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If you’re unsure, you can initially opt not to connect your accounts and instead do so later, when you’re ready.
Decide whether or not to connect your accounts: Many users are initially squeamish about connecting their bank accounts to QuickBooks Online, citing security concerns. Tips for connecting your bank accounts in QuickBooks Online: 
You can repeat these three steps for each account you wish to connect.
Youtube quickbooks 2013 tutorial download#
Once you choose the account(s) you wish to connect, QuickBooks will automatically download transactions for the last 90 days, and it will continue to automatically download transactions on a regular basis, ensuring that your balances are always up to date.
Once connected, choose the account(s) you wish to connect. Youtube quickbooks 2013 tutorial password#
Log in to the bank account with your username and password for the account. Choose the financial institution you wish to connect. Source: QuickBooks Online software.Ĭonnecting your accounts is a three-step process: The Connect feature in QuickBooks Online lets you connect all of your bank accounts. By connecting them, you can easily track both income and expenses in QuickBooks Online automatically, reducing the amount of data entry required.Ĭonnecting your bank or financial institution also ensures that your account balances are current and reports are accurate. QuickBooks Online gives you the option to connect your bank accounts directly to the software. Youtube quickbooks 2013 tutorial how to#
How to set up and use the bank connection feature Don’t skip the 30-second tour: While you may want to just jump in and get started, don’t skip the offer for the 30-second tour that pops up on the screen.Ģ.
If you plan on selling products in the future, go ahead and choose the Manage your Inventory option now, eliminating the need to add it later.
Think ahead: While you may be tempted to just click on the features you’ll use immediately, approach the setup process in terms of where you see your business going. Tips for using the setup feature in QuickBooks Online: When you’re done with this, QuickBooks Online is ready to use. No need to worry if you skip one you can go back and add others later. After logging into QuickBooks Online for the first time, you’ll see a display screen where you can choose the features you’ll be using in the application.Ĭlick on the features you’ll be using. Perhaps the most important task in QuickBooks Online is the initial setup process. 4.During setup, you can choose the features you’ll be using in QuickBooks Online. Importing a Downloaded Chart of Accounts. Converting from Quicken Home & Business. Converting from Another Program to QuickBooks. 
Reopening the QuickBooks Setup Dialog Box. Move data between QuickBooks, Microsoft Office, and other programs. Rely on QuickBooks’ Search and Find features, as well as the Vendor, Customer, Inventory, and Employee Centers. Use QuickBooks to create and reuse bills, invoices, sales receipts, and timesheets. Examine budgets and actual spending, income, inventory, assets, and liabilities. Track everything from billable time and expenses to income and profit. Set up your accounts, customers, jobs, and invoice items quickly. You get step-by-step instructions on how and when to use specific features, along with basic accounting advice to guide you through the learning process. Youtube quickbooks 2013 tutorial manual#
Your bookkeeping workflow will be smoother and faster with QuickBooks 2013 for Windows, and as the program's Official Guide, this Missing Manual puts you firmly in control. The Official Intuit Guide to QuickBooks 2013 for Windows
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