How To Use QuickBooks Online - MaribelLingbao - AdaptableVirtualProfessional

How to Use
Tutorials by: Maribel Lingbao
Open your browser. Choose any browser below
Go to https://qbo.intuit.com.
This will redirect you to Sign- in process.
Type your user ID
Type your Password
Hit the Sign In Button
Wait. No Quickbooks account?

Let us create a New Account.
Click on the Sign Up Button to create an account.
You will be redirect to this site:

http://quickbooks.intuit.com/signup/
10
Choose the type of product that suits your need.
11
For this tutorial, let us use Essentials
12
Click on Try It Free
13
Wait while loading.
14
After loading, this form will appear
15
Enter your Email Address
16
Type your User ID
17
Type your First Name
18
Type also your Last Name
19
Type a unique Password for security purposes
20
Click the Sign Up button
21
Pop- up window will appear
22
Click on Continue to Trial button for this tutorial
23
Wait while it process the request.
24
Voila! Its now ready to Set-up a Company.
25
This is the look of the site after successful Sign up
26
Lets now learn

How to Set- up a Company using Quickbooks
Online
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Type the Name of your company
28
Type the Address of your company
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Type the City where your company are in.
30
Click the arrow down to choose a State
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Enter the ZIP Code of your companys location
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Enter the Phone Number of your company
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Attach a Company Logo if available
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Click Save and Next Button
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Next, Let us Set- up Quickbooks
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Type what industry your company belong
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Choose what category to sell
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Click Save and Next
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It will bring you to this window
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Click Save and Next button
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Congratulations! You are now ready to use

Quickbooks Online.
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Its now time to learn more features
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Invoicing is very much important in every business.
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This is the process where you as a seller can

create or provide documents to the buyer
listing the goods or services you supplied.
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Now, be ready to learn
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How to Create and Send Invoices
to Clients/Customers
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Upon signing in, new window will open
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Click the (+) Plus Sign
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Choose Invoice
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Type the details in your invoice.
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Click on Choose a Customer
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Lets say your new Client is Bill Gates
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Type Bill Gates on the Choose Customer tab
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Ignore the Suggested Business matches
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Instead Hit the Tab button on your keyboard
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This will bring you to the New Customer window
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Click on details to input your customer details
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Customer Information window will appear
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First Name ,Last Name and Display names will

automatically be filled-up
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Type the email address of your customer
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Type the company name or you may leave it blank
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Check Use display name if you want your Display name

to be printed on Check
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Input also the Phone, Mobile and Fax number of the

customer
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Type the website address of the customer
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Check the box if it is a sub-customer
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If it is a sub-customer, enter Parent Customer
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Choose whom to Bill the Invoice
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Type the Billing Address
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Type the Shipping Address
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If the same with Billing Address, Check on the box.
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Click on Save
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It will return you to this window
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Details on the box will automatically appear
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But you may change the Invoice Date
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Due date will automatically be changed also.
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Fill out the details of Orders below:
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Click on Product/Service
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Click on the Arrow to choose a Product or Service
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Scroll down to look for types of Product/Services
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For this tutorial, let us click on Services
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Click on Description Box
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Input the type of service
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Enter No. of Qty. For this tutorial, let us enter 1
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Enter your Rate. Let us say 1,000.00
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Amount will be automatically computed
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Click on the Box if it is Taxable.
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For this tutorial , lets consider that there will be no

additional tax to be billed to the customer.
So, let us just leave the box unchecked.
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Sub- total will then be computed.
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This is now the Total Amount Due of the Customer
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You can also add Message to display in your invoice
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You may input Memos or Remarks in your invoice.
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You can also add attachments.
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Click on Save Button to Save the Invoice
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Wait while loading
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Wait until invoice is saved
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You can also Print or Preview the invoice you

created.
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Click Print or Preview
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Choose Print or Preview
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New window will appear
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Click Print Button
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Click Print Button
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There you go, You successfully created a Copy of

Invoice for your Customer.
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Thank You!
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How To Use QuickBooks Online - MaribelLingbao - AdaptableVirtualProfessional

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How to Use

Tutorials by: Maribel Lingbao

Open your browser. Choose any browser below

Tutorials by: Maribel Lingbao

Tutorials by: Maribel Lingbao

This will redirect you to Sign- in process.

Tutorials by: Maribel Lingbao

Type your user ID

Tutorials by: Maribel Lingbao

Type your Password

Tutorials by: Maribel Lingbao

Hit the Sign In Button

Tutorials by: Maribel Lingbao

Wait. No Quickbooks account?

Tutorials by: Maribel Lingbao

Click on the Sign Up Button to create an account.

Tutorials by: Maribel Lingbao

You will be redirect to this site:

Tutorials by: Maribel Lingbao

Choose the type of product that suits your need.

Tutorials by: Maribel Lingbao

For this tutorial, let us use Essentials

Tutorials by: Maribel Lingbao

Click on Try It Free

Tutorials by: Maribel Lingbao

Wait while loading.

Tutorials by: Maribel Lingbao

After loading, this form will appear

Tutorials by: Maribel Lingbao

Enter your Email Address

Tutorials by: Maribel Lingbao

Type your User ID

Tutorials by: Maribel Lingbao

Type your First Name

Tutorials by: Maribel Lingbao

Type also your Last Name

Tutorials by: Maribel Lingbao

Type a unique Password for security purposes

Tutorials by: Maribel Lingbao

Click the Sign Up button

Tutorials by: Maribel Lingbao

Pop- up window will appear

Tutorials by: Maribel Lingbao

Click on Continue to Trial button for this tutorial

Tutorials by: Maribel Lingbao

Wait while it process the request.

Tutorials by: Maribel Lingbao

Voila! Its now ready to Set-up a Company.

Tutorials by: Maribel Lingbao

This is the look of the site after successful Sign up

Tutorials by: Maribel Lingbao

Lets now learn

Tutorials by: Maribel Lingbao

Type the Name of your company

Tutorials by: Maribel Lingbao

Type the Address of your company

Tutorials by: Maribel Lingbao

Type the City where your company are in.

Tutorials by: Maribel Lingbao

Click the arrow down to choose a State

Tutorials by: Maribel Lingbao

Enter the ZIP Code of your companys location

Tutorials by: Maribel Lingbao