AN INTRODUCTION TO QUICKBOOKS ONLINE Getting Started Guide Copyright C

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AN INTRODUCTION TO QUICKBOOKS ONLINE Getting Started Guide
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Getting Started Guide Table of Contents 1 TABLE OF CONTENTS Introduction to QuickBooks Online ....................................................................3Case Study .........................................................................................................4Setting up QuickBooks Online ............................................................................5Navigating QuickBooks Online .........................................................................11Take the QuickBooks Online Tour ..........................................................................11Take the QuickBooks Online ipad/iphone Tour .........................................................14Company Setup ................................................................................................18Company Settings ...............................................................................................18Manage Users .....................................................................................................19Multiple Currencies ..............................................................................................22Importing Your Data ........................................................................................23Customers ..........................................................................................................24Suppliers ............................................................................................................26Chart of Accounts ................................................................................................26Products/Services ................................................................................................26Downloading Transactions: Linking your Bank Accounts ..................................28Linking your Bank Accounts or Credit Cards for Automatic Bank Feeds .......................29Importing your Bank Transactions .........................................................................31Setting up Bank Rules ..........................................................................................32Creating and managing Quotes ........................................................................34Creating Quotes ..................................................................................................34Creating and Sending Quotes on a ipad/iphone .......................................................35Creating and Managing Invoices ......................................................................37Creating Invoices ................................................................................................37Managing Invoices ...............................................................................................38Creating Invoices on a ipad/iphone ........................................................................39Customising Invoices ...........................................................................................40
Getting Started Guide Table of Contents 2 Receiving Payment ...........................................................................................42Accept payments with PayPal app ....................................................................44Before installing the PayPal App you need to ..........................................................44Install the PayPal App ..........................................................................................45Configure the PayPal App .....................................................................................47Manage the PayPal App settings ............................................................................51Sending an invoice and receiving payment .............................................................51What your Customer sees ....................................................................................54Expense and Transfer entries ................................................................................56Reconciling the PayPal Bank account .....................................................................57Organise and Track Expenses ...........................................................................59Expense Transactions ..........................................................................................59Bills ...................................................................................................................61Other Types of Supplier Related Transactions .........................................................61Capturing Expenses on a ipad/iphone ....................................................................62Managing Bills ....................................................................................................63Running Reports ..............................................................................................65Profit & Loss / Balance Sheet ................................................................................65Automated Reports..............................................................................................65Customising Reports ............................................................................................67Run reports on a ipad/iphone ................................................................................69Audit Log ..........................................................................................................70QuickBooks Online Payroll ...............................................................................71Getting Support ................................................................................................81Providing Feedback ..........................................................................................82
Getting Started Guide Company Setup 3 INTRODUCTION TO QUICKBOOKS ONLINE QuickBooks Online

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