quickbooks online settings to allow syncing with apps

Each setup interview has simple, straightforward questions about what you’re looking to do and how you’re planning to use the function you're using at that time. When it's your first time creating a report, a setup interview window will open for you. How to set up Advanced settings Option 2: Configure settings as you work Navigate using the sections on the left menu and edit as necessary.Ĭheck out these videos for more details on how to set up sales, expense, and advanced settings:.There are two ways to start your QuickBooks setup: Option 1: Go through the list of company settings and set them at once QuickBooks Online determines what information it displays by each user’s access rights. Note: The dashboard view may vary from one company user to another. With this tab you can track Cash Flow, your business’ profitability with profit and loss, expenses, invoices and sales widgets, and see all your connected bank account balances in one place. Truly own your business and gain massive insights at a glance with Business overview. This tab allows you to quickly set up customers, review banking and expenses, and check on your payroll health. Get things doneĬreate an invoice, review banking transactions or record a bill on the fly with the Get things done ( Take me there) tab. We’ve sorted critical actions such as set up, get things done, and explore how my business is doing, into different pages to help minimize information overload and make set up a breeze. These tabs focus on your main reasons for using QuickBooks Online to help speed up the work. The QuickBooks dashboard includes two different tabs: Get things done ( Take me there) and Business overview.

Quickbooks online settings to allow syncing with apps