How to perform Customers Section tasks in QBO You can use the sales tax center to view the sales tax your business owes and record sales tax payments. You will be taken to the Sales Tax Center.Select Pay Bills to pay an open Vendor Bill.Select Bill to create a new Vendor Bill.Select Purchase Order to create a new Purchase Order.To Create Purchase Orders, Enter Bills, and Pay Bills Common tasks from the Vendors section include: Let’s begin by going over how Daisy can perform some common tasks from the Vendors section of the QBD Home Page right here in QuickBooks Online.
How to perform Vendors Section tasks in QBO We’ll go over the Home Page’s five primary sections (Vendors, Customers, Employees, Company, and Banking), and for each section, I’ll show where you where Daisy can perform the same tasks in QBO. To make this transition easy to understand, let’s use the QBD Home Page (like the one below) as a reference point. This is the quickest shortcut for most tasks in QBO, but the same task can be performed multiple ways in QBO, just as it can in QBD. In this post, I will be showing you and Daisy how to perform tasks primarily using the Quick Create Icon. Most of the actions from the QBD Home Page are performed from the Quick Create Icon (that’s the + icon which turns into an X). And, the best way for Daisy to start is by learning how to get around QBO 2017. Getting familiar with QuickBooks OnlineĮverything starts with a solid foundation. Today, I’ll show you and Daisy the experienced QuickBooks Desktop user’s guide to getting around in QuickBooks Online. However, Daisy shouldn’t panic, because all the actions that Daisy was used to performing in QBD are available and easy-to-find in QBO. How was she going to enter her bills, receive her customer’s payments, record bank deposits, and reconcile her bank accounts? She shuddered at the thought of clicking link after link just for something as simple as entering a vendor bill. Now, that the Home Page is gone, Daisy doesn’t know what to do anymore. For years, the Home Page was the first thing that Daisy saw upon logging in into QBD, and she could use it to perform almost every task she needed, all from one convenient location. But, after converting her business over to QuickBooks Online (QBO), Daisy felt lost because the QBD Home Page was missing. Daisy Flowers has been using QuickBooks Desktop (QBD) for over 10 years, knowing it inside and out.
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