Small Business User Guide - Wizxpert

Page 27

Starting Out with QuickBooks Online

Products and Services This section takes us through how to set up products and services list in QuickBooks Online. The products and services list represents the list of products and/or services that you sell. You will use items from the products and services list when you create customer invoices, enter purchase orders, and work with inventory. When completing an invoice, a product or service must be created. This can be done on the fly. Note: Inventory Item will only display as a selection option in QuickBooks Online Version Plus and if Inventory Tracking has been turned on.

When setting up a new file, the default Products and Services created by default are ‘Hours’ and ‘Services’. Additional Products and Services can be manually created. To locate the Products and Services list, select the Gear icon > Lists > Products and Services.

Select New from the top right of the screen. Once the appropriate type has been selected, complete the setup process.

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Automated Reports

1min
page 84

Creating and Sending Quotes on an iPad/iPhone

1min
pages 88-90

Processing GST in the New Tax Centre

1min
pages 78-80

Customising Reports

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page 82

Report Groups

0
page 83

GST Exception Detail

0
page 77

Completing the BAS

0
page 76

Banking Reconciliation Tools

2min
pages 71-73

10. Bank Reconciliation

0
page 70

Setup a Pay Run

2min
pages 65-66

Create and track your projects

0
page 56

7. Projects

1min
pages 53-54

Pay Run Settings

1min
pages 62-63

6. Budgets

1min
page 51

Recurring transactions

0
page 44

Customising Invoices

0
page 40

Receiving Payment of Invoices

0
page 39

Linking Bank Accounts or Credit Cards for Automatic Bank Feeds

1min
pages 30-31

Importing Bank Transactions

1min
page 32

Creating and Managing Invoices

0
page 38

Products and Services

2min
pages 27-28

Setting up Bank Rules

1min
page 35

Customers Import

1min
page 26

Importing Data

0
page 25

GST Setup

1min
page 15

Using the Tax Centre

0
page 16

Managing Users

3min
pages 20-23

3. Company File Setup

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page 14

Accounts

1min
page 17

Our case study for today’s training

0
page 9

Multi-Currency

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page 24

Taxable Payments Annual Report (TPARS

2min
pages 18-19
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