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The Process of Creating Lists in Quickbooks Online Essentials
 
 

 

The Process of Creating Lists in Quickbooks Online Essentials




About Lists

Lists will contain different things, such as a list of customers, a list of employees, and so on. Taking the time to set up these lists now will make using QuickBooks hassle free. Everything you need will already be entered for you.

Creating Products and Services Lists

You can import or manually enter the Products and Services that you sell to customers into QuickBooks Online Essentials.

You can import Products and Services lists in the same way we did the Chart of Accounts. If you import an Excel or CSV file, you need the following field labels:

· Product/Service Name

· Sales Description

· Sales Price/Rate

· Income Account

Here is an example of what your Excel file should look like:

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.30.08 AM.png

You can start the importing process by clicking the Company tab Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 2.34.25 PM.png, then under the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 4.33.07 PM.png tab select the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 4.34.25 PM.png sub tab.

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 4.35.16 PM.png

Click Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.38.38 AM.png, as shown below:

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.38.44 AM.png

Now, import your Products and Services Excel or CSV file the same way you did with your Chart of Accounts.

If you don't have a file to import, you can also add new products and services. To do this click the Company tab Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 2.34.25 PM.png, then under the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.44.41 AM.pngtab select the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.45.08 AM.png sub tab.

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.46.11 AM.png

 

Click the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.47.54 AM.png button, and we'll teach you how to add them.

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.48.20 AM.png

Enter a name for the product or service in the Name field.

Next, enter a description.

Enter a price or a rate for the service.

Now assign this product or service to an income account. The most common account assignment for a product sale is a sales account.

Interested in learning more? Why not take an online class in QuickBooks Online Essentials?

Put a check in the box if this is a sub-product or service. You might want to create sub products or services if, for example, you sell guitars and want to add strings as a product. The strings would be an example of a sub product.

Click Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 11.49.58 AM.png when you've entered all your information. Repeat this process until you have entered in all of your Products and Services.  

Creating Customer Lists

You can import or manually enter your Customers into QuickBooks Online Essentials.

Importing in QuickBooks Online Essentials is easy. As with all other information that you can import, you can import an Excel or CSV file.

Below are the fields you'll need if you import an Excel or CSV file:

·         Name

·         Company

·         Email

·         Phone

·         Mobile

·         Fax

·         Website

·         Street

·         City

·         State

·         Zip

·         Country

Here is an example of what your Excel file should look like:

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.13.37 PM.png

You can start the importing process by clicking the Company tab Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 2.34.25 PM.png, then under the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 4.33.07 PM.png tab select the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 4.34.25 PM.png sub tab.

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 4.35.16 PM.png

Click Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.15.05 PM.png, as shown below:

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.15.40 PM.png

Now, import your Customers Excel or CSV file the same way you did with your Chart of Accounts.  Remember, you can also import from QuickBooks desktop the same way you did with your Chart of Accounts.

To manually add a new Customer, select Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.20.43 PM.png from the main toolbar on the left of your screen. You will now see the Customers screen:

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.28.09 PM.png

To add a new customer, click the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.30.18 PM.png button.

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.31.28 PM.png

In the dialogue box above, you can enter all information for the Customer. When you have input all of the information select Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.50.00 PM.png.

As you can see in the snapshot below, we've added a Customer:

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.38.28 PM.png

You can manually add as many Customers as you want.

To find a Customer use Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.37.04 PM.png. Here you can view Customer details, their outstanding balance, and their transactions.

Creating Vendor Lists

Vendors are the companies and/or people that you buy your inventory from.

You can import or manually enter your Vendors into QuickBooks Online Essentials.

Importing in QuickBooks Online Essentials is easy. As with all other information that you can import, you can import an Excel or CSV file.

The fields for your Vendors are the same as your Customers. Below are the fields you'll need if you import an Excel or CSV file:

·         Name

·         Company

·         Email

·         Phone

·         Mobile

·         Fax

·         Website

·         Street

·         City

·         State

·         Zip

·         Country

Here is an example of what your Excel file should look like:

Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-23 at 12.13.37 PM.png

You can start the importing process by clicking the Company tab Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 2.34.25 PM.png, then under the Macintosh HD:Users:stephencarges:Desktop:Screen Shot 2014-04-22 at 4.33.07 PM.png