Setting Up Your Company File

Before diving into QuickBooks Online, it’s crucial to get the setup right. In this section, we’ll walk you through creating and customizing your company file step by step. From choosing the right QuickBooks edition and understanding the software’s features to setting up your chart of accounts and connecting bank accounts, you’ll learn everything you need to tailor QuickBooks to your business. You’ll also explore how to manage customer, vendor, and product lists and discover powerful apps to make your day-to-day tasks more efficient.

This part comprises the following chapters:

• Chapter 1, Getting Started with QuickBooks Online
• Chapter 2, Company File Setup
• Chapter 3, Customizing QuickBooks for Your Business
• Chapter 4, Managing Customer, Vendor, and Products and Services Lists