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Selecting an accounting software for your company is a big step for any business owner. Whether you’ve already purchased QuickBooks Online or you’re doing some research, our webinars are a great resource for you! Today I want to highlight Getting Started in QuickBooks Online. It’s the perfect introduction to our product and will give you the leg up you need to set up your account successfully.
There are two main areas that you should be familiar with. Let’s start with the Gear icon!
This is where you’ll find:
- Your Company
- Lists
- Tools
- Profile
Out of all of these, Your Company >> Account and settings is somewhere you’ll find yourself often. There are so many ways to automate and choose what information shows up on your forms. You’ll see tabs dedicated to all the main aspects of your account so click around to learn your options. Note: Be sure to click the ? next to any setting you’re unsure about for a brief explanation of what that setting does. Take a look at the example of the Sales tab below.
Another important area in QuickBooks Online is our left navigation menu. While the Gear Icon houses many settings, this menu is the meat and potatoes of your business. Viewing your customers, invoices, products, etc., will bring you here. Many titles break out into more specific options by simply hovering over them.
Lastly, let’s look at the +New. Just like it implies, here’s your shortcut to create new forms.
Many of these are available in the left menu, but the +New is your shortcut when you need to create something fast.
That’s only a part of everything covered in this webinar. You'll also learn how to:
- Connect your bank to cut down on data entry
- Find your way around
- Use QuickBooks on your phone
- Enter and track expenses
- Choose the right method for recording sales
Check out dates and times for this webinar and pick what works best for you. Can’t wait to see you there!
Additional Resources:
Edit company settings in QuickBooks Online
What is the difference between an invoice, sales receipt, bill, and statement?
