Small Business User Guide - Wizxpert

Page 88

Starting Out with QuickBooks Online

Creating and Sending Quotes on an iPad/iPhone 1. To create quotes on an iPad/iPhone tap the plus sign and select quotes. 2. Choose the customer, enter the relevant details for the quote and send the quote on the spot to your customer via email.

Once the Quote has been saved, the potential Customer can accept the quote by signing their Acceptance directly onto the screen of the tablet.

© 2018 Intuit Australia Pty Limited

Page 88 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
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.