Setting Up QBO
After reading this section, you'll be able to set up a new QuickBooks Online company from scratch and configure its foundational settings. You'll learn how to customize your company information and preferences through Account and Settings, establish your Chart of Accounts with the appropriate account types, and enable key features like Classes and Locations tracking along with automation options for accounts receivable and payable. The chapter covers essential QBO tools including the ability to configure fiscal year and accounting method settings, manage automation rules for credit application and bill payments, and adjust security preferences like automatic sign-out timing.
In this chapter
- Starting a New QuickBooks Online Company
- Configuring Account and Settings
- Setting Up the Chart of Accounts
- Setting Up Products & Services
- Importing Lists