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desert3190
January 30, 2022
Question

in person help

  • January 30, 2022
  • 1 reply
  • 0 views

Hello, I am trying to see if there if there is anyone in Yuma, AZ that could possibly take about an hour to show/make sure I am setting things up correctly. Or if you are willing to possibly call n go thru with me.

 

I have used QB self-employed which was a breeze you chose business or personal and a category. I am now using QB ONLINE and am totally lost. I have taken many of the QB webinars, tutorials and received some phone help, but I am still unsure, and it seems if it gets messed up it is very hard to reverse or fix. I even paid for the one-time QB online set up, but it was not how to set up your account it was the same information that was in the webinars. : 0 {

Any help is most appreciative.

Thank You!!

 

 

 

1 reply

RenjolynC
RenjolynC
January 31, 2022

Welcome to the Community space, desert3190.

 

While we're unable to perform a callback, I can share some steps to help you with the set up.

 

After switching from QuickBooks Self-Employed, you'll need to set up the following:

 

  • Enter your Company Information.
  • Link your bank and credit card accounts.
  • Import your lists (Customer or Vendor lists). 
  • Customize your invoices and other sales transactions.
  • Set up sales tax
  • Manage your users

For setting up your company information and sales tax, you can check out the step by step instructions in this link: Getting Started in QuickBooks Online.

 

If you haven't connected your bank account in QuickBooks Online, you can go to Banking or Transactions and click on the Link account button. You can check the full steps in this guide: Connect bank and credit card accounts to QuickBooks Online.

 

If you have customers that you want to upload, you can import them in QuickBooks by going to the Gear > Import data > Customers. 

 

As for customizing the appearance and layout of your sales forms, you can check it out here.

 

With regard to adding a user in your account, here's how:

 

  1. Go to the Gear > Manage users.
  2. Click Add user.
  3. Select a user type. Then click Next. Note: Some roles count toward your user limit.
  4. Select the access rights for the user. Then click Next.
  5. Hit Next and select the user settings, if applicable.
  6. Enter the user’s name and email address. Then select Save.

For reference, check out this guide: Add and manage users in QuickBooks Online.

 

Finally, you can start recording your transactions and run reports to track them.

 

I'm also adding these links that includes more articles and video tutorials:

 

You're always welcome to post a reply here if you have any additional questions or need help with other features in your account. Take care and stay safe.

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