![]() Payments - Here, you’ll be able to set up a merchant account so you can accept credit cards and bank transfers from customers through QuickBooks Online. ![]() Will you be using purchase orders? What will your default bill payment terms be? ![]() You can choose to, for example, track expenses and items by customer and make them billable. You can also access the site’s tools for customizing the design and layout of your sales forms (invoices, receipts, etc.).Įxpenses - You’ll toggle expense-related tools on and off here. Shipping Custom fields and transaction numbers Discounts Quantity and price/rate Inventory quantity on hand For example, you can specify preferred invoice terms and delivery method, and indicate whether to turn on features like: Sales - You can do a lot of customizing here that will affect your company’s selling activities. This page is divided into five sections, accessible by clicking on one of the tabs below:Ĭompany - Your company’s name and contact information appears here, as well as identifying details like the tax form you file, as well as your industry. The first screen you should visit is Account and Settings. When you click on the small gear icon in the upper right corner of QuickBooks Online, this window containing the site’s many options will open.
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