February 2016
Beginner to intermediate
336 pages
7h 10m
English
Content preview from QuickBooks Online For Dummies, 2nd Edition
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Chapter 3
Creating a Client Company in QBO
In This Chapter
Signing up for a QBO account
Setting up a new QBO company
Understanding the interface
Working with company settings
After you sign up for QBO, you log in. QBO then prompts you to set up your company. With certain limitations, you can import a company if you’ve been using a QuickBooks desktop product. Or, you can use the QBO Setup wizard, as shown in this chapter.
For details on importing a company, see Chapter 12 (or ask your accountant to help you with the import). And, don’t worry, if you don’t import your entire desktop company; you can import just the list information from that company, as described in Chapter 4.
Signing Up for QBO
After you complete the sign-up process for a QBO account, Intuit, by default, logs you into your account and walks you through the process of setting up your QBO company. The process is short — much shorter than the one you go through when setting up a QBO desktop product company — and you need the following information:
- Your company’s name and address
- The industry in which your company ...
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I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.