Summary

In this chapter, we have covered setting up our QBO account and basic navigation using dashboards, icons, and online menus in QBO. We have also shown you how to customize the company settings, which includes billing and subscription, usage limits, sales, expenses, payments, and advanced options. Taking the time to set up your company file will help you save time in the long run because you won't have to do it later on. Plus, you won't have to worry about customer invoices or vendor bills missing key information because your company file wasn't set up properly.

In the next chapter, we will take a look at what information you will need to convert from your existing accounting software to QBO. This will include the following: gathering key documents, answering questions about your business needs, and understanding the order you need to follow when bringing over historical data into QuickBooks. If you don't currently use accounting software, we will show you how...