Small Business User Guide - Wizxpert

Page 53

Starting Out with QuickBooks Online

7. Projects Projects help you organise all the pieces that make up a project, including transactions, time, and running reports so you always know how your project’s doing. Quickly access your active projects, assign transactions to them, and get project-specific reports like Project Profitability, Unbilled Time and Expenses, Non-billable Time and the Transactions tab for sales related transactions.

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Page 53 of 95


Turn static files into dynamic content formats.

Create a flipbook

Articles inside

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

0
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

0
page 14

Accounts

1min
page 17

Our case study for today’s training

0
page 9

Multi-Currency

0
page 24

Taxable Payments Annual Report (TPARS

2min
pages 18-19
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