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Join nowI'm brand new and trying to get set up. I plan to begin using QB online and online payroll the first of the year. We have been in business 32 years (landscapers) and I've used the same accounting software (local company who is closing down) the whole time so I'm in an "old dog new tricks" scenario. I use industry-specific software for customer data, billing, and accounts receivable so I won't be using QB for those tasks. The accounting tasks I need from QB are general ledger, accounts payable, and payroll. I will manually input sales figures monthly from the industry software. I feel like I need help with the set up to insure that it's done correctly. Does QB offer that? All I can find is "live bookkeeping", which I don't need.
Yes, QuickBooks offers you all of that, prquinn.
I'd be glad to assist you with adding a new general ledger account in QuickBooks Online. Here are the instructions below:
With these steps, you now create a new ledger account in QBO.
Here are articles that provide information about managing your Accounts Payable, Setting up Payroll, and why general ledger is important:
There you have it! I'm just a post away if there's anything else you need with managing your accounts in QuickBooks.
You may use QBO Essentials or Plus.
https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo
Which billing app do you have? If they don't offer any integration to QBO, you may utilize an importer tool to speed up your works.
https:// transactionpro.grsm.io/qbo
That doesn't help. I have already found (and have read) all the articles you included. I guess I'm going to have to call customer service for answers.
My billing software is not integrated with QB but I'm not concerned about manually entering data monthly. I've been doing that for years and it's not a big deal because I don't enter detail, only account totals.
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