QuickBooks Online For Dummies, 5th Edition

Chapter 4

Managing List Information

IN THIS CHAPTER

Adding new list entries by typing or importing

Searching lists for people

Changing settings for lists

Displaying other lists

Like its cousin the QuickBooks Desktop product, QBO relies on lists to help you store background information that you’ll use again and again. For the most part, you enter information about the people with whom you do business — customers, vendors, and employees — and the stuff you sell or buy. But you also store other background information in lists, such as the accounts your company uses and the payment methods your company accepts. In this chapter, you’ll find information that you need to set up customers and vendors, as well as setting up items you sell or buy. Finally, at the end of the chapter, you learn where to find other lists you might need.

Importing People into a List

If you’ve been running your business for a while, you probably have lists of customers and vendors. If they’re stored electronically, you might be able to save yourself some setup time in QBO if you import them. And, because most ...