Now that you have subscribed and logged in to QuickBooks Online, but you don’t know where to start. We will help you with the following to streamline your QuickBooks more efficiently:
Set Up Your Company Profile: Enter your business information, including name, address, and tax ID.
Customize Your Settings: Adjust your preferences for invoices, sales, expenses, and other features to match your business operations.
Connect Your Bank Accounts: Link your bank and credit card accounts to QuickBooks to import transactions automatically.
Set Up the Chart of Accounts: Organize your financial data by creating categories for income, expenses, assets, liabilities, and equity.
Add Products and Services: List the items you sell or the services you provide, including prices and descriptions.
Invite Your Accountant: If you have an accountant, invite them to access your QuickBooks account for easier collaboration.
Explore Features: Familiarize yourself with the dashboard, reports, and other tools available in QuickBooks Online.