QuickBooks Online For Dummies, 2nd 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 you do business with: customers, vendors, and employees. But you also store other background information in lists, such as information about the stuff you sell. This chapter focuses on setting up people in their various lists, and, at the end of the chapter, you learn where to find other lists you might need.

If you have been using one of the QuickBooks desktop products and have all your lists set up, you can import the list information. And, you can import list information stored in Excel files; see the section “Importing People into a List,” later in this chapter.

Adding New People to a List

You use the Customers, ...