Already registered? Try Float for Free If you’re a small business, you’ve probably heard of QuickBooks Online, the intelligent accounting software that helps you keep track of everything from taxes to payroll in USA. But if you’re new to QuickBooks (or maybe just switched from the desktop version of QuickBooks), you might be wondering how to use it. Don’t worry, we’ve got all the help a QuickBooks user needs in this easy-to-follow guide. Ready to see how QuickBooks Online works? Let’s get started in ten easy steps in USA. The first step in learning how to use QuickBooks Online for Business is to become familiar with the dashboard. It’s the first thing you see when you log into your QuickBooks Online account, and the dashboard gives you access to everything you need as a QuickBooks user in USA. Spend some time looking at the different menus on the dashboard and understanding where to find everything. Enter your company details
When you first sign up for QuickBooks, you need to set up your business information and preferences in USA. From the dashboard, click the gear icon and select “Account & Settings” and then the “Business” tab. Here you can add information about your company, such as: E.g.: company name, company type, contact details, address, company logo, select your financial possibilities. If you update your business information, you can also change your financial options in the East section of QuickBooks Online in USA. Sales, Expenses, and Advanced tabs. Update things like credit card payments, invoice automation, sales tax information, and your company’s year-end so all the information in your reports is correct. Import your business data into the Quickbooks data import window Importing your business data into QuickBooks Online is quick and easy in USA. so you don’t have to start from scratch. You can import information such as bank transactions, account records, supplier invoices, employees, quotes, and customer or supplier information. QuickBooks Online offers multiple options for importing data so you can choose the one that works best for you and your business in USA. The different methods you can use are: MS Excel files CSV files Intuit Interchange Format (IIF) files (this is a QuickBooks text file) Web link file Custom Chart of Accounts The chart of accounts is a list of different categories that QuickBooks uses to Sorting currencies provides for your company’s financial statements. By default, QuickBooks Online is set up with five categories: Income, Expense, Assets, Liabilities, and Equity in USA. Many people who use QuickBooks for Business leave these options at their default values, but you can customize the categories to meet your specific needs. You may want to rename the categories, or you may need to define an additional category that doesn’t match the five above. To do this, go to “Accounting” in the dashboard and click on “Chart of accounts”. Select “New” as the account type and select “Fees” or “Other Fees” in USA. Select “Information type” and enter the name of the new expense category, including a description. Wondering how to import your chart of accounts into QuickBooks Online? On the Chart of Accounts screen, choose the Run Report button. You will see four options: Print, Email, Export and Options. Just select the one you want to export to Excel spreadsheet or PDF file in USA.