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November 12, 2021
Hello Community! You may have seen our Getting Started in QuickBooks Online article that gives you all the details to get your account up and running. Short on time? No worries, this is for you!
Take a look at my quick and easy outline of setting up your account. Feel free to look over and check off what you’ve done!
Enter Company Information (Gear Icon > Account and Settings > Company)
Add your Accounting details (Gear Icon > Account and Settings > Advanced > Accounting)
Select your accounting currency (Gear Icon > Account and Settings > Advanced > Currency)
Sales Form Settings (Gear Icon > Account and Settings > Sales)
Create your first Invoice (+New > Invoices or Invoicing > Invoices tab)
And there you have it! Whether you’re using the checklist or using our complete guide, you’re on the right track to be an expert in no time.