Summary

In this chapter, we showed you how to customize the chart of accounts by adding, editing, deleting, and merging accounts. We covered how to connect your bank and credit card accounts to QuickBooks so that transactions are automatically downloaded into QuickBooks. We also covered how to import banking transactions into QuickBooks from a CSV file.

Finally, we showed you how to give other users, such as a bookkeeper, business partner, or CPA, full or limited access to your QuickBooks data. By now, you should know how to manage your chart of accounts, bank, and credit card accounts, and how to add additional users as well as delete users.

In the next chapter, we will show you how to manage customers, vendors, and products and services in QBO. This will include how to add, edit, and inactivate customers, vendors, and products and services.

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