Erstellt von Richard Kramer
vor etwa 2 Monate
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Frage | Antworten |
QBO Settings | Company Settings and QBO Chart of Accounts |
Company Settings | Set up company and preferences |
QBO Chart of Accounts | List of all accounts |
QBO Transactions | Inputs into the financial system |
QBO Reports | Outputs of the financial system: Info for decision makers, financial statements, tax returns, and management reports. |
Dashboard | Overview and summary of key information |
Banking | Bank and credit card accounts and transactions |
Sales | Transactions related to customers and sales (Money In) |
Customers and Leads | Customer info and marketing leads |
Cash flow | Money in and out |
Expenses | Transactions related to vendors and expenses (Money Out) |
Projects | Organizes and tracks the timeline and profitability of projects |
Payroll | Employee transactions and payroll (Money Out) |
Time | Time tracking for employee and contractors |
Reports | Summarize output for financial system |
Taxes | Sales tax and possible payroll tax |
Mileage | can track mileage |
Accounting | Chart of accounts |
Capital | Funding through Quick Book Capital or marketplace of partner lenders |
Commerce | Connect QBO company to sales channels |
Apps | Info on apps that work with QBO |
My Accountant | Connects info to business accountant |
QBO Tools | Gear, (+) New, Search |
Gear | Lists various tasks |
(+) New | Lists various transactions that can be created |
Search | Can search for amounts, dates, display names, and more |
QBO Help | ? Help |
Sole proprietorship | 1040 Schedule C |
Partner (LLP) | 1065 |
C corporation | 1120 |
LLC | Can be: Sole - 1040 C, Partner - 1065, of S Corp - 1120 S |
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