Need to Set Up Users in QuickBooks Online?

April 2017 QuickBooks® Online Newsletter

QBO-logoYour employees probably don’t need access to every corner of QuickBooks Online. Here’s how to set limits.

One of the best attributes of QuickBooks Online is that multiple users can access it without having software installed on their PCs. No more paying up front for a boxed copy that you’ll store on your hard drive. You just pay a monthly subscription fee.

Unless you assign specific access rights to your users, though, they’ll be able to see and do everything that you see and do on the site. You undoubtedly trust your employees or you wouldn’t have hired them, but it’s just good business practice to restrict individuals to their specific work areas. You probably did the same thing if you ever ran a manual accounting system.

QuickBooks Online makes this easy. Once you’ve set up individuals for a specific set of screen permissions, that’s all they’ll see when they log in with their user names and passwords. Here’s how it works. Continue reading

Setting Up Users in QuickBooks

March 2017 QuickBooks® Newsletter

QBC newsletter logoIf you plan to have multiple employees using QuickBooks, you can limit their access to specific areas.

Controlling access to your QuickBooks company file is easy when you’re a one-person accounting department. You simply use one password to protect your data.

However, when you add new employees to the mix, do you want them to have access to absolutely everything in QuickBooks? Probably not. You have confidence in your employees or you wouldn’t have hired them, but this isn’t solely a matter of trust. It’s just good business practice to restrict individuals to specific areas and responsibilities–no matter what the application.

That’s why QuickBooks has built-in tools to help you limit activity. Here’s how it works. Continue reading

Your First Hour with QuickBooks Online

March 2017 QuickBooks® Online Newsletter

QBO-logoWhether you’re just launching a business or you’re going online with an existing company, take some time to get acquainted with QuickBooks Online.

Your first hour with any web-based application is probably spent exploring and clicking buttons, links and other navigation tools to get the lay of the land.

QuickBooks Online should be no different. In fact, it’s even more important to take it slow when you’re using an accounting solution. If you start entering data without understanding how everything works together, you may make mistakes early on that will be difficult to undo down the road. Continue reading

March 2017 QuickBooks Tip

by Nicole Dragon, staff accountant

QuickBooks Online Tip: QuickBooks Online homepage

Have you ever actually noticed what is on the homepage when you login to QuickBooks Online? Most of us login and immediately race the cursor to the toolbars or icons to get where we need to go. Try taking a few minutes to peruse what information is easily accessible from the homepage. The top row alone offers interactive graphs displaying profit and loss and expenses. Simply clicking on the P & L bar graph brings you to your report. The expense pie chart provides an instant visual of which expenses are eating your budget and a single click can provide more details specific to each expense. While the information available on your homepage cannot be customized yet, there is a drop down in the corner of each box to easily edit the time period. Also, be sure to remember the privacy switch to the right of your company logo on the homepage for when you are working in public places!

QuickBooks Desktop Tip: Shortcuts to save time

Everyone enjoys learning shortcuts and easy ways to save time manipulating software. Here are two simple tricks to save a few clicks in QuickBooks:

  1. Escape! Instead of finding the small “x” in the corner of the screen, hit the escape button to close whatever report or list you are looking at.
  2. Also, try customizing the Run Favorite Reports option on the far left of your screen. It is quite useful for when you realize you used the previous tip too soon and still need that report. You can add or remove reports for easy access to eliminate having to find the icon at the top of the screen and drill down to what you need.

QuickBooks Customize Reports screen
Have a QuickBooks question? Call one of our talented QuickBooks ProAdvisors.

Using Custom Fields and Classes in QuickBooks Online

February 2017 QuickBooks® Online Newsletter

QBO-logoQBO’s tools are generic enough that myriad businesses can use it. But custom fields and classes help you shape it to meet your specific needs.

Small business accounting is not a one-size-fits-all proposition. Your company is unique in that sense; you have your own customers and products, vendors and services. Your requirements for your accounting application—what it must do and how it does that—is unlike anyone else’s.

QuickBooks Online contains a standard set of features that can accommodate a broad cross-section of the millions of small businesses in the U.S. It also offers customization options that you can use to make it your own. Two of these are custom fields and classes. Continue reading