How to customize my quickbook account with my lending and investment business?

I'm here to help customize your QuickBooks Online (QBO) account, rosejemcruz-gmai.

Before entering any transactions in QBO, you need to set up your company file. This data automatically populates on your sales forms.

Check the following:

• Company name
• Business address
• Email address
• Website
• Phone number.
   

Next, ensure the designated company (industry) type and the tax form you plan to file at the end of the fiscal year are accurate. This is a legal requirement and needed when filing taxes.

Once you select an industry type, QuickBooks will automatically create default accounts on your Chart of Accounts. If you need to add more, you can manually create them.

Please browse this link to see the list of industry based on your set up: Listed Accounts. Additionally, you can click this article to help manage your company file: Get started with QuickBooks Online.

Lastly, here's a more detailed breakdown of account types: Learn about the chart of accounts in QuickBooks.

Keep in touch with me if you have follow-up questions about setting up your business account in QuickBooks. I'll be right here to provide the information that you need.