A first you can choose allow changes after viewing a

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a. First, you can choose, Allow changes after viewing a warning . This option will warn users that they are about to save a transaction that is dated prior to the closing date. If they choose, they can continue and save the transaction. b. Second, you can choose Allow changes after viewing a warning and entering password . This option warns the user that they are about to save a transaction dated prior to the closing date as well as requires the user to enter a password. This is the best practice to ensure that users do not save entries in previous accounting periods. 3. Enter the password again in the Confirm password field. Now you know that Big Time Fitness cannot make errors in previous periods. 4. Click Save.
QuickBooks Online Certification Guide 108 Date, Time & Warning Settings QuickBooks Online lets you edit the date and time setting within the software. 1. Click Advanced . 2. Click Edit next to the Other preferences settings. 3. Click Date Format . 4. Edit the Date Format for your client needs. 5. Click Save. 6. Select 7. Click Done to close the Company Settings window .
QuickBooks Online Certification Guide 109 Basic Sales Tax Setup Before your clients record any sales or expenses, it’s important to make sure that sales tax is setup. QuickBooks knows the location of your client’s business based on their company information entered during the setup. To complete the setup, you must enable the sales tax option. To turn on sales tax: 1. Click Taxes . 2. Click Set up sales tax . 3. Choose your Province or Territory .
QuickBooks Online Certification Guide 110 4. Add the appropriate tax information for your client’s business. 5. Click Next. QuickBooks confirms the setup of sales tax.
QuickBooks Online Certification Guide 111 Chart of Accounts The chart of accounts is a critical part of QuickBooks Online . Click the Gear icon to view the Chart of Accounts. Who sets up the client file will determine what type of chart of accounts your clients have. The two different scenarios are the following: 1. Client sets up QuickBooks Online : If your clients purchase and setup QBO they will be asked for an industry type and they QBO will setup a chart of accounts for your client. This is convenient for your client because they will have sufficient information to get started. However, if you want to standardize the chart of accounts for all your clients, you will have some work to do. 2. ProAdvisor sets up QuickBooks Online : If you setup you client files from the QuickBooks Online Accountant version QuickBooks will provide you with a minimal chart of accounts. This lets you import or add a standard chart of accounts. Customize invoices To customize invoice templates: 1. Click the Gear icon. 2. Click Custom Form styles .
QuickBooks Online Certification Guide 112 3. Click New Style. d Invoice, Estimate or Sales Receipt 4. There are 2 main elements that you can edit in the customization of forms. They are the Design of the form and the Content the form will contain.
QuickBooks Online Certification Guide 113 5. Click Design

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