You can then decide what should be memorized to help with bill payments and invoices. To do this: Select Lists, then Memorized Transaction List, then Memorized Transaction, and New Group. It’s a fast way to keep your QuickBooks optimized. To do this: Select the View tab, and then Customize the Icon Bar. To do this: Select the Edit tab, Preferences, and then Desktop View. Recent QuickBooks versions allow for easy customizations. Next, select Save and click Yes to merge accounts. To fix this: Select the name you’re deleting, select Edit, and then change any misspellings to match the correct name.

To do this: Select the Customers tab to add your customer details.ĭuplicate accounts happen when employees misspell customer names, can’t find them and add a new customer name. To do this: Select Your Company, then Chart of Accounts, and Add Banking Information.Įnsure your customer information is correct. You can accept payments from customers using QuickBooks. CompanyĮnsure your Tax ID# and other company details are correct for reporting forms. With regular reconciliations, you won’t fall behind with Accounts Payable. To do this: Select the Online Bill Payment tab. QuickBooks can help you keep track of bills you need to pay. To do this: Use the Online Banking tab, or go to Home, then Bank Accounts, and Add an Account. QuickBooks can integrate with your bank to manage transactions.

Use the QuickBooks Online Banking Feature Tip: When you start using QuickBooks, it can be hard to keep track of payments, loans, and sales revenue. Print what you need and there are no bank fees. To do this: Select the Bank Tab and then select Write Checks. Instead of ordering checks, you can print them through QuickBooks to help with monthly reconciliations. Here are a few finance tips to help you become acclimated with QuickBooks. Starting a small business can be an exciting experience, but if you aren’t familiar with QuickBooks or have a strong finance background, it can be frustrating.

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