How to Use Features and Functions in QuickBooks Online

[#1]

These guides are the source of truth, the what, how, and why behind every feature and function in QuickBooks Online. They provide facts, figures and detailed visual walkthroughs to help you do your QuickBooks accounting quickly and efficiently.

  Invoices and Sales Forms

• How to Customize Invoices
• How to Add Social Media Links to Invoices
• How to Send Paper Invoices

 Processing Transactions

• How to Review Open Invoices and Send Payment Reminders and Balance forward Statements in QuickBooks ...

• How to Use the Undeposited Funds Account
• How to Record Bank Deposits in QuickBooks Online

 Payments and Online Banking

• How to Adjust Your Invoice Payment Terms in QuickBooks Online
• How to Connect a Bank Account for the first time in QuickBooks Online

 Items (Products and Services, Customers, Vendors) and Lists

• How to Create and Manage Lists in QuickBooks Online (coming soon)

 Financial Reports

• How to Customize Financial Reports in QuickBooks Online

Employees

• How to Add Independent Contractors and track them for 1099s in QuickBooks Online

 Staying Organized

• How to Set Reminders in QuickBooks Online (coming soon)

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[tmcsales]

We're interested in the QB Online "Essentials" version. However, we have 2 contractors working for us who do the same work for the same amount each and every month. Could we use the Essentials version or is the "Plus" ver. absolutely required. No one except the bookkeeper needs to fiddle with that - one time per month: this isn't worth $13 extra so can it be managed without the upgrade? Thanks for an insightful opinion on this.

[2456]

This sucks. Can someone call me to help get started? 

[SashaMC]

Welcome to the QuickBooks Community, 2456. I will be delighted to help you! Could you elaborate on which particular areas you would like assistance on, such as reports, vendors, customers, payroll, and so on? In the meantime, to contact our QuickBooks Online Support Team, follow these steps below.

1. Log in to your QBO account, then click on Contact us from the Help menu.
2. Enter your question or concern under the What can we help you with? page.
3. Tap on Let's talk.
4. Choose a way to connect with support.For the support's hours, check out this page: Support hours. Please leave a comment below if you have any other questions. I'm more than happy to help. Have an awesome weekend!