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Getting Started

• Import/Export
• Import Chart of Accounts
• Import customer and suppliers
• Import products and services
• Import transactions into QuickBooks
• Import trial balance
• QuickBooks Online Basics
• QuickBooks on mobile
• Create free trial
• How to update your subscription and billing details
• The Fundamentals of QuickBooks Online
• Import contacts
• Setup and track inventory
• Wipe data

Managing your Account

• Billing & Subscription
• Billing information
• Cancel payroll subscription
• How to resubscribe or reactivate QuickBooks Online
• Refund request
• User Access
• Add, delete, change user access
• Email change request
• Forgot user ID or password
• Multi-factor authentication (MFA)
• Multiple user access

GST

• Adding GST Codes
• Add GSTIN for customers
• Add GSTIN for suppliers
• Add HSN and SAC codes
• Import customers
• GST Invoice
• Customise invoice for GST
• GST-ready invoice
• Set up GST
• GST Reports
• Enter Bills
• GST Reports (GSTR)

Banking

• Connect bank account
• Import transaction manually
• Transactions download
• Troubleshooting reconcile

Tax & Reports

• GST
• GSTR-1 reports
• Setting up GST
• Managing taxes
• Record tax payments
• Tax adjustment
• Reports
• List of tax reports
• Running reports
• Save or export your report to Excel

Transactions

• Change invoice number
• Create and send invoice
• Enter and pay bills to suppliers
• Recurring transactions

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