Managing books of accounts can be a tedious task, but thankfully it’s not the case with QuickBooks. Lots of people keep asking How to setup QuickBooks online using some simple steps. However, the process might not be that simple but yes even novice users can set up QuickBooks by taking some predetermined measures. Once you learn the overall process, you may set up a good quality chart of accounts, customers, or vendors, you can connect QuickBooks online with your bank and customize the QuickBooks online with your company information. Here are some quick tips to kickstart your accounting journey with QuickBooks.
1. Set up the company files in QuickBooks – Launch QuickBooks, click menu, go to the file section, and choose a new company. Click express start, enter the necessary details, and click continue. Click Preview your Company Settings and then select chart of accounts. Further, you can add an account and keep following the on-screen directions to finish the company files set up.
2. Set up the multiple users in QuickBooks – Launch QuickBooks, go to the Tools section, and click manage users under your company name. Click the accountants tab, select the right email address, and then click the Invite button to send invitations to the accountants. You will need to repeat the same steps to send multiple invitations to different accountants. This way you can create multiple users by sending invitations to the accountants of your choice.
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