![]() QuickBooks has some useful settings to help you keep track of your sales. We’ll also cover who can set up new users, how to set up a new user, and the different user types and access rights you have to choose from. ![]() Let’s go over where to invite your accountant and cover the primary admin for your account and how you can change your primary admin if needed. ![]() You can give users specific permissions so they can only do certain tasks or add new admins who can do pretty much everything. You can add new users to your QuickBooks Online to help with your bookkeeping including your accountant. Reconciliation and Preparing for Tax Season. We have over 100 step-by-step tutorials to help you master QuickBooks. We work for them by providing smarter business tools. #QuickBooks The world’s largest workforce works for themselves. Let’s go over how to add your logo, and record things like your business address and phone number so they’ll be included in communications. This info is used when you communicate with customers and vendors from QuickBooks. Let’s go over how to create, use, and edit bank rules to make categorizing transactions faster.Ĭompany settings is where you enter basic info about your business, like your contact and tax information. Let’s go over where everything is in QuickBooks so you can start using it to manage your business efficiently.Ī bank rule looks at transactions coming in from your bank or credit card and then either adds them to your books automatically or pre-categorizes them for you to review. The world’s largest workforce works for themselves. We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Let’s go over the different types of workflows available in QuickBooks Online Advanced. Workflows help you save time by automating many of these tasks. Repetitive tasks, like sending payment reminders to customers, are time-consuming.
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