Customizing QuickBooks Online
After reading this chapter, you'll be able to customize QuickBooks Online to match your business operations by modifying the Terms List and Payment Methods list, setting up Custom Fields to track information like sales representatives, and configuring Sales Tax agencies and filing frequencies. The chapter covers how to create date-driven payment terms that calculate due dates based on specific days of the month, add custom fields for capturing additional transaction details, and establish sales tax setup for multiple states with their respective agencies and tax rates. You'll also learn how to activate Classes to segregate income and expenses by revenue streams or departments, and manage user permissions to control what information different team members can access.
In this chapter
- Customizing Lists
- Implementing Custom Fields
- Activating Class Tracking
- Setting Up Sales Tax
- Customizing Sales Forms
- Adding Users and Passwords