Whether you’re just launching a business or you’re going online with an existing company, take some time to get acquainted with QuickBooks Online.
Simple Setup
You’ll eventually be using the vertical pane on the left for navigation. But you don’t need to click the links there yet – you have other setup tasks to do first.
Specifying Options
Tip: There are two other links next to the gear icon. You’ll be able to search for transactions by clicking the magnifying glass link. The plus (+) sign opens a window with links to screens where you can create transactions and initiate other activities.
The Account and Settings page is divided into multiple areas that you can access from a navigation bar on the left. They include:
- Company. Fill in contact details and upload your company logo for use on sales forms.
- Sales. Customize sales form content (preferred terms, custom fields, discount field, etc.). Would you like to turn on inventory tracking?
- Expenses. Do you use purchase orders? Track expenses and items by customer? Make expenses and items billable?
- Payments. Do you want to subscribe to QuickBooks Payments so you can accept credit cards and/or bank payments through QuickBooks Online?
- Advanced. You’ll have numerous decisions to make here. For example, what tax form will you use? Will you want to automate some activities, like applying bill payments? Do you need to support multiple currencies?
Multi-User Access
We’ve probably taken up more than your first hour by now, but we wanted to stress the importance of thoroughly setting up QuickBooks Online before you start entering contact records and creating transactions. If this is your first experience with an accounting application, we highly recommend that you engage us in your first hours of using QuickBooks Online. We can come in at any time and troubleshoot problems, but it’ll be more economical and less time-consuming if we work with you from the start.