This is a great time saving feature that saves you having to manually input the data. Online Banking IntegrationWith QuickBooks Online’s banking integration, you are able to securely connect and sync your online bank feed, in order to automatically gather financial transactions. The produced information can be printed, emailed, or exported as an Excel file. Next, select a transaction date from a drop-down menu or specify your target date range. If you need to customise the reporting fields you can do so here, if required. To create a report, navigate to Reports from the QuickBooks dashboard and simply select the type of report you need. These reports fall into several different categories: Business Overview, Manage Accounts Receivable, Manage Accounts Payable, Accountant Reports, Reconciliation Reports, Manage Products and Inventory, Review Sales, Review Expenses and Purchases, Manage Sales Tax and Manage Employees.
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QuickBooks Online has an intuitive and user-friendly interface to work with, along with mobile tools for iOS devices and Android powered smartphones and tablets, that provide a more flexible and time-efficient way of managing financial transactions, such as creating invoices, and tracking expenses whilst on the move.īuilt-In ReportsQuickBooks Online has numerous pre-built reports to choose from, which can give a visual representation showing the overall financial health of your business. With QuickBooks Online you can create and manage invoices, print checks, track payments, reconcile banking and credit card transactions, manage bills, and create estimates. QuickBooks Online is a cloud-based financial suite that has been designed for SMBs, to perform accounting, billing and invoicing tasks, from a single platform.
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