QuickBooks Online -Creating Bundles, Managing Users & Tracking Time Flashcards
Creating Bundles, Managing Users & Tracking Time
What subscription is required to use time tracking features in QuickBooks Online?
Essentials Subscriptions
What subscriptions can you bundle 2+ items?
Essentials, Plus & Advanced Subscriptions
Define: Bundle
A collection of products or services that a customer buys from you in a single transaction.
Bundles are also known as?
Group items
How do you create a bundle? (Step by Step)
1- settings -> products & services
2- click the new button to display the products & services in task pane
3- provided name of bundle & description
4- upload picture of the items
5- click display bundle
6- use the table at the bottom of the task pane to ID products & services quantities.
7- save & close
QuickBooks Online has 4 user levels. Please list those 4.
1- Standard
2- Accountant
3- Time tracking
4- View company reports
Please explain the access for Standard?
Each standard user is assigned a role that determines their level of access to your accounting records. I discuss the roles you can assign to each user later in this section.
Please explain the access for Accountants?
Companies are allowed one or two accountant users. The number each company can have depends on the subscription level. Accountant users have full access to almost every aspect of your company by way of the QuickBooks Online Accountant platform.
Please explain the access for Time Tracking
Essentials, Plus, and Advanced companies can have unlimited time tracking users who have access only to time-related features (or QuickBooks Time, if available).
Please explain the access for View Company Reports
Plus and Advanced companies are allowed unlimited View Company Reports users who can view all reports in your company except for those that show payroll or time-tracking contact information.
What subscription can use Time Tracking?
Essentials, Plus, and Advanced
What subscription can not use Time Tracking?
Simple Start
Simple start subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?
Standard user limit: 1
Accountant user limit:1
Time tracking user limit:none
View company reports user limits:none
Essentials subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?
Standard user limit: 3
Accountant user limit:2
Time tracking user limit: unlimited
View company reports user limits: none
Plus subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?
Standard user limit: 5
Accountant user limit:2
Time tracking user limit: unlimited
View company reports user limits: unlimited
Advanced subscription level list the following details according to the level.
Standard user limits?
Accountant user limits?
Time tracking user limits?
View company reports user limits?
Standard user limit: 25
Accountant user limit:2
Time tracking user limit: unlimited
View company reports user limits: unlimited
What features does the Sales area of quick books cover? Please list all 8.
1-invoices
2-estimates
3-sales receipts
4-receive payments
5-credit memo
6-refund receipts
7-delayed credit
8-delayed charges
What features does the expense area of quick books cover? Please list all 4.
1- bills
2- checks
3- bill payments
4-print checks
What feature does the product & services area of quick books cover?
product & services area
What features does the lists area of quick books cover? Please list all 4.
1- employees
2-vendors
3- customers
4- currencies
What features does the Bookkeeping area of quick books cover? Please list all 6.
1- Bank deposit
2- Transfer
3- Bank transactions
4-Tags
5- Rules
6- Receipts
What features does the accounting area of quick books cover? Please list all 4.
1- chart of accounts
2- register
3- reconciliation
4- journal entries
What features does the reports area of quick books cover? Please list all 5.
1- payroll reports
2- sales reports
3- expense reports
4- management reports
5- customer reports
What feature does the time tracking area of quick books cover?
Time tracking
What features does the accounts management area of quick books cover? Please list all 3.
1- access subscription
2-manage users
3- company info
What feature does the payroll area of quick books cover? Please list all 3
1-payroll
2- workers compensation
3- benefits
How do you manage users? Step By Step
1- add user
2- fill in the name first & last & email field
3- choose role
4- add additional permissions if needed
5- send invitation
How do you edit a user? Step by step
1- choose user form list
2- update or modify whatever you need.
3- save & close
How do you delete a user? Step by Step
1- select user
2-scroll to the bottom & click delete
3- the user reappears
How do you reassign the primary admin role? Step by step
1- log in as the primary user
2- settings-> manage users
3- confirm you want to designate as the primary admin
4- click the arrow in the action column to make __ user the primary user.