAdvisor updates. You may discover something new that could help your business or your clients, and it's a great way to see how feedback is evolving the product.

And there you have it, 3 ways you can use QuickBooks to efficiently run your business. I hope you can keep these tips in your back pocket and try them out in your own QuickBooks account. If you have questions regarding your account or any of these tips, don’t forget to stop by our AMA360 where Clay will be available to answer all your questions.