Quickbooks payroll support phone number5/16/2023 Key information to add here includes: Sales form design and content, invoice automation setup, and VAT details, as well as the year-end date that company reports will use. Your “Account and Settings” menu includes the “Sales” and “Expenses” tabs, and beginners will need to add data to both these pages in order to allow the QuickBooks software to correctly generate reports. Open the Settings gear icon on the top righthand side of your dashboard and select “Account and Settings” from the dropdown, followed by “Company.” This takes you to your company details page, which you can edit to add your company name, logo, contact info, and physical address (both legal and customer-facing). The main user should be the “primary admin,” but you can add other admins or standard users (with customized levels of access). You'll also want to eventually add users as part of your setup. You'll be able to toggle between the two by clicking the Settings gear icon on the top right. If you're a business owner or manager, the business view is best, while the accountant view will rely on accounting-specific jargon and processes. Your QuickBooks dashboard can be configured two different ways: A business view or an accountant view.
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