Setting up software can seem daunting at once without any technical help. As QB facilitates various operations for smooth financial management and accounting, users get confused about where to start, and therefore experts help is needed to Setup QuickBooks online. From creating an account to creating accounting reports and reconciliation, QB experts can help you with everything. Call the QB support dept. immediately, schedule a session for you or chat via live chat or email. Start enjoying the benefits of QB online with expert assistance. They will help you install everything successfully so it will not cause any errors in the middle of the process.
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Account Setup
You will then be taken to the setup wizard that will guide you through a few basics needed to create your new company file.
Confirm or enter your company information. Click on “Save and Next”.
Select your industry and answer a few basic questions about your business. Click on “Save and Next”.
Watch while the magic happens. Click on “Save and Next”.
You will be taken to the Home Page
Final Steps
Once your QuickBooks subscription is setup there are a few other key tasks you will want to do right away. If you need help support is available to guide you. QBO phone support at 1- 800-286-6800
Connect your bank accounts. The wizard will walk you through activating each bank or credit card account you wish to download transactions from. You will need your user id and password for each Financial Institution.
Modify your Chart of Accounts if needed
You can review the chart of accounts that QuickBooks created for you and make any changes necessary.
Click the gear icon in the top right corner next to your business name and choose “Chart of Accounts”
Add, Edit or Delete the accounts created. You will use these when assigning downloaded bank transactions.
Invite Your Bookkeeper
Click on the link in the Activities panel of the Home Page.
Click on the Invite Accountant button
Enter the email and Name of the Accountant or Bookkeeper you want to invite
And last but not least download the Mobile App so you can track your expenses and more on the go from your phone or tablet.
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