![]() By connecting them, you can easily track both income and expenses in QuickBooks Online automatically, reducing the amount of data entry required.Ĭonnecting your bank or financial institution also ensures that your account balances are current and reports are accurate. QuickBooks Online gives you the option to connect your bank accounts directly to the software. ![]() How to set up and use the bank connection feature Don’t skip the 30-second tour: While you may want to just jump in and get started, don’t skip the offer for the 30-second tour that pops up on the screen.Ģ.If you plan on selling products in the future, go ahead and choose the Manage your Inventory option now, eliminating the need to add it later. Think ahead: While you may be tempted to just click on the features you’ll use immediately, approach the setup process in terms of where you see your business going.Tips for using the setup feature in QuickBooks Online: When you’re done with this, QuickBooks Online is ready to use. No need to worry if you skip one you can go back and add others later. After logging into QuickBooks Online for the first time, you’ll see a display screen where you can choose the features you’ll be using in the application.Ĭlick on the features you’ll be using. Perhaps the most important task in QuickBooks Online is the initial setup process. During setup, you can choose the features you’ll be using in QuickBooks Online.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |