Section 1 – General Tips and Shortcuts
It's important that a QuickBooks Online company file is set up correctly, reflecting the financial position of an organization at the point that QuickBooks Online was put into use.
Once the initial Opening Balances are in place, review the general setup of the QuickBooks company, ensuring that it contains just the right amount of account categories. Too few, and it can be a struggle to code transactions; too many, and reporting can become a little messy.
As QuickBooks is used each day, there are a few little tips that can generally save time no matter what type of business you have. So, just for starters, we'll advise you of some of those.
This section comprises the following chapters:
- Chapter 1, Creating and Reviewing Opening Balances in QuickBooks Online
- Chapter 2, Useful Tips and Tricks Every QuickBooks User Should Know
