Akwai da yawa da zasu ƙarfafa ƙa'idodin zanenku, gami da QuickBooks zuwa buƙatun lissafin ku, tabbas ya sauƙaƙe hanyoyin zane. Koda lokacin da kake buƙatar yin hanyar tsaftacewa don rikici na kuɗi, ana iya kula da shi tare da shi Kayan kayan yanar gizo na QuickBooks.
Abubuwa biyar masu amfani na QuickBooks akan layi
QuickBooks kayan aikin kan layi sun sake tsarawa da daidaita ilimin ku na kuɗi yana ƙarfafa tsarin zane-zane mara matsala. A cikin wannan rubutun, za mu haskaka, 5 irin waɗannan kayan aikin da ƙila za su iya da amfani sosai wajen gano rikice-rikicen.
Yi amfani da yiwuwar "Dokokin Bank"
Idan abokin ciniki yayi amfani da tsarin ciyarwar kuɗi, zaku ƙirƙiri ƙa'idodi waɗanda zasu ba da sanarwar yadda ake yin ma'amala tsakanin abincin cibiyoyin kuɗi. Da zarar ka sanya dokar babban yatsa, hanya ce ta atomatik. Yawancin abokan ciniki ba sa son shirya ƙa'idodin nasu sosai saboda waɗancan na iya zama da rikitarwa kuma da wahalar saitawa. Tare da ingantaccen tsari, zaku tsara doka daidai da abin da ake buƙata. Matsayi mai mahimmanci shine ya kasance cikin tuntuɓar abokin ciniki kuma ya fahimci wane ma'amala ne tsarin. Da zarar an saita waɗannan ma'amaloli da ƙa'idodin don ita, QuickBooks Online za su ba ku batun.
lura: Idan kun riga kun sami adadin "Dokokin Banki," kuma na'urarka tana magance matsaloli da yawa, goge ɗaya daga cikin ƙa'idodin bayan hakan ƙirƙirar sababbi. Yawancin ƙa'idodin cibiyoyin kuɗi da yawa da aka kirkiro na iya haifar da rikice-rikice da matsalolin na'urori
Binciken Aji
Lissafin Audit shine inda wuri QuickBooks Online yayi waƙoƙin gyare-gyare bayan waɗannan tallace-tallace ya fitar dasu. Da zarar cikin “Rubutun dubawa”, zaku kalli tarihin tarihin duk wata ma'amala, abubuwanda aka gudanar akan ma'amaloli na yanzu & wadanda suka aiwatar da wadannan gyare-gyaren. Kayan aikin na iya nazarin kuskuren da har zuwa lokacin da aka yi shi.
- Kana so ka zabi “Duba” kuma wuce zuwa "Ma'amala da suka gabata"
- danna "ID na ma'amala"
- Duba manyan abubuwan ma'amala kuma kuyi gyare-gyare waɗanda ake so.
Idan an daidaita ma'amala a wurare daban-daban a cikin QuickBooks Online, "Audit log" zai sa alama ga waɗannan ma'amaloli azaman "Shirye-shiryen Kai tsaye." Ba za ku sake yin ma'amala ba a cikin kundin binciken kuɗi a matsayin tsari kuma ku yi amfani da shi mafi sauƙi azaman na'urar don hango kurakurai kuma a matsayin kayan aikin kewayawa.
Bincika shafin "Ayyukan"
Tab ayyukan suna da halayyar da zata baka damar shirya mabukaci wanda ke bayarwa tare da tsadar aiki ko wasu kwangiloli. A cikin wannan sabon halayyar, zaku ƙirƙiri ɗawainiya da loda duk irin waɗannan takardar kuɗi, daftari, da kuɗi, da sauransu. zuwa wancan aikin. Matsayin ma'amala zai kasance daidai a cikin ainihin asusun. Na'ura ce don ba da rancen ga abokan ciniki, gani da ilimi da kuma sanya kayan sarrafawa. Idan aka ƙara ma'amala a cikin aiki, QuickBooks Online za ta ɗauka ta hanyar injiniya ta atomatik tare da yi masa alama tare da madaidaiciyar abokin ciniki & girma da ke tattare da wannan aikin. Yi ƙirar daidai da ƙirar karatu ta al'ada tsakanin mafi karancin lokacin tunanin.
Don jefawa a ayyukan ɗawainiya
- Click "Alamar Gear"
- Zaɓi Labaran QuickBooks
- Kuna iya duba yiwuwar ayyuka a cikin ƙarin zaɓuɓɓuka don QuickBooks Online - Juya cikin wannan yiwuwar
Yi amfani da Tambayar mai lissafi na / tambayar halin mai amfani na
Shin yawancin ofisoshin aiki, maƙunsar bayanai da yawa ko kuma bayanan QuickBooks na baya suna damun ku? Babu shakka, wayo ne don samun ilimi daga masu siye. Domin samun wannan bayanin a cikin mafi saurin tunanin lokaci, yana da matukar mahimmanci a gano sanarwa ta gama gari tare da abokin harka.
Kuna iya magance wannan matsala ta hanyar “Asusun Akawu na.” Duk sabbin saitunan Yanar Gizo na QuickBooks da aka gina a cikin "Tambayi mai lissafin" a cikin COA. Halin zai kasance mai daɗi ko kuna ma'amala da wannan zaɓi ko Daga ɓangaren abokin ciniki yana sarrafawa. Je ku gwada wannan fasalin akai-akai don kula da ma'amaloli a taƙaice kuma ƙayyade madaidaicin aikin aiki.
Sanya akawu don ƙirƙirar asusu don al'amuran da kuke buƙatar fahimta daga abokin ciniki. Irƙiri asusun "Tambaya ga mabukaci na" kuma sanya waɗannan ma'amaloli a cikin "cididdigar Kuɗi" Ci gaba da gwajin mako-mako akan waɗannan ma'amaloli don kiyaye su da kyau har zuwa yau.
Yi amfani da jerin Shigo da ƙa'idodin sikanin
Lokacin da zaka iya canzawa zuwa QuickBooks akan layi, za'a iya samun adadin manyan fayiloli waɗanda suke tunatar da maganganu, rasit ko littattafan aiki na maƙunsar bayanai waɗanda dole ne a juya su cikin tsarin QBO.
Halin lissafin shigowa yana ba ka izinin shigo da jerin masu amfani, masu rarrabawa ko kaya / sabis da samfuran. Bugu da ƙari, akwai aikace-aikace daban-daban a "Intuit App heart" waɗanda zasu iya aiki tare da sauri tare da QuickBooks Online da ilimin shimfidawa don lodawa zuwa QBO. Kuna iya bincika aikin hukuma kamar yadda yake tare da waɗancan manhajojin. Ga waɗancan aikace-aikacen, babu wasu keɓaɓɓun sikanan da ake so, kuma ƙila za su iya amfani da wurin aikin sikanin aiki, kwaya digicam ko wayo.
Tsaftacewa yana da mahimmanci kamar shigowa, aiki tare ko ayyukan zane daban-daban. Kayan aikin yanar gizo na QuickBooks sun tabbata cewa tsaftacewa ta kasance mai sauƙi kuma mai sauƙi domin tsari ne da kuke aiwatarwa akai-akai. Yi magana da ProAdvisor yanzu kuma tsinkaye kayan aikin da ke sama har ma da ƙarin a QuickBooks Tech don ƙara yawan wayar tarho .