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I'd be glad to help you with the set up, srikanth-green-i.
To begin, let's make sure your company's information is entered by following these steps:
- Go to the Gear > Account and settings.
- On the left panel, click Company.
- Enter the company information.
- Hit Save and then Done.
Please see this sample screenshot for a visual guide:
You can check out this article to modify the other information: Edit company settings in QuickBooks Online.
Next, we can manage your customers and suppliers. Here are the steps on how you can add them:
- On the left panel, click Sales > Customer or Expenses > Suppliers.
- Select the New customer button or Add supplier manually. Note: You can click the Import suppliers button if you want to upload suppliers some a CSV file.
- Enter the customer or supplier details in the Customer or Supplier Information window.
- Press Save.
Please see sample screenshot below:
I've got these article as a guide:
Once done, set up your sale tax and start creating sales or expense transactions for your customers or suppliers.
Here's how:
- From the left navigation menu, click the + New button.
- Select the transaction (Sales receipt, invoice, bills, or expense) you want to create.
- Enter the details of the transaction and click Save and close or Save and send if you want to email the transaction to your customers.
Please see sample screenshot below:
I'm adding these links more details:
Finally, run reports in QuickBooks for the transactions recorded.
You can also click this link that includes a video tutorial for getting started with QuickBooks Online: QuickBooks Video Tutorials.
If there's anything else you need help with QuickBooks setup, please let me know and I'll get back to you. Thanks.
