quickbooks online settings vs browser settings

* Setting up recurring transactions, regularly-scheduled invoices, bills, etc.

* Creating records for the products and/or services that you sell.

Here, you’ll be able to complete tasks like: One that you’re likely to visit often is All Lists. Some of the links in the Settings window take you to screens that you’ll have to pop into regularly in the course of your daily work. It’s easy to find: just click the gear icon next to your company name in the upper right corner of the screen.įigure 1: You’ll want to explore the Settings window early on in your use of QuickBooks Online, but you’ll often have occasion to revisit it. So it’s a good idea to visit your Settingsscreen early in your QuickBooks Online journey. You’ll want to connect the site to your financial accounts, build a budget, and specify payment terms and types. If you have multiple employees using QuickBooks Online, for example, it has probably occurred to you that not everyone needs to have access to everything in your company file. But you’ll soon discover that those tasks would be easier if you had established all of your Settings first. You can create bills and start paying them or begin to invoice customers or record expenses as soon as you set up an account (though you’ll be adding a lot of data on the fly). And when it gets dark, you’d better know how to turn on the headlights. If it starts raining, you must know where the wiper controls are. But you soon realize that you need to know where the temperature controls and the radio tuner are. You can get into a rental car and just start driving to your destination. You’ll be visiting QuickBooks Online’s Settingsscreen regularly, so it’s good to know what’s there.

Quickbooks online settings vs browser settings