{"id":64,"date":"2015-06-25T13:15:45","date_gmt":"2015-06-25T13:15:45","guid":{"rendered":"http:\/\/cpamorey.com\/blog\/?p=64"},"modified":"2015-06-25T13:15:45","modified_gmt":"2015-06-25T13:15:45","slug":"quickbooks-online-for-orange-county-businesses","status":"publish","type":"post","link":"https:\/\/cpamorey.com\/blog\/quickbooks-online-for-orange-county-businesses\/","title":{"rendered":"QuickBooks Online for Orange County Businesses"},"content":{"rendered":"

Switching from QuickBooks desktop or starting fresh with QuickBooks Online?\u00a0<\/em><\/strong><\/p>\n

\"QBO\"<\/a>Whether or not you\u2019ve ever used accounting software, we think you\u2019ll like using QuickBooks Online. It was designed for small businesses who have little or no accounting experience, and its user interface and navigation should be familiar to anyone who\u2019s been around websites.<\/p>\n

We do have to say, though, that if you\u2019ve never used any accounting applications, some upfront training with us might be in order. Once you get used to how your Excel-and-paper accounting system translates to the web, you should do fine. But you\u2019ll save a lot of time and avoid frustration if you learn the basics before you start entering your own company data. It\u2019s easier to explain how things work before you attempt them than to try to untangle a tangled-up company file.<\/p>\n

That said, let\u2019s look at what you\u2019ll see on the home page when you first sign into QuickBooks Online.<\/p>\n

QuickBooks Online\u2019s home page was designed to give you a quick look at what\u2019s happening with your company\u2019s money. By checking it first thing every morning, you\u2019ll know whether something needs attention immediately. If it does, you can use the links provided here to take care of business.<\/p>\n

Using graphs and numbers, the home page gives you the bottom line on your income, expenses, and profit and loss. You can click on practically anything here to see the detail behind the totals \u2013 and to do something about it if necessary.<\/p>\n

The left vertical pane contains your main navigational toolbar. Click on any link here, and you\u2019ll either go straight to that section \u2013 like Customers and Reports \u2013 or you\u2019ll get to choose from a number of sub-pages (Taxes | Sales Tax or Payroll Tax, for example). Clicking on Home always takes you back to the home page.<\/p>\n

In the upper right corner, you\u2019ll find the Help icon, which gives you access to QuickBooks Online\u2019s searchable help files. If you\u2019re a new user and we haven\u2019t done any training with you, you\u2019re likely to find that these brief explanations don\u2019t answer all of your questions or don\u2019t answer them thoroughly enough. Let us help when that occurs.<\/p>\n

It\u2019s a good idea to explore these options early in your QuickBooks Online life:<\/p>\n

In Company Settings, you can make your preferences known about many aspects of the site. For example, you can establish the payment terms that will appear automatically on sales forms, and turn fields like Shipping and Discount on or off. You can set up an account with QuickBooks Payments so your company can accept credit cards, and you can choose whether or not to use Classes to categorize transactions (we can work with you on these in training).<\/p>\n

Another important item here is Manage Users, which lets you set limits on what other staff can and can\u2019t do in QuickBooks Online.<\/p>\n

Directly below the two links in the upper right corner of the home page is a list of your bank accounts and their balances. Since QuickBooks Online can be connected to your online financial accounts, you may see two numbers here: your bank balance according to the bank and to QuickBooks Online.<\/p>\n

The most recent Activities will be displayed below your account balances. You\u2019ll see a list of all actions that have been taken by anyone with access to the site, like invoices created and\/or sent, and bills paid.<\/p>\n

Finally, QuickBooks Online includes a handy navigational tool at the top of the screen that contains three icons. The magnifying glass gives you access to the site\u2019s search tool. Clicking on the + sign opens shortcuts to transaction screens and other commonly-used features. And the third icon displays the most recent transactions processed.<\/p>\n

That\u2019s it. Your accounting workflow will make use of the countless other pages within the site, but QuickBooks Online\u2019s home page does a good job of showing you the lay of the land.<\/p>\n","protected":false},"excerpt":{"rendered":"

Switching from QuickBooks desktop or starting fresh with QuickBooks Online?\u00a0 Whether or not you\u2019ve ever used accounting software, we think you\u2019ll like using QuickBooks Online. It was designed for small businesses who have little or no accounting experience, and its user interface and navigation should be familiar to anyone who\u2019s been around websites. We do […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[],"tags":[],"_links":{"self":[{"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/posts\/64"}],"collection":[{"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/comments?post=64"}],"version-history":[{"count":1,"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/posts\/64\/revisions"}],"predecessor-version":[{"id":66,"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/posts\/64\/revisions\/66"}],"wp:attachment":[{"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/media?parent=64"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/categories?post=64"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cpamorey.com\/blog\/wp-json\/wp\/v2\/tags?post=64"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}