How to Launch Cloud-Based Accounting Software

By QuickBooks Canada Team

0 min read

Cloud-based accounting software such as QuickBooks allows you to conveniently do your own accounting from anywhere you have access to the internet. Here are the steps to set up your small business accounting software in the cloud:

  1. Make sure you have a compatible browser such as Internet Explorer, FireFox, Chrome or Apple Safari.

  2. Take a test drive on Intuit’s website to check out the software.

  3. Sign up for a QuickBooks account.

  4. Download the QuickBooks app to your smartphones or tablets.

  5. Personalize your QuickBooks Online account with company name and contact details.

  6. Customize invoices and sales receipts.

  7. Set up products and services, statements for clients, and expense reporting options in your QuickBooks account.

  8. Link your bank account to QuickBooks to import transactions.

  9. Enjoy easy, streamlined accounting in the cloud.

References & Resources

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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