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
Updating the Chart of Accounts
Working with multiple currencies
Examining QuickBooks Labs
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. And importing lists ...
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