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student22
Level 1

What is everything you want to set up? get things done

Hello, how can I modify ' What is everything you want to set up ' after QuickBooks setup and personalization have been completed/ I wanted to add 

organize money in and out

invoice customers

track receipts and expenses

pay employees or contractors

track sales

enter and pay bills

track time

manage inventory

 

Thank you

1 Comment 1
JaeAnnC
QuickBooks Team

What is everything you want to set up? get things done

Thanks for choosing QuickBooks Online (QBO) as your accounting software, @student22. I'll be glad to assist you in completing the setup of your account so you can start managing your finances.

 

If you skipped the configuration during the initial setup of your account, don't worry. You can always modify our core features according to your preferences. 

 

When you first sign in to your QBO account, you'll be directed to the homepage dashboard. It displays the Get Things Done and Business Overview tabs that make set up a breeze.

 

The Get Things Done section contains the customer, vendor, and employee workflow transactions. It includes creating invoices, entering bills, tracking your sales and expenses, tracking time, and more. You may also access them when you click the + New button. On the other hand, the Business Overview tab details your business' profitability that organizes your money-in and money-out information with a Profit and Loss report. 

 

Additionally, you may have to subscribe to QBO Payroll if you need to pay your employees and contractors quickly and accurately. Inventory features are also available for QBO Plus and Advanced.

 

For more information, visit this link: Get started and adjust settings after you sign up for QuickBooks Online.

 

Furthermore, you may run reports in QBO to get a detailed overview of the financial status of your business. 

 

Feel free to reach out back to us whenever you have more questions about setting up your account. We're always available in the Community to assist you further. Stay safe and wishing you continued success, student22!

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