QBOA Tutorial: New File Setup
Our next QuickBooks Online Advanced tutorial discusses how to set up your new QuickBooks file. We’ll walk through the steps of getting your company specifics figured out, identifying your industry, what kind of business you have (for tax purposes, chart of accounts, etc.), as well as what your main role is at your company.
You’ll also be able to set up other members in your company (employees, contractors, etc.) which adds and enables certain features that will be helpful down the road. You’ll also be asked about applications that your business already uses that can be integrated (Salesforce, DocuSign, etc.).
Then you’ll be able to get started by choosing if what you want to accomplish first – get set up to get paid for your business or to track your receipts and expenses. All this an more. And, as always, we explain each section and how they can work for you and your business. You can also watch how to start a new file setup here.
About QuickBooks Online Advanced
QuickBooks Online brings you the power and efficiency of the cloud with real-time access to your books from any mobile device or computer. Setup and use quickly–no software to install and personalized for your business. You can import data from Excel, and previous versions of QuickBooks Online. Manage your cash flow better with easy bill management. Reduce data entry errors with automatic download of bank and credit card transactions. Access insightful built-in reports to understand the health of your business. Manage your business on the go by accessing your account anywhere/anytime via any device.
QuickBooks Online is easy to setup, learn and use. Create professional online invoices in just a few clicks. Reduce manual data entry errors by automatically downloading your bank and credit card transactions. Access 20+ insightful built-in reports to understand the health of your business. Manage your business on the go by accessing your account anywhere, anytime on any device. Expand your QuickBooks Online functionality by easily syncing with 350+ apps. Seamlessly collaborate with your accountant to make tax time a snap. Live US based phone support at no cost.
Fourlane’s professionals help you find the right course of action with any needs you might have. Whether you need consultations, conversions, file reviews and more, we’ll help you. Additionally our specialists assist you so that you are confident in getting what you need, when you need it.
Interested in QuickBooks Online? Click here to learn more.
