You can change all of the settings I mentioned above (style, size, etc.) and also change how your invoice prints.Ready to setup QuickBooks for your small business Today, were going to explain everything you need to know about setting up QuickBooks quickly and easily.
QuickBooks Online has three different subscription options, including. Setting Up Quickbooks Desktop Video Tutorial Beginners Full Access WithThat free subscription gives you full access with no restrictions. Once youve signed up for the trial, youll be able to login and immediately see the QuickBooks dashboard. Setting Up Quickbooks Desktop Video Tutorial Beginners Series Of TutorialsWhen you login for the first time, youll also see a series of tutorials that let you setup different parts of your new account. The old desktop versions of QuickBooks forced you to edit all of these settings (even if you didnt totally understand what they meant). You can directly import company data from QuickBooks Desktop, transactions from your bank accounts, customer data from Excel, email apps, and your Excel chart of accounts. If you want to import your chart of accounts, as mentioned above, you can upload your XLS file and then match each field to your QuickBooks fields. Youll want to review the data to make sure its accurate before finalizing the import. Follow the same process: match each field to your QuickBooks fields, then check to make sure there are no errors. This just means that the Type of business in your chart of accounts is not recognized in QuickBooks database of types of businesses. But hey, at least it helps you keep your business a little more organized. At this point, youll need to use your online banking login name and password. This can help you make sense out of a wall of credit and debit info. However, if you use a local credit union or a more obscure bank that uses an outdated online banking platform, then you may have some trouble with this step. This means you dont have to manually record your data: QuickBooks will automatically keep track of it and ensure its accurate. Youll see a pop-up window appear asking what type of account youd like to set up. Choose the Credit Card option and QuickBooks will launch a credit card setup wizard. This wizard will help you sync your cards in just a few easy steps. Some of the things you might want to change on your invoices includes. Choose your desired invoice template from the drop-down list. The invoices all have the same basic layout but shift certain things around so experiment with a few different designs before finding one that suits your business.
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