Quickbooks online is a great way to keep track of your business expenses. Sometimes you don’t have all day to read about ideas to help make your workflow quicker and more efficient. Here are some quick tips that will help in your day to day work.
Choose a highly secure password – the information in QBO is very sensitive info – you don’t want a hacker being able to get into this account
Enter Correct Company Information – your tax ID is a very important piece of information, as well as your company name and address
Make Sure Your Customer Details Are Accurate – this will make it easier down the road for your bookkeeper to handle invoicing and reconciling tasks.
Input Employee Details In The Employees Center – you can better manage payroll deductions, employee benefits, and tax payments
You Can Split Screen Your QBO
While working in QBO if you want to split your screen just press the Windows key and the right arrow for the screen you want right and the Windows key and left arrow for the screen you want left. To reverse the split screen press the Windows key and up arrow.
Use Short-cuts and Company ID Keys – QuickBooks Online is full of short-cut keys to help you take action faster than a super hero. To access the list of short-cuts alongside your Company ID just press CTRL plus Alt plus ?
Securely Share Attachments to your Bookkeeper – Sometimes you just don’t want to share bank statements, etc., through email. QBO gives you a great option!
Step 1 – QBO Gear Icon > Select Attachments > Export
Step 2 – Export Zip Attachments: Check-mark the desired file and Export Zip
I will be posting more tips to make your work with QBO easier and more efficient. If you need help with any of the above, if I can answer any questions about setting up your books in QBO, or you have any other bookkeeping questions, please Schedule a Free Consultation!