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 1, Getting 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 be produced in QuickBooks.
In this chapter, we'll cover the following topics:
- Creating a QuickBooks Online account
- Navigating in QuickBooks Online
- Setting up company preferences in QuickBooks Online
The U.S. edition of QBO was used to create...
