How to Access and Set up QuickBooks Commerce in QuickBooks Online?

by James Antonio

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With QuickBooks, managing your financial needs would feel like a cakewalk. From managing to track, every inventory related or finances based actions you can smoothly execute on QuickBooks.

Speaking of managing finances for your business, you can now set up and access QuickBooks Commerce in QuickBooks Online.

However, before you get started, make sure you do not have any of the other existing products present in QuickBooks Online.

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Here on, you would find a detailed, step-wise guide to know all about accessing and setting up QuickBooks Commerce in QuickBooks Online.

How to Use and Setup the Particular QuickBooks Commerce in QuickBooks Online?

To do so, please follow the steps given here:

Step 1:

The first step in getting started to access and set up QuickBooks Commerce in QuickBooks Online is by signing into your Intuit account. Make use of your QuickBooks Commerce credentials for signing in.

In case you do not have an existing QuickBooks Commerce account, you would be needing to sign up for the same to log in.

Step 2:

Once you have signed in to your QuickBooks account, find the Commerce tab which is located on the left menu bar.

For future instances too, use the same method to access your QuickBooks Commerce account.

Step 3:

Select Go to QuickBooks Commerce button. Next, you would need to set up a new Commerce account. Once you have created your new Commerce account, choose your preferred subscription.

Post your subscription choice, configure the account and connect it with the QuickBooks Online Accounting system.

Step 4:

When your Commerce account is created, the next screen will show you the personalized Commerce set-up screen checklist.

This checklist is for the purpose of guiding you through important tasks which you would need for completing the set-up.

Step 5:

The first action to be taken on the checklist is already off the list since Intuit will get that done at the time of your account Commerce account creation.

Following the checklist, you would be needing to set up the sales tax. This will permit Commerce to sync your transactions successfully.

Step 6:

The next is the addition of products; you can do this in three ways:

  • If you have a sales channel, you can consider connecting to an eCommerce Store
  • If you have a minimal number of products, manually add them
  • Import products via a CSV file

Step 7:

When you find the products getting imported into the QuickBooks Commerce successfully, the next step is reviewing their price lists.

Tap on the view price lists and automatically three price lists for every account gets created. These by default price lists are retail, wholesale, and buy.

You can also add more beyond based on your business needs. To do this, go to the top right corner and choose to Create New Price List.

Step 8:

Finally, check on all the business locations by selecting view locations.

When you create your account, a by default primary account is created. At a later stage, you can choose to modify it or add more locations as a secondary location beyond this.

To add more locations, go to the top right corner and choose a new location.

Thus, with this, you are all set and done with accessing QuickBooks Commerce. Explore the best of options with QuickBooks Commerce and leverage optimally to make the most of your business.

Once you have the complete hold and confidence of QuickBooks commerce, doing and managing the key areas of your business gets even more seamless.

If you still have ambiguity anywhere on this article or have queries regarding any of the steps explained above for setting up and accessing your QuickBooks Commerce in QuickBooks Online, get instant remedial help from the experts.

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While Signing up for Creating a QuickBooks Commerce Account, What are the vital information Available for me on the Dashboard?

While signing up for creating a QuickBooks Commerce account, the vital information available for you on the dashboard are as follows:

Basic info About Your Business
Current Status of Your Income
Current Status of Your Expenses

In real-time, these data get updated and you can find the latest information about your business.

What are the Major actions I would need to do while Signing up for Creating a QuickBooks Commerce Account?

When you sign in, there would be a few questions that will appear and you need to answer each of them. These questions will be all related to an understanding of your business.

The better-tailored answers you provide, the more effective would the next course of actions will take place fitting as per your needs.

Once you have answered the questions, tap on Next. This will take you to the homepage where you would find all the respective QuickBooks activities. At the same time, this homepage can serve you very effective in giving you a broader snapshot view of your business’s health and status.

To explore this dashboard, select View Dashboard.

If you wish to add more information about your business, then,

Choose Settings
Tap on Account and Settings

The final step for finishing the sign-up activity for creating a QuickBooks Commerce account is linking your respective debit and credit card. Make sure that you need to link the debit and credit card to QuickBooks Online.

For linking.

Tap on Banking
Choose Connect Account
Find your bank and sign in to your respective bank account

After Completing the Entire Set-up of QuickBooks Commerce, What is the Next Course of Action that Follows?

Firstly, congratulations! Once you have completed the entire set-up of QuickBooks Commerce in QuickBooks Online, you can start by exploring the dashboard.

To explore your dashboard, hit the view dashboard option.

Intuit will automatically ensure that the QuickBooks Online accounting system is synced with your QuickBooks Commerce account.

I need to Include a Few Data from my past. Can I add older information While Setting up QuickBooks Commerce in QuickBooks Online?

Yes, you can add older information while setting up QuickBooks Commerce in QuickBooks Online. To do this you have to consider uploading historical transactions manually.

However, make sure you execute this action only after you have successfully linked your bank along with the credit card accounts with your respective QuickBooks Online account.

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Frequently Asked Questions

 
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You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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