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1 reply

RenjolynC
Level 9
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!