Quick and easy steps for setting up Quickbooks online

1. Quick and Easy Steps for Setting up QuickBooks Online

2. Login to QuickBooks Online Since the Intuit email will by default have your account number, you can easily log in by entering your initial login ID and your temporary password. But, to enter the login details, it is must for you to visit the site for qbo.intuit.com. And, as soon as you have initially logged in by entering the default password, you will be asked instantly to create a new password. Just make sure that you have created one so that you can proceed further.

3. Setting up Account Initially, you will notice a wizard on your screen that will guide you through steps for the setup of your account. Just make sure that you have first to confirm or enter your company information, followed by clicking on the option that prompts “Save and Next.” Once you have saved, it is now time to select your industry, and then you are supposed to answer a few fundamental questions that are directly related to your business and organization.

4. Login to QuickBooks Online Since the Intuit email will by default have your account number, you can easily log in by entering your initial login ID and your temporary password. But, to enter the login details, it is must for you to visit the site for qbo.intuit.com. And, as soon as you have initially logged in by entering the default password, you will be asked instantly to create a new password. Just make sure that you have created one so that you can proceed further.

5. Connecting Your Bank Account After landing to the home page, you will again notice a new wizard on your screen that will walk you through activating each bank or credit card account from which you perform all your business transactions. But make sure that you have the user id and password for each Financial Institution as you will be prompted to enter them in order to continue the process.

6. Modification of the Chart Account Though the entire process of change is not compulsory, it is good if you follow them because it helps you to simplify and modify your account according to your personal choice and preference. By altering your account, you can review the chart that QuickBooks has created for you; also you can make some desired changes in them. You need to click the gear icon in the top right corner next to your business name, followed by choosing the option that says “Chart of Accounts.”

7. Invite Your Bookkeeper It is also advisable for the user to invite bookkeeper for simplifying the entire working experience on QuickBooks. For this, you need to click on the link in the activities panel of the Home Page, followed by clicking on the Invite Accountant button. Also, you must not forget to enter the email and name of the Accountant or Bookkeeper you want to invite

8. Mobile Apps If you want to keep a track of all the updates and entries in your QuickBooks Account, it is advisable for you to also download its app on your mobile phones.

9. Undoubtedly, we have made an honest effort for the simplification of the process of QuickBooks Online Setup; there are chances that you get stuck in the middle of the process while practically implementing them as the procedure is a bit complex. So, if you face any such situation or have any other queries regarding the same, you can instantly get it resolved by getting in touch with the experts by giving a call on QuickBooks support phone number. But sometimes when your call doesn’t get connected or the customer care representative present on the other side doesn’t pick up your call or is busy, you can avail their original numbers or other alternative numbers from the official site of Contactforhelp, which is an online directory that provides reliable numbers of similar services to the users.