To set up your business in QBO, click the Settings icon, then select Account and Settings. Next, enter your business name, address, and contact information. This information is crucial because it will appear on bills and reports: Get started and adjust settings after you sign up for QuickBooks Online.

If you need to record a transaction immediately, you can create sales receipts. However, if you prefer to document the transaction at a later time, you can generate an invoice instead. On the other hand, if you plan to pay for the expense you can create a bill to make it easier to record business expenses.

You can consider connecting your bank account to sync transactions automatically, simplifying the tracking of expenses and income. Also, add customers and list your products and services to make invoicing easier.

You can also check the link that Chrea sent to view videos and to learn your way around QuickBooks.

I've included this article as your guide on how to categorize online bank transactions after you connect your bank accounts: Categorize online bank transactions in QuickBooks Online.

That's all for our introduction to getting started with QuickBooks Online! If you have additional questions or need more help while diving into QBO, don't hesitate to leave a comment below. I'm eager to assist you further and ensure you have all the tools you need for a successful experience. Cheers to your financial organization journey in QuickBooks!

Sign up

Login with SSO

Let's get you signed in

Login with SSO