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Working with Lists

In this section, you’ll explore different types of items and lists and focus on various ways you can put them to work for you. The QuickBooks online help feature does a thorough job of touring each field and menu. Here, you’ll review some of the less obvious features, and emphasize those that bring you multilevel power for creating reports and getting information that you want quickly. You’ll see that you can tailor list items to very specific needs for your business.

Rather than start at the top of the Lists menu, you’ll begin with lists that you are more likely to use regularly. First, you’ll examine features common to all lists, using the Item List as your example.


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