Small Business User Guide - Wizxpert

Starting Out with QuickBooks Online

3. Company File Setup Many options for customising QuickBooks Online can be accessed by clicking on the Gear icon in the top right corner. You can customise the options regarding how QuickBooks Online operates based on the best fit for your business in Company Settings. To access this area, click Gear icon > Settings > Company Settings.

You will also find many other tool and customisations options from the Gear icon.

Page 14 of 95

Turn static files into dynamic content formats.

Create a flipbook

Small Business User Guide - Wizxpert

Articles inside

Automated Reports

Creating and Sending Quotes on an iPad/iPhone

Processing GST in the New Tax Centre

Customising Reports

Report Groups

GST Exception Detail

Completing the BAS

Banking Reconciliation Tools

10. Bank Reconciliation

Setup a Pay Run

Create and track your projects

7. Projects

Pay Run Settings

6. Budgets

Recurring transactions

Customising Invoices

Receiving Payment of Invoices

Linking Bank Accounts or Credit Cards for Automatic Bank Feeds

Importing Bank Transactions

Creating and Managing Invoices

Products and Services

Setting up Bank Rules

Customers Import

Importing Data

GST Setup

Using the Tax Centre

Managing Users

3. Company File Setup

Accounts

Our case study for today’s training

Multi-Currency

Taxable Payments Annual Report (TPARS