Hi and welcome to the QuickBooks Community, ceo-parlahome-co.
I'll be happy to give some details and steps to help you set up the account.
Let's get started by setting up your company information. This is important because your company details will automatically populate on your sales transactions and other forms.
Here's how:
- In your QuickBooks Online account, go to the Gear > Account and settings.
- Click the Company tab and add your company information (Company Name, Business Address, Email Address, Website, and Phone Number).
- Hit Save and then Done.
Once done, your next step is to link the bank and credit card account in QuickBooks. Connecting your bank account saves time, so you don't have to manually enter the transactions. Transactions will be automatically downloaded in the Banking or Transactions page, all you have to do is categorize and approve them.
You can watch the video tutorial in this link: Connect bank and credit card accounts to QuickBooks Online.
After linking the bank account, you can start importing your list, customising your invoices, set up the GST, and finally manage your users. The steps are included in this guide: Get started with QuickBooks Online.
If you want to explore other features in QuickBooks Online, please feel free to use our sample company demo. Here's a link where you can open our test drive: Test drive QuickBooks Online.
To view other guides and articles, you can click on this link: Getting Started for QuickBooks Online.
You're always welcome to post a reply here if there's anything else we can help you with. The Community is available 24/7 to answer your concerns. Have a good day ahead!
