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January 8, 2022
Question

How do I set up lists?

  • January 8, 2022
  • 1 reply
  • 0 views
we are a church, how do we set up lists

1 reply

JessT
January 9, 2022

Hello stpaulmbcf2-gmai,

 

A list can be customers, vendors, accounts, or products and services lists. We have an article to guide you through creating these. Please check this out: Adding Products and Services, Customers, and Vendors to Lists in QuickBooks Online.

 

 

If you mean adding employees, you can also refer to this article: Add a new employee to your payroll.

 

For payroll items, you can follow these steps:

 

  1. Select Payroll menu > Employees.
  2. Select name of the employee.
  3. Select Edit employee.
  4. Under How much do you pay. . ., select Add additional pay types.
  5. Select the pay type that fits your purposes.
    • You may need to select Even more ways to pay. . . to make the pay type you're looking for available.
    • Enter an amount in the $ field to make the amount recurring, or leave it blank and just enter the amount when running payroll.
    • To rename or change the pay type, select the edit (pencil) icon beside the pay type's name.
  6. Select Done.

 

Let me know if you need more help creating lists. Take and have a good one!