Customizing QuickBooks Online
# Summary After reading about customizing QuickBooks Online, you'll be able to configure payment terms, create custom fields to track business-specific information, and manage sales tax agencies and filing frequencies for your company. The chapter covers how to modify the Terms List and Payment Methods List to match your business practices, set up Custom Fields like Sales Rep tracking, and establish the correct sales tax configuration by adding state agencies and assigning tax rates to products and customers. You'll also learn how to use Classes to segregate income and expenses by different business segments, such as separating residential and commercial revenue streams.
In this chapter
- Customizing Lists
- Implementing Custom Fields
- Activating Class Tracking
- Setting Up Sales Tax
- Customizing Sales Forms
- Adding Users and Passwords