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Level 1

lists to fill in forms

Where do I find lists that make it easier to fill in forms in QB Online?

2 Comments
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QuickBooks Team

lists to fill in forms

Welcome to the Community, @brownd7.

 

QuickBooks is designed to become a one-stop shop for small business owners like you. Allow me to share some information on how Lists and Forms are handled in QuickBooks Online.

 

May I ask what specific list are you referring to? In QuickBooks Online, you can import Customers and Vendors list, Accounts list (Chart of Accounts)Transactions listProducts and Services list and import customized forms.

 

To view the list, here’s how:

  1. Go to the Gear Icon.
  2. Select All Lists.

To import data, here’s how:

  1. Click the Gear Icon.
  2. Choose Import Data.
  3. Select the data you want to import. 
  4. Follow the rest of the on-screen instructions to complete the importing process.

These articles have tips on how to get the most out of the app’s features, so be sure to check them out in your spare time: https://community.intuit.com/

 

Let me know if this isn’t quite you need, any other details would be helpful too. I’m always here to help you in managing your QuickBooks account.

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Level 1

lists to fill in forms

Thanks.  This did not really address my question but I found my answer by another means.

 

Thanks so much.

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