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1 reply

RenjolynC
March 20, 2021

Hello and welcome to the Community, vic-hardiman-gma.

 

It's always exciting to get started with a new program. I'm here to share some things that you can do after signing in to your QuickBooks Online account. 

 

First, you need to answer a few questions about your business. To do that, go to the Gear Account and settings. This will help us set up your company file and tailor the program to better fit your needs.

 

Here's a sample screenshot for a visual reference:

 

 

Next, link your bank and credit card accounts to automatically download transactions from your bank. This way, you can match and categorised them in QuickBooks. The steps are included here: Connect bank and credit card accounts to QuickBooks Online.

 

Once done, set up your customer, vendor, products or services, and taxes. You can view the steps here: Get started with QuickBooks Online.

 

Finally, you can start creating transactions like invoices, sales receipts, expenses, or checks by clicking the + New button on the left panel.

 

 

To learn more about QuickBooks Online, please feel free to visit this link: Get started with QuickBooks Online - Frequently Asked Questions.

 

I hope this helps. Looking forward to any follow-up questions you may have. Take care!