Introduction to the Online Version of QuickBooks for Bookkeepers and Accountants
QuickBooks (QB) helps companies with bookkeeping, accounting, payroll, inventory, and other financial tasks. QuickBooks generates financial statements and reports. QB was created by California-based Intuit to automate accounting and paperwork.
Templates for charts, business plans, invoicing, and spreadsheets are available in QB. Automating business check signatures (scanned and uploaded for use) saves company owners time and effort. Integration with other apps is another benefit of QB. Its user interface is simple and can explain all its functions. Learn how to install QuickBooks Import Excel and CSV Toolkit easily.
Key QuickBooks Features
QuickBooks (QB) is a reliable accounting program with many features. Key elements that appeal to small enterprises include:
Bank transactions are automatically uploaded and categorized by QB Online when you connect your bank account. Because it handles everything, human data entering mistakes are eliminated.
Accounting Reports: QB Custom Reports make tracking business growth simpler than ever. It stores all your info in one place for easy access. The Accountant verifies all transactional information and bank statements, making tax filing easy and accurate.
Multiple Users: You may offer your workers different QB Online access levels. This boosts diversity-team cooperation at your firm. This access lets users construct department QB Custom Reports.
Payments & Cash Flow Management: Send your customer an invoice or statement and let them pay with a credit card or bank transfer using the QB Online Payment System to be paid quicker. QB offers online bill payment. After setting up your bank account, you won’t need envelopes, stamps, or paper checks. Participating banks let you download your monthly statement for convenience.
Support: QB Professionals answer any issues for free, unlimited help. QB offers seminars, videos, an online forum, and other resources to become a QB expert.