QuickBooks Online For Dummies, 7th Edition

Chapter 4

Managing List Information

IN THIS CHAPTER

Adding new list entries by typing or importing

Searching lists

Configuring settings for lists

Setting up sales tax

Enabling inventory tracking

Displaying other lists

In this chapter, I cover the information you need to set up items or services you sell or buy and the lists of customers and vendors you sell to or buy from. You’ll see how you can import these records from a spreadsheet or create new records manually. I also discuss creating bundles of items to streamline your sales process. Finally, at the end of the chapter, you find out where to find other lists you might need, such as terms, locations, and payment methods.

Importing Customers and Vendors

You can spend less time getting up and running with QuickBooks by importing your customers and vendors. If you’re migrating from QuickBooks Desktop to QuickBooks Online, you can ...