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March 4, 2024
Question

Hi, can someone please help me set up the accounts? my first time using quickbooks trial

  • March 4, 2024
  • 1 reply
  • 0 views
i've got no data to start importing.  can you help me to start capturing the respective information?

1 reply

March 4, 2024

Thank you for choosing QuickBooks! Allow me to help you set up accounts in your QuickBooks Online (QBO) company, cvkester.

 

You can create many accounts from the Chart of Accounts (COA). To do this, you can follow the steps below.

 

  1. Go to the Transactions menu and select Chart of Accounts.
  2. Click New.
  3. Select account type, and detail type. 
  4. Enter account name and other information.
  5. Hit Save and close.

     

As you're new to QuickBooks Online (QBO), I'm also sharing this article for tips and information when setting up your books. Feel free to click on the provided articles to access instructions based on your specific needs or tasks in QuickBooks Online: Get started with QuickBooks Online.
 

If you encounter any challenges while performing tasks or navigating through your QuickBooks Online company, feel free to reach out here. I'm available to assist you at any time.