0

Navigating QuickBooks Online continued

Posted by admin on February 5, 2015 in bookkeeping training, QBO |

Navigating QuickBooks Online continued

Last we went went over the advantages of using QuickBooks Online. Now let’s get to personalizing QuickBooks Online as well as taking the guided tour of the home page.

Personalizing QuickBooks Online

1. Open your QuickBooks Online account

2. Make sure you are on the Home Page

3. In the activities feed on the lower right hand side scroll to today’s date and click the link to Personalize QuickBooks

4. Enter your business data such as what your business sells or provides. Click on Save and Next.

5. Watch QuickBooks Online scan all of the data in its servers to customize the QuickBooks experience for the criteria you selected.

6. Read and absorb what setting QuickBooks customized for you.

Now to Navigating QuicBooks Online and moving around the Home Page

Take the Guided Tour of the Home Page

1. Open your QuickBooks Online account

2. Navigate to the Home Page

3. In the activities feed, which is on the lower right hand side of the page, and scroll to today’s date and click the link to Take a Tour of the Home Page.

4. Read each of the 7 tips as they point out the main components of the Home Page.

Next view the Welcome Guide

1. Open your QuickBooks Online account

2. Navigate to the Home Page

3. Near the center top you will see Get Started with QuickBooks, Beside it is a link for the Welcome Guide.

2. Click on the link and another page will open

3. The new page shows you 10 easy tasks to help you get started

That’s it for today. Next week we will cover recognizing the location of various components of the QuickBooks Online interface

 

Copyright © 2011-2017 Making Sense – Bookkeeping Training for Business Success All rights reserved.