Quickbooks Online Setup and Preferences 2013

  • Sharebar




Importing Data from QB Desktop will be the first thing we cover.
With the Online Plus Account, you will be able to import Transactions and Lists.

Quick Tips for Quickbooks Online Import from Desktop

-Transactions and Lists
-Must be within 60 days when Registering
-Use Internet Explorer
-Must be less than 140mb


Here are the Action Steps to Importing from Quickbooks Desktop:

– QB Desktop + File + Utilities + Rebuild Data
– QB Desktop + File + Utilities + Verify Data
– QB Desktop + File + Utilities + Copy Company File for QB Online
– QB Online (Using Internet Explorer) + Company + More + Import QB Desktop Data
– Follow On Screen Instructions
– Install ActiveX control

Quickbooks Company Preferences Setup

Go to Company, then Preferences
(Navigation on the Left or Scroll to the right)
Save button for everything

Company Information:
Including all legal information such as DBA, Tax ID
Other cool features such as email alerts.

Categories:
A. Location Tracking:
Will help you get more detailed reports about separate divisions such as locations. So income and bills can be segregate to see which location is performing better. Can be changed to anything, but locations is used as example

B. Class Tracking
Put a preference whether or not multiple classes are allowed or single one for each transaction. It’s Another way to separate Sales Reps and get detailed reports on which sales rep is performing better.

Products and Services:
Determine whether you are using items for sales and/or purchases and other tracking tools such as Quantity and Price/Rate, and also Quantity on Hand for inventory tracking.

Sales Form Entry:
Screen settings for entering data all related to sales for On Screen only (not final output which is forms below)

Form Delivery Settings:
Customized Forms is where I deal with mainly. (Will show more details in future video )
You can also customize the delivery method (I usually do email)
Customize Messages that go in those forms and emails which now you can not only do PDF but even HTML coding to enhance the look.

Invoice Automation, Accepting Credit Cards, and Accept Online Payments will be in Future Video details

Vendors and Purchases:
This section is pretty standard.
One feature to use is the expenses by customer which is called “customer job”.

Use Billable expenses to indicate that a certain expenses is billable to a client such as a Lawyer charging his client for court fees on their behalf.

Time Tracking:
An employee can input their own track timing but not other users.
You can also set rate for different times and also have customer billable for the time spent on a client.
Another neat feature is the 1 st day of Work Week

Payroll (will cover in future video)

Reports
Make Default for either cash or accrual depending on how you operation your business.

You can Integrate Text Wrapping in Reports so you can see everything unlike before.

Back to Learning Quickbooks Tutorial