Company File Setup

In this chapter, we will show you how to create a QuickBooks Online (QBO) account. We will also show you how to navigate in QBO. Using the key information we covered in Chapter 1Getting Started with QuickBooks Online, we will walk through the company settings that allow you to establish how you want to record sales, expenses, payments, and other advanced settings such as setting the start of your fiscal year and which accounting method to use. It's important to include as much information as possible when performing the initial company file setup before you start entering transactions into QuickBooks. Otherwise, you will be missing key information that should appear on customer invoices, documents, and forms that can ...

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