Customizing QuickBooks Online
# Summary of Customizing QuickBooks Online After reading this content, you will be able to configure QuickBooks Online to match your business operations by setting up sales tax agencies, creating products and services, and managing user access. The chapter covers essential setup tasks including configuring sales tax for multiple jurisdictions using the Sales Tax Center, establishing your Products and Services list to track what you sell and how it's taxed, and managing different item types such as inventory, non-inventory, and service items. You'll also learn how QuickBooks Online automatically calculates and applies sales tax on invoices based on customer location and item taxability, ensuring accurate tax tracking and reporting.
In this chapter
- Setting Up Sales Tax
- Adding State Agencies
- The Sales Tax Center
- Applying Sales Tax on Forms
- Setting Up Products and Services
- Product and Service Categories
- Service Items
- Non-Inventory Products
- Inventory Products
- Bundles
- Customizing Lists
- Implementing Custom Fields
- Activating Class Tracking
- Adding Users and Passwords
- Accounting Firm Users
- Do It Yourself